Practice Foundations: Estate Administration (Livestream)

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 [email protected] 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