How to Protect Yourself from Liability When Acting as Estate Trustee 

Nov. 28, 2017
Toronto ON

OBA Trusts & Estates LAW PROGRAM | 12:30 PM to 2:00 PM

This program is also part of the 2017-2018 Trusts and Estates Passport Series.

You agreed to act as estate trustee, but now what? How can you protect yourself from potential liability while acting in this role? Join our panel to explore some of the common snares and potential pitfalls facing estate trustees, and gather practical strategies for avoiding personal liability. Get helpful insights on key challenges including:

  • Navigating multiple trustees
  • Managing businesses and other corporate holdings
  • Dealing with complex administrations and litigation involving the Estate
  • The intersection of your role as estate trustee and as a lawyer


PROGRAM SPEAKERS

Bradley Phillips, Wagner Sidlofsky LLP
David Lobl, Gowlings WLG

CASE OF THE MONTH

Daniel Stober, Torkin Manes LLP

PROGRAM CHAIR

Tanisha Tulloch, Torkin Manes LLP

PROGRAM DETAILS

Date: Tuesday, November 28, 2017
Time: 12:00 pm Registration & lunch
12:30 pm - 2:00 pm Program
Location: Twenty Toronto Street Conferences and Events
20 Toronto Street, 2nd Floor | Toronto, ON | M5C 2B8
 

PROGRAM PRICE

CBA Member: $65* | CBA Student Member: $35* | Non-Member: $105*

*plus applicable taxes

 

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    OTHER FORMATS AVAILABLE

    This program is also available as a Live Webcast

 

CONTACT INFO

Ontario Bar Association
Tele: (416) 869-1047
Toll-free in Ontario
1-800-668-8900
E-Mail: registrations@oba.org
Web: www.oba.org