SKU: OC-62247
Explore in-depth issues relating to estate planning and estate administration.
Topics include:
- Best practices and quality control in a planning practice
- Best practices and quality control in an administrative practice
- Developing process protocols
- Fee strategies
- Tax issues and practical advice
- Will drafting
- Substantive issues
This on-demand program was originally presented as an in-person program on April 29, 2022.
Total running time for each presentation is approximately 45 minutes. Each presentation in this program is available for individual purchase.
You may also be interested in sessions from LESA’s Refresher 2022: Wills and Estates. Click here for the full list of on-demand presentations from this program.
Co-Chairs
John E.S. Poyser, The Wealth & Estate Law Group
Shelley E. Waite, McLeod Law LLP
Presenters
Clare Burns, Weir Foulds LLP
Nancy L. Golding QC, Moodys Private Client
Nadja Ibrahim, PwC Canada
David J. Koski, The Estate House by Gorman & Koski LLP
Farha Salim, Field LLP
Karen Dunn Skinner, GIMBAL Canada Inc.
David Skinner, GIMBAL Canada Inc.
Kimberly A. Whaley, WEL Partners
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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