This program will examine estate administration procedures for “standard” estates and highlight potential issues for estates with unique considerations; identify common challenges and traps in estate administration and develop strategies to resolve or prevent them; explore ethical issues that can arise during estate administration, including conflicts of interest, confidentiality and privacy, and fiduciary duties owed by personal representatives and/or lawyers; and consider communication and client relationship management skills/techniques for navigating estate administration matters.
Topics will include:
- Client introduction meetings
- The actual grant application
- Taxes
- Accounting
- Other topics in estate administration
This program is designed for newly called lawyers, or for those looking to revisit the basics.
Program Details
Date: October 26, 2023
Time: 9:00 am – 4:30 pm
Early Bird Price: $475 + GST
Early bird pricing ends on September 26, 2023.
Faculty
Chair: Victoria Jones, de Villars Jones LLP
Presenters
Allison Barkwell, BARR LLP
Tiffany A. Franklin, North & Company LLP
David J. Koski, The Estate House
Fraser Lypkie, Lypkie Henderson
How to Register
Click here to register for the in-person program in Edmonton.
