Building your Estate Practice Seminar

Building your Estate Practice
A lunch seminar on Estate Administration for Accountants.
Presented by:
CLARK, WILSON
BC's Law Firm for Business

Estate Administration for Accountants

Acccountants are ideally suited to act as executors for Estates, a function which carries important responsibilities and can provide reasonable compensation. There are many opportunities for a trusted accountant to be asked by clients and other professionals to act as executor.

Yet how many accountants actually take advantage of these potential opportunities?

Clark, Wilson is offering a short, powerful seminar specifically for accountants, which will provide practical information and approaches to building your estate practice.

This complimentary seminar is part of Clark, Wilson's outreach programming, desiged to provide practical advice and business development information to other professionals involvd in the estate planning industry.

All participants will receive a binder of helpful articles complementing the seminar content.

The time commitment is limited and the venue is convenient - don't miss this opportunity.

Space is limited, so reserve early.

Agenda

11:45 am Registration

Noon Welcome & Overview

12:05 pm Douglas Howard
Acting as Executor/Trustee for Your Client

• Duties and Responsibilities - what's involved in acting as Executor/Trustee for your client?
• Application for probate - why is probate necessary?
• Charging Clauses in Wills/Remuneration/Fee Agreements - can you charge your professional hourly rate?
• Summary of the new investment rules

12:25 pm Amy Mortimore
Presenting an Passing Estate Accounts

• Requirement for Accountings - can they be avoided?
• Practical advice regarding the form of accounts - what is the Court looking for?

12:45pm Mark Weintraub
Common Sources of Litigation (and how to avoid them)

• Wills Variation Act applications
• Cy-pres applications
• incapacity/undue influence claims

1:05pm Question & Answer Period

Speakers

Douglas Howard is a senior partner with Clark, Wilson, and Chair of the firm's Wills and Estates practice group. His extensive practice in developing and implementing tax effective estate plans for his clients encompasss a wide variety services, including: tax planned Wills; Trusts; Representation Agreements; Powers of Attorney; Committeeships; Estate Administration; Executor's right, duties and compensation; and Estate issues in connection with RRSP and RRIF. Doug may be reached at tel. 604 643 3110, or by email mdh@cwilson.com.

Mark Weintraub is a partner in Clark, Wilson's Litigation Department. He has had considerable experience as counsel in highly disputed Estates, involving allegations of negligent or fraudulent administration. A number of his cases have involved novel points of law or complex factual issues, including legal obligations of executors, committeeships, powers of attorney, status of parties and gender discrimination. Mark may be reached at tel. 604 643 3113, or email msw@cwilson.com

Amy Mortimore is an associate with Clark, Wilson's Estate Litigation Practice Group. She has experience in various estate litigation issues, including contested accounting, incapacity issues, variation claims, and undue influence claims. She is also a co-author of CLE's text, British Columbia Estate Planning and Wealth Preservation, specifically in the chapter addressing claims pursuant to the Wills Variation Act. Amy may be reached at tel. 604 643 3177, or email aam@cwilson.com