Program Announcement | Practice Foundations: Estate Administration

This program will examine estate administration procedures for “standard” estates and highlight potential issues for estates with unique considerations; identify common challenges and traps in estate administration and develop 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; and consider communication and client relationship management skills/techniques for navigating estate administration matters.

Topics will include:

  • Client introduction meetings
  • The actual grant application
  • Taxes
  • Accounting
  • Other topics in estate administration

This program is designed for newly called lawyers, or for those looking to revisit the basics.

Program Details

Date: October 26, 2023
Time: 9:00 am4:30 pm
Early Bird Price: $475 + GST

Early bird pricing ends on September 26, 2023.


Chair: Victoria Jones, de Villars Jones LLP


Allison Barkwell, BARR LLP
Tiffany A. Franklin, North & Company LLP
David J. Koski, The Estate House
Fraser Lypkie, Lypkie Henderson

How to Register

Click here to register for the in-person program in Edmonton.

Click here to register for the online livestream format.

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