SKU: OC-62247-2
About
Faculty
About
Using the presenter’s experiences over the years, this session considers best practices in an estate administration practice. It delves into topics such as:
- The initial consultation with a personal representative
- Assets and debts
- Canada Pension Plan benefits
- Tax filings
- PR compensation
- Retainer agreements
- Due diligence letters
- Grant application and issuance
- Payments and reimbursements
This on-demand program was originally presented as an in-person session on April 29, 2022, as part of our Managing Wills and Estates Matters program. Total running time is 49 minutes.
This presentation also comes with two complimentary panel discussions by the program faculty.
You may also be interested in other presentations from this program. Click here for the full Managing Wills and Estates program.
Faculty
Co-Chairs
John E.S. Poyser, The Wealth & Estate Law Group
Shelley E. Waite, McLeod Law LLP
Presenter
David J. Koski, The Estate House by Gorman & Koski LLP
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Viewing of this on-demand program is restricted to the account holder only. For multiple viewers, please contact [email protected] for group pricing. Following your purchase, access the content through your LESA.org account in ‘My Classroom’.
