Trusts and Other Complex Estate Administrations 

19 nov. 2024
ON

OBA Trusts and Estates Law PROGRAM | 12:00 PM to 2:00 PM (ET)

Join us to gain practical strategies for administering complex estates and trusts. Our expert faculty will provide insights on critical topics, including:

  • Key considerations for post-mortem tax planning; 
  • Guidance for trust activation and wind up; and
  • Managing the unique challenges that can arise in complex estate administration, including:
    • Oversight of operating businesses (key person, staff salaries, contract obligations);
    • Locating missing heirs or disclaimers vs. renunciation by a beneficiary;
    • Trustee succession issues for long-term trusts.


Gather valuable advice to navigate the evolving legal landscape with confidence and better serve your clients. Register now to secure your spot!
 

PROGRAM CHAIR

Gosha Sekhon, Sekhon Legal Services

SPEAKERS

Jandy John, Equitable Bank/Concentra Trust
Demetre Vasilounis, Fasken Martineau DuMoulin LLP
Robert Kepes, Morris Kepes Winters LLP
Alexandra Manthorpe, Cunningham Swan Carty Little & Bonham LLP
Kent Williams, Cunningham Swan Carty Little & Bonham LLP

PROGRAM DETAILS

Date: Tuesday, November 19, 2024
Time: 12:00 pm - 2:00 pm Program (ET)
 

PROGRAM PRICE

CBA Member: $119* | CBA Student Member: $66* | Non-Member: $176*

*plus applicable taxes

 

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    FORMAT AVAILABLE

    Click here to register for the archived video stream.



    Group rates Available:

    2 - 4 registrants = 10% discount
    5 - 9 registrants = 15% discount
    10 - 19 registrants = 20% discount
    20+ = 25% discount

    To take advantage of the discount, please contact:
    registrations@oba.org



    SPONSORSHIP

    Interested in sponsoring this CPD program?

    Click here for more information.



    Viewer Specifications for Webcast

    Zoom App (latest version)
    Adobe Acrobat Reader 10.0+
    High-speed internet connection
    Modern web browser, e.g. Internet Explorer 11+

 

CONTACTEZ-NOUS

Ontario Bar Association
Tele: (416) 869-1047
Toll-free in Ontario
1-800-668-8900
E-Mail: registrations@oba.org
Web: www.oba.org