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. Topics include:
- Taking instructions
- The grant application
- Taxes in estate administration
- Accounting in estate administration
- How to avoid having the administration of an estate turn into litigation
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 between 57 minutes to 1 hour, 21 minutes.
Chair
Victoria A. Jones, de Villars Jones LLP
Presenters
Eleanor Carlson, Carbert Waite LLP
Maya Claire Gordon, Reynolds Mirth Richards Farmer LLP
David J. Koski KC, Rackel and Company LLP
Fraser Lypkie, Lypkie Henderson
Benjamin Taylor, BARR LLP