- This program has passed.
Practice Foundations: Estate Administration (Livestream)
October 26, 2023 | 9:00 am – 4:30 pm
$393.75 – $525.00Important Change
Individual registration through the attendee’s LESA.org account is now required for all LESA programs.
Program access (including access to e-materials) will be assigned to the LESA.org account used on registration. If you do not yet have an account, one will be created for you on checkout. This change will allow for easy access to e-materials and recording(s) (if available) through the attendee’s LESA.org account. If you have any questions, contact us at info@lesa.org.
This is the registration page for the livestream session. This program is also being offered as an in-person program in Edmonton.
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.
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*Please Note: Program formats and dates are subject to change. Prices are subject to GST. Early bird pricing ends on September 26, 2023.
If multiple lawyers or staff members from your firm would like to attend this program, please contact info@lesa.org for pricing. To receive discounted group pricing, you must contact us prior to the first registration from your firm.
Chair
Victoria Jones, de Villars Jones LLP
Presenters
Allison Barkwell, BARR LLP
Tiffany A. Franklin, North & Company LLP
David J. Koski, The Estate House
Fraser Lypkie, Lypkie Henderson
Dane ZoBell, Felesky Flynn LLP
| Group Discount | Firm Broadcast | |
|---|---|---|
| Applicable Products | Livestreams, webinars, and most in-person programs | Livestreams and webinars |
| Program Access | Individual access | Facilitator access only |
| Materials | Individual access with unlimited views of materials | Facilitator access only, for a limited time. Materials must be downloaded and distributed to the group by the facilitator |
| On-Demand Recording | Individual access with unlimited views of the on-demand recording | No access to the recording |
| Combined Discounts | Can be combined with role-based discounts for new lawyers and students | Cannot be combined with any other discounts |
Details
- Date:
- October 26, 2023
- Time:
-
9:00 am – 4:30 pm
- Cost:
- $393.75 – $525.00
- Program Category:
- Wills and Estates
Other
- Program Format(s)
- Livestream
- Additional Filters
- Practice Foundations
