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SKU: OC-62247
About
Faculty
About
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.
Faculty
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
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Viewing of this on-demand program is restricted to the account holder only. For multiple viewers, please contact [email protected] for group pricing. Following your purchase, access the content through your LESA.org account in ‘My Classroom’.