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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
A firm broadcast license allows firms or organizations to purchase an on-demand program for viewing as a group at a significantly discounted per person fee. Firm broadcast licenses are purchased by a facilitator who will receive access and is granted permission to broadcast the on-demand program for the pre-selected number of viewers. The facilitator may download and distribute program materials to viewers. The on-demand program must be viewed by all viewers in the same location and at the same time. Access to the on-demand program (recording(s) and materials) will be available on the facilitator’s LESA.org account for one month after purchase.
For payment, cancellation, transfer, group discount, and firm broadcast policies, click here.
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