Practice Gems: Administration of Estates 2024
Date
Tuesday, September 24, 2024 (1:00 p.m.–4:00 p.m.)
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Additional Information
Page Count: 146
* Remember: You must attend CPD programs (in-person, live webcast, or live webcast replay) or view them on-demand to claim CPD Hours. Reading CPD materials alone does not qualify.
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Pamela Liang, TEPWilson Vukelich LLP -
Susannah Roth, TEPRBC Wealth Management, Royal Trust
Advising clients on the administration of estates can seem routine and straightforward, but it is crucial to be able to spot the complex issues and provide your clients with advice on what to do or where to go for guidance. Additionally, estate disputes can often arise out of issues that have little legal complexity, while matters requiring in-depth analysis can be overlooked. Get insight and practical guidance for current and perennial issues from experienced estates and trusts professionals.
- Examine the issues that arise in administering small estates and trusts
- Hear how to avoid mistakes of incorporation by reference in wills
- Learn more about the principles of administering estates of Indigenous peoples
Presenters
- Pamela Liang, TEP, Wilson Vukelich LLP
- Susannah Roth, TEP, RBC Wealth Management, Royal Trust
- Jennifer Corak, TEP, WeirFoulds LLP
- Dawn Phillips-Brown, Bennett Grant LLP
- Christopher Stankiewicz, Senior Claims Counsel, Lawyers' Professional Indemnity Company, (LAWPRO)
- Matthew Bota, Harrison Pensa LLP
- Ryan MacNeil, Cunningham, Swan, Carty, Little & Bonham LLP
- Katy Basi, TEP, Basi Law Professional Corporation
- Mustafa Jilani, Senior Will & Estate Advisor, RBC Wealth Management, Royal Trust
- Nicole Richmond, Barrister & Solicitor
- Nicole Woodward, Miller Thomson LLP
- Shawn Richard, TEP, A. Shawn Richard Family and Estate Law
- Dagmara Wozniak, C.S., Siskinds LLP
