Program Chair(s)
Kimberly A. Whaley
WEL Partners
Whether you have been required to pass accounts, or had to advise someone in this area, passing of accounts requires complex and multi-part considerations.
You need to understand the idiosyncrasies and common errors in this area in order to have a successful Wills and Estates practice.
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.
Registration includes 120-day unlimited, online access to the recorded program.
What You’ll learn
The passing of Accounts: The Basics
Circumstances when accounts need to be passed
Jurisdiction to pass accounts
Relevant limitation periods to consider
Procedure and rules for passing accounts of: Guardian of Property – Incapable person; Guardian of Property- Minor; Attorneys for Property; Estate Trustees and Trustees
Uncontested vs. contested court passings
Remedies for the failure to account
Case law update
Procedural requirements and jurisdictional idiosyncrasies in Passings of Accounts
Overview of Compensation
Compensation for Estate Trustees
Compensation for Guardians and Attorneys
The Office of the Children’s Lawyer and the Office of the Public Guardian and Trustee in Reviewing Accounts: their role, review process and common objections
What the Office of the Children’s Lawyer and the Office of the Public Guardian and Trustee look for when reviewing accounts
Common Objections made by the Children’s Lawyer and the OPGT
Reviewing Accounts: What Lawyers Need to Look For
Guidelines for distinguishing between income and capital
How to conduct a thorough analysis- which numbers need to add up where?
Common errors to watch out for
What qualifies as inadequate accounting?
Who Should Attend
Both experienced wills and estates practitioners who want to refresh their knowledge and those newer to estates practice
Faculty
Program Chair
Kimberly A. Whaley
WEL Partners
Instructors
Agenda
View the program brochure and agenda to see what you’ll learn from leading experts.
Register
Recorded: Apr 7, 2020
$345 + HST
Printable registration form
If a downloadable form is required, please contact osgoodepd@osgoode.yorku.ca.
“Is financial assistance or funding available?”
As law evolves, we know how important it is to stay up to date. We also understand the financial implications of continuously upgrading your professional skills and knowledge. For more information on available options, including Job Grants, OSAP, please visit:
CPD and Accreditation
OsgoodePD is an accredited provider with the LSO, the Law Society of BC and NY CLE Board. Select your location to view the eligible hours you may be able to claim. Listed hours are based on the original live program. Online program viewing varies by jurisdiction, please email cpd@osgoode.yorku.ca or refer to your regulatory body to ensure compliance.
| Substantive | 2h 25m |
|---|---|
| Professionalism | 30m |
| Total | 2h 55m |
Are you reporting hours from a previous date?
View our CPD & Accreditation page to see previously calculated hours for this course.
Deeper Learning Opportunities
The Osgoode Certificate
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Client and Technical Support
Have questions? Get advice in person, by email or over the phone.
Program content questions
Gail Geronimo, Program Lawyer
ggeronimo@osgoode.yorku.ca
Registration questions
Technical support
Online Technical Requirements
To ensure you do not encounter any issues that will impact or limit your learning experience, please review the following information.