Ontario Bar Association
Ensure you are equipped to expertly take on the role of estate trustee or attorney for property or personal care without getting tripped up. Our panel of seasoned practitioners will share helpful insights and practical advice on important topics, including:
- Determining whether to take on the role
- Effectively discharging key obligations
- Accounting, recordkeeping and compensation essentials
- Important considerations for lawyers, including:
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- How your professional obligations as a lawyer fit in
- LSO reporting requirements and LawPro coverage questions
- Navigating potential conflicts where you prepared the underlying documents granting these authorities
- Distinguishing between your role as trustee/attorney and your role as lawyer
Pallett Valo Speaker:
Craig Ross, Lawyer
Time:
12:00pm – 2:00pm
Location:
Online
Program Price:
CBA Member: $122* | CBA Student Member: $68* | Non-Member: $180*
*plus applicable taxes
Accreditation
This program contains 0h30 of Professionalism Content and 1h30 of Substantive Content.