Passing of accounts is a minefield, and you need to be prepared – don’t become another LawPRO statistic. Over one intensive evening, our expert faculty will teach you how to effectively manage and advise on passing of accounts, compensation and fiduciary accounting issues. You will learn the latest case law updates, and will benefit from hands-on exercises where you will review sample estate accounts.
If your practice touches estate litigation, you’ve likely had to pass accounts. This intensive evening workshop will teach you everything you need to know, from the basics of uncontested and contesting court passings, to compensation and implications of the most recent case law. You will benefit by reviewing sample estate accounts, and will learn firsthand what numbers need to add up where before you sign off.
Welcome and Introduction from the Chair
Passing of Accounts: The Basics
Kimberly A. Whaley and Lionel Tupman, WEL Partners
Reviewing Accounts: What Lawyers Need to Look For
Birute Lyons and Nancy Patrick, WEL Partners
Susan J. Stamm, Counsel, Property Rights, Office of the Children’s Lawyer
This session will review sample estate accounts, with a focus on what lawyers need to look for before signing off. You will learn:
Q & A Session
Please note that the group discount is only available when paying for members of the same organization, at the same time, and payment is made with one invoice.
2-3 delegates: 25% off program fee
4-10 delegates: 30% off program fee
11+ delegates: 35% off program fee
Boardroom rates available.
The video stream will be sent to you via email as soon as payment is successfully processed.
All sales are final. Please make all enquiries related to program content and CPD/MCLE credit hours prior to purchase.
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$295 plus HST
Reinforce your core knowledge and acquire the practical skills you need to navigate complex estate planning and administration issues.
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