Your First Estate Administration
Author(s): Ontario Bar Association
Publication Date: April 2019
Format: shipped (hardcopy), download (PDF)


Description
The administration of an estate requires proper knowledge of various areas of law. View this program to obtain the key information and understanding you need from areas such as family law, real estate, and components of tax law, such as Estate Administration Tax and Income Tax. Learn the practical tools to take you successfully through an estate administration, on topics such as: information gathering, applications for a Certificate of Appointment of Estate Trustee, family law issues relating to an estate administration, estate assets, debts, and administering and closing an estate. Whether you are a solicitor who will be assisting clients with applications for a Certificate of Appointment of Estate Trustee or the administration of estates, or an experienced practitioner wishing to brush up on these matters, this program is essential!

PROGRAM CHAIRS

Emily Hubling, Fasken Martineau DuMoulin LLP
Aly Virani, Blaney McMurtry LLP

TABLE OF CONTENTS

Before the Initial Client Meeting
Emily Hubling, Fasken Martineau DuMoulin LLP

During the Client Meeting
Danna Fichtenbaum, Minden Gross LLP

Probate Precedents
Daniel J. Stober, Torkin Manes LLP

Family Law Issues in the Context of Estate Administration
Lisa Laredo, Laredo Law

The Estate Trustee's Responsibilities When Dealing with Estate Assets
Heather Mountford, TD Wealth

Debts and Expenses of an Estate
Jessica Feldman and Alexander Turner, Bales Beall LLP

Closing the Administration of the Estate
Sarah Shipley, Jenkins, Newman & Shipley Law

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