This presentation provides an overview of the grant application process, including both the GA paper forms and the Surrogate Digital System. It focuses on addressing issues “outside” of what is contemplated by the forms. This on-demand program was originally presented as an in-person program titled Administration of Estates on September 16, 2026. Total running time is 57 minutes.

This program is designed to give lawyers a solid grounding in practicing estate administration. It examines estate administration procedures for “standard” estates and highlight potential issues for estates with unique considerations. It identifies common challenges and traps in estate administration and provides 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.  This on-demand program was originally presented as an in-person program titled Administration of Estates on September 16, 2026. Total running time for each presentation ranges from 55 minutes to 1 hour, 21 minutes.