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


Program Chair

Kimberly A. Whaley

WEL Partners



 View the program brochure and agenda to see what you’ll learn from leading experts.


Recorded: Apr 7, 2020

$345 + HST

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“Is financial assistance or funding available?”

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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 or refer to your regulatory body to ensure compliance.

CPD Hours
Contact us for inquiries about other provinces.
Substantive2h 25m
Professionalism 30m
Total2h 55m

Are you reporting hours from a previous date?

View our CPD & Accreditation page to see previously calculated hours for this course.

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