Agenda

  

Opening Remarks

1:30 - 1:55

Deficiencies in Over the Counter Matters

  • Uncontested passings of accounts
  • Summary guardianship applications
  • Orders for assistance
  • Dispensing with and cancellation of bonds

Lindsay A. Histrop, Cassels Brock & Blackwell LLP

1:55 - 2:15

Electronic Conveyancing in Estate Situations

  • Transmission applications
  • Survivorship applications
  • Joint ownership
  • Cautions and vesting

Bonnie Yagar, Pallett Valo LLP

2:15 - 2:30 Questions
2:30 - 2:45 Break
2:45 - 3:05

Reporting to the Estate Planning Client

  • Personal circumstances, assets, instructions
  • Beneficiary designations
  • Registration of title to assets
  • Avoiding e & o claims

Barry S. Corbin, Fraser Milner Casgrain LLP

3:05 - 3:25

Reporting to the Estate Trustee

  • Roles and responsibilities
  • Assets gathered
  • Income tax and creditors' claims
  • Receipts and releases
  • Executor's compensation

Corina S. Weigl, Fasken Martineau DuMoulin LLP

3:25 - 3:45

Reporting to the Estate Litigation Client

  • Will challenges
  • Dependent's support claim
  • Passing of accounts, breach of trust litigation

Liza C. Sheard, EVANS Lawyers/Advocates

3:45 - 4:05

Reporting to the Guardian or Attorney

  • Assets and their administration
  • Decisions taken
  • Results achieved and accounts
  • Interim reporting

Jan Goddard, Jan Goddard & Associate

4:05 - 4:25 Panel Discussion - Reporting Letters
 

Bonus Video Presentation:
From the February 24, 2004 meeting of the Trusts and Estates Section:

Case Comment: Marinangeli v. Marinangeli (2003) 66 O.R. (3rd) 40 (Ont. C.A.).
Louise Christofolakos, Barrister & Solicitor

 

 

Note re Institute 2004 - Morning Session

We would also like to recognize and thank the speakers who participated in our morning session.

These presentations were not recorded, but all materials distributed are available on the CD-ROM.

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