OBA Trusts and Estates Law PROGRAM | Original Program Date: November 19, 2024

Join us to gain practical strategies for administering complex estates and trusts. Our expert faculty will provide insights on critical topics, including:

• Key considerations for post-mortem tax planning; 
• Guidance for trust activation and wind up; and
• Managing the unique challenges that can arise in complex estate administration, including:
  • Oversight of operating businesses (key person, staff salaries, contract obligations);
  • Locating missing heirs or disclaimers vs. renunciation by a beneficiary;
  • Trustee succession issues for long-term trusts.

Gather valuable advice to navigate the evolving legal landscape with confidence and better serve your clients. Register now to secure your spot!
 

PROGRAM CHAIR

Gosha Sekhon, Sekhon Legal Services

SPEAKERS

Jandy John, Equitable Bank/Concentra Trust
Demetre Vasilounis, Fasken Martineau DuMoulin LLP
Robert Kepes, Morris Kepes Winters LLP
Alexandra Manthorpe, Cunningham Swan Carty Little & Bonham LLP
Kent Williams, Cunningham Swan Carty Little & Bonham LLP