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.
This program is part of The Osgoode Intensive Program in Wills & Estates. For a full listing of required programs, click here.
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
Fees include attendance, program materials, continental breakfast, lunch and break refreshments.
OsgoodePD offers group rates for both on site and webcast formats. Please note these are only available when registering for members of the same organization, at the same time, and payment is made with one invoice.
We will make every effort to present the certificate program as advertised, but it may be necessary to change the dates, location, speakers or content with little or no notice. In the event of program cancellation, York University and Osgoode Hall Law School’s liability is limited to reimbursement of paid fees.
Substitution of registrants is permitted at any time. If you are unable to find a substitute, a full refund is available if a cancellation request is received in writing 14 days prior to the program date. If a cancellation request is made with less than 14 days notice, a $75 administration fee will apply. No other refund is available.
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Take a giant leap forward with the Osgoode Intensive Program in Wills & Estates. Opt for in- depth comprehensive coverage of the essential topics, or fill gaps in specific areas with separately bookable modules.