OBA Trusts and Estates Law PROGRAM | 9:00 AM to 12:30 PM (ET)

Estate administration rarely proceeds without complication. Join us to examine some of the most challenging and emerging issues facing estate professionals, with a focus on identifying risk early and navigating problems effectively when they arise. We’ll unravel:

• Exposure to U.S. tax filing and reporting obligations—even for Canadian residents who do not own U.S. real estate—and practical considerations when administering assets held abroad
• Evolving and sensitive areas such as genetic materials and posthumous conception, including planning strategies to avoid disputes and guidance on resolving conflicts if they arise
• Absentee proceedings, Declarations of Death, and Benjamin Orders, with reference to recent case law and the executor’s duty to make reasonable efforts to locate heirs
• How to manage estates involving incapable beneficiaries who lack substitute decision-makers, including recent changes to Rule 7 and the approval of settlements involving incapable persons.

Designed specifically for trusts and estates practitioners, you’ll get practical guidance on navigating complexity with confidence and diligence. Register now!

PROGRAM CHAIR

Monique J. Charlebois, Barrister & Solicitor, MJC Legal Professional Corporation

AGENDA

Full program agenda will be available shortly.