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Advanced Roundtable in Estates Law 2010
Program originally held on May 17, 2010
Chair(s):
Hilary E. Laidlaw, C.S.
McCarthy Tétrault LLP
In these uncertain economic times, senior estates practitioners are now more keenly aware of the need to plan estates for both economic upturns and downturns. Has this economic downturn heightened the level of competence and performance required of estate and other fiduciaries? Can these fiduciaries continue to rely on the conventional wisdom of financial experts as they have in the past? What drafting changes should be considered to give more specific direction to fiduciaries regarding the testator's wishes? Should greater consideration be given to qualifications before a fiduciary is appointed? What changes should be contemplated to existing plans? This roundtable program affords you an opportunity to take part in facilitated discussions with your peers on these and other pressing issues facing you in this uncertain economic climate.
Program Content
You will learn about:
- Duties and competencies of estate trustees and other fiduciaries in uncertain economic times
- Approaches to drafting and other strategies to implement the testator's wishes
Speakers
Jordan M. Atin, C.S., Atin Professional Corporation
Barry S. Corbin, C.S., Corbin Estates Law Professional Corporation
Bernadette Dietrich, McCarthy Tétrault LLP
Hilary E. Laidlaw, C.S., McCarthy Tétrault LLP
Margaret R. O'Sullivan, O'Sullivan Estate Lawyers Professional Corporation
Suzana Popovic-Montag, TEP, Hull & Hull LLP
Kimberly A. Whaley, C.S., Whaley Estate Litigation