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:
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. For financial assistance, please email email@example.com
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, including a link to the program materials 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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Web - On Demand
$295 plus HST
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.