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Estate Accounting 2018

Date

Monday, January 15, 2018 (01:00 PM-04:00 PM)

Add this event to your calendar (Downloads an .ICS file)

CPD Hour(s)*
2 h Substantive
1 h Professionalism

Additional Information

Page Count: 112

* Remember: You must attend CPD programs or view them on demand to claim CPD Hours. Reading CPD materials alone does not qualify.

You may count recorded programs that you watch without a colleague towards your annual CPD Requirement—up to a maximum 6 hours. Recorded programs include archived webcasts, video replays, or any other on-demand program.

Chair(s)
  • Justin de Vries
    de VRIES LITIGATION LLP
  • Kathleen McDormand
    Borden Ladner Gervais LLP
Description

Complex accounting issues and vexing legal questions often come up in reviews of draft estate accounts. In this comprehensive session, accounting experts and estates practitioners explain everything you need to know about estate accounts, from starting balances to the valuation to unique estate assets such as goodwill, choses in action and foreign assets. Also tackled are fiduciary claims, such as constructive trusts, and their impact on estate accounting, recent case law developments, and accounting remedies against a fiduciary.

  • Obtain guidance on dealing with digital assets in passing of accounts applications
  • Consider how best to use experts in contested applications
  • Understand what bookkeepers need to prepare proper accounts
  • Learn what the bench wants to hear in contested passing of account applications
  • Hear about the common pitfalls in preparing accounts and how to avoid them

Presenters

  • Caroline AbelaWeirFoulds LLP
  • Katherine AntonacopoulosCounsel, Property Rights, Office of the Children’s LawyerMinistry of the Attorney General
  • Elizabeth BozekEstate & Trust ConsultantThe Bank of Nova Scotia Trust Company, Scotia Wealth Management
  • Justin de Vriesde VRIES LITIGATION LLP
  • Ross EarnshawGowling WLG (Canada) LLP
  • Andrew Felker, C.S.Walker Head Lawyers
  • Kathleen McDormandBorden Ladner Gervais LLP
  • Carla PreeceCourt Format Accounts
  • Susan StammCounsel, Property Rights, Office of the Children's LawyerMinistry of the Attorney General
  • Lisa TonerSorbara, Schumacher, McCann LLP
  • Diane Vieirade VRIES LITIGATION LLP
  • Corina WeiglFasken Martineau DuMoulin LLP

Registration Options

Registration Mode *
Learning format *

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All prices are subject to applicable taxes.