OBA Trusts and Estates Law PROGRAM | On Demand
Original Program Date: November 27, 2025
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:
- 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
PROGRAM CHAIRS
Nicole Cianci, Loopstra Nixon LLP
Lisa Toner, The Ross Firm PC
SPEAKERS
Shael Eisen, Eisen Law
Genevieve Giroday, Giroday Law PC
Craig Ross, Pallett Valo LLP
Safiyya Vankalwala, LawPro
Single Registration
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CBA Member: $122* | CBA Student Member: $68* | Non-Member: $180*
(includes e-materials access) *plus applicable taxes
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Group registration (4 or more)
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CBA Member: $427* | Non-Member: $630*
(includes e-materials access) *plus applicable taxes
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