Your First Estate Administration (YLD)

  • May 29, 2014

PURCHASE

Publication | Archived Video

DESCRIPTION

The administration of an estate requires proper knowledge of various areas of law. Obtain the key information and understanding you need from areas such as family law, real estate, and components of tax law, such as Estate Administration Tax and Income Tax. Also, receive important updates, such as amendments to the Estate Administration Tax Act that have broadened the government's auditing powers. Learn the practical tools to take you successfully through an estate administration, on topics such as: information gathering, applications for a Certificate of Appointment of Estate Trustee, family law issues relating to an estate administration, estate assets, debts, and administering and closing an estate. Whether you are a solicitor who will be assisting clients with applications for a Certificate of Appointment of Estate Trustee or the administration of estates, or an experienced practitioner wishing to brush up on these matters, this publication is essential.

PROGRAM CHAIRS

Chris Markou, Lawrence, Lawrence, Stevenson LLP
Lucinda Main, Beard Winter LLP

TABLE OF CONTENTS

Preliminary Client Inquiries and Considerations: Before Meeting With The Lawyer
Risa Awerbuck, Torkin Manes LLP

Estate Administration -The Initial Interview
Pauline Sheps, LawPro

To Probate or Not to Probate? - That is the Question
Chris Markou, Lawrence, Lawrence, Stevenson LLP

Family Law Issues on Death: Income Tax, the Matrimonial Home and Support Obligations
Ambie Edgar-Chana, Edgar-Chana Law

Family Law Issues in Estate Administration
Benjamin D. Arkin, Whaley Estate Litigation

Dealing with the Assets of the Estate
Lucinda E. Main, Beard Winter LLP

Debts and Expenses of the Estate
Eric Hoffstein, Minden Gross LLP

Estate Administration Considerations When Making Distributions
Gosha Sekhon, Senior Manager, Legal and Regulatory, Scotiatrust

Estate Accounts
Barry Corbin, Corbin Estates Law Professional Corporation