Practice Gems: Probate Essentials 2022


Thursday, September 22, 2022 (9:00 a.m.–12:00 p.m.)

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Alternate date: Wednesday, November 9, 2022 [click to view options]

CPD Hour(s)*
2 h 30 m Substantive
30 m Professionalism

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Additional Information

Page Count: 64

* 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.

  • Angela Fallow, TEP
    Fallow Estates Law
  • Craig Ross
    Pallett Valo LLP

Proper probating of a will is a foundational aspect of wills and estates practice. But with all of the changes in this field and the stresses that the probate system is under, it's incumbent upon you to have your steps completed quickly and properly so that you can keep the file moving ahead. Our speakers are experts in this area, and can give you the benefit of the tips they use to work collaboratively with financial institutions and registrars to keep your application moving forward.

  • Learn about common application filing mistakes with the new forms
  • Consider how to avoid communication issues with clients, beneficiaries, and others
  • Hear a banker's view on estate accounts, discretion for non-probate, and timelines
  • Understand when and how to use "Heir-at-Law" applications and the 3-year vesting of real estate


  • Angela Fallow, TEPFallow Estates Law
  • Craig RossPallett Valo LLP
  • Rahul SharmaMiller Thomson LLP
  • David HendersonAgro Zaffino LLP
  • Burgandy DunnViridius Lex LLP
  • Ian Lebane, C.S., TEPVice PresidentTD Wealth
  • Andrea HillTurkstra Mazza Associates
  • Alexandra ManthorpeCunningham, Swan, Carty, Little & Bonham LLP
  • Manpreet KaurPallett Valo LLP
  • Alicia AsimoudisCourt and Client Representative, Estates OfficeGovernment of Ontario

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