Practice Gems: Probate Essentials 2022
Date
Thursday, September 22, 2022 (9:00 a.m.–12:00 p.m.)
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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.
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Angela Fallow, TEPFallow Estates Law -
Craig RossPallett 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
Presenters
- Angela Fallow, TEP, Fallow Estates Law
- Craig Ross, Pallett Valo LLP
- Rahul Sharma, Miller Thomson LLP
- David Henderson, Agro Zaffino LLP
- Burgandy Dunn, Viridius Lex LLP
- Ian Lebane, C.S., TEP, Vice President, TD Wealth
- Andrea Hill, Turkstra Mazza Associates
- Alexandra Manthorpe, Cunningham, Swan, Carty, Little & Bonham LLP
- Manpreet Kaur, Pallett Valo LLP
- Alicia Asimoudis, Court and Client Representative, Estates Office, Government of Ontario
