Preparing and Passing Fiduciary Accounts: When, Why and How to Avoid a Dispute
Author(s): Ontario Bar Association
Publication Date: December 2018
Format: shipped (hardcopy), download (PDF)

Understanding the legal and practical issues arising in the preparation and passing of accounts is essential for both trusts and estates planners and litigators. Enhance your knowledge on the nuts and bolts of preparing and passing accounts, tools for managing complex fiduciary accounting issues in the administration of an estate or trust, and strategies for dealing with disputes and contested passing of account applications. Join your colleagues and our expert faculty for the insight and advice you also need to navigate fiduciary compensation, contested passing of accounts applications, and working with the Office of the Children's Lawyer and the Office of the Public Guardian and Trustee.


Lisa Filgiano, Miller Thomson LLP
Sara Beheshti, Law Offices of Sara Beheshti


Passing of Accounts - A Primer
Jordan Atin, Hull & Hull LLP

Perspectives from the Office of the Children's Lawyer and
the Office of the Public Guardian and Trustee

Katherine Antonacopoulos, Office of the Children's Lawyer
Heather Hogan, Office of the Public Guardian and Trustee

Managing Specific Problems on Passing of Accounts
Rosanne Rocchi, Miller Thomson LLP

Compensation for Fiduciaries
Eric Hoffstein, Folger Rubinoff LLP

Effectively Managing Contested Passings of Account
Melanie Yach, Aird & Berlis LLP
Andrea McEwan, Aird & Berlis LLP

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