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Practice Gems: Administration of Estates 2025

Date

Friday, September 26, 2025 (1:00 p.m.–4:00 p.m.)

Add this event to your calendar (Downloads an .ICS file)

CPD Hour(s)
2 h 15 m Substantive
45 m Professionalism
Location

View this webcast-only program from your home or office computer

Additional Information

Page Count: 30

* 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.

Co-Chair
  • Kathryn Balter
    Fogler, Rubinoff LLP
  • Pamela Liang, TEP
    Wilson Vukelich LLP
Description

While the administration of an estate can be routine and straightforward, each file is different, and complicating factors may arise. The presenters at our annual program cover the basics for your estate administration checklist. They also drill down into different areas each year to address some of the more challenging situations that you could encounter. Do not miss this informative program to help you address your estate administration needs.

  • Managing liability when advising executors
  • Avoiding joint asset administration pitfalls
  • Dealing with financial institutions
  • Considering key multi-jurisdictional issues

Presenters

  • Kathryn BalterFogler, Rubinoff LLP
  • Pamela Liang, TEPWilson Vukelich LLP
  • Michael DingWeirFoulds LLP
  • Sean LawlerLawler Advocacy Professional Corporation
  • Pritika Deepak, TEPFasken Martineau DuMoulin LLP
  • Jessica HoulePryor Tax Law
  • Rebecca FischRSF Law
  • Robin SpurrSenior Counsel, Estates and TrustsCIBC
  • Jeanine Tang, TEPSenior CounselTD Bank Group
  • Daniel Stober, TEPTorkin Manes LLP
  • Samantha WuCassels Brock & Blackwell LLP
  • Ryan MacNeilCunningham, Swan, Carty, Little & Bonham LLP

Registration Options

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Learning format *

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All prices are subject to applicable taxes.