Critical Issues in Preparing and Passing Fiduciary Accounts
Author(s): Ontario Bar Association
Publication Date: December 2016
Format: shipped (hardcopy), download (PDF)

The duty to account is one of the most fundamental and complex obligations of any fiduciary. It also leads to many hotly contested disputes. Passing fiduciary accounts can be a necessary step to taking compensation or winding up the administration of a trust or estate. It can also expose breaches of fiduciary duties and even fraud.

Join us to explore many of the common challenges facing trustees, executors, attorneys and guardians in preparing and passing their fiduciary accounts. Our exceptional faculty will get you up-to-speed on characterizing transactions, calculating compensation and dealing with trust-controlled corporations, and provide practical tips for informal accounting and avoiding a contested passing of accounts. Whether you are dealing with estate administration and accounting disputes, or advising clients on their choice of fiduciary and the powers granted to them, do not miss this opportunity to gather essential insights to enhance your practice.


Eric Hoffstein, Minden Gross LLP
Ambie Edgar-Chana, Edgar Chana Law Professional Corporation


Show me the Money: Compensating Fiduciaries
Angela Casey, Casey & Moss LLP

Fiduciary Accounting for Trust-Controlled Companies
Eric Hoffstein, Minden Gross LLP

Critical Accounting Issues
Jordan Atin, Hull & Hull LLP
Lesley Donsky, Hull & Hull LLP

Procedural Issues and Practice Management Challenges for the Passing of Estates Accounts
Kathleen McDormand, Borden Ladner Gervais LLP (Ottawa)
Brian Schnurr, Schnurr Kirsh Schnurr Oelbaum Tator LLP

Maximizing the Usefulness of Informal Accounting
Susannah Roth, O'Sullivan Estate Lawyers

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