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Practice Gems: Probate Essentials 2024

Date

Tuesday, September 24, 2024 (9:00 a.m.–12:00 p.m.)

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

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

Additional Information

Page Count: 92

* 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-Chairs
  • Ambie Edgar-Chana, TEP
    Edgar Chana Law
  • Craig Ross
    Pallett Valo LLP
Description

There are elements essential to probating a will that can easily be overlooked. But they are critical for a thorough and efficient probate process. Our panels of experts provide you with practical strategies and invaluable precedents to help you both to avoid missing critical elements and to navigate the difficult or novel issues you may encounter along the way.

  • Under the new substantial compliance regime, how do you decide if you have an intestate estate?
  • What can you expect from a probate tax audit?
  • What do you need to know about administering foreign assets of an Ontario estate or Ontario assets of a foreign estate?

Presenters

  • Jennifer CorakWeirFoulds LLP
  • Jordan Atin, C.S., TEPAtin Professional Corporation
  • Frederick GladyGladyLaw
  • Jessica Feldman ChittleyBales Beall LLP
  • Nozomi (Zoe) Smith, TEP, CEANakano Smith Law Group
  • Rebecca FischRSF Law
  • Brad HughesSenior Program AuditorMinistry of Finance
  • Diane Kennedy SquiresSmith Valeriote Law Firm LLP
  • Nathan MartinSmith Valeriote Law Firm LLP
  • Ambie Edgar-Chana, TEPEdgar Chana Law
  • Craig RossPallett Valo LLP

Registration Options

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Learning format *

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All prices are subject to applicable taxes.