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Advising the Estate Executor/Trustee: How to Do It Right

with Lynne Butler

Thursday, February 4, 2021

Learning Options:

Live webinar with chat*
includes 60 day replay

9:00 am – 10:30 am (Pacific)
10:00 am – 11:30 am (Mountain)
11:00 am – 12:30 pm (Central)
12:00 pm – 1:30 pm (Eastern)
1:00 pm – 2:30 pm (Atlantic)
1:30 pm – 3:00 pm (Newfoundland)

*This program features real-time audio of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A. SK attendees please verify whether you align with Central (MB) or Mountain (AB) time based on season and location.

Registration Fee:

Save $25
Register on or before January 15, 2021
$140.00 + HST

Register after January 15, 2021
$165.00 + HST

Groups Save!

Register 3+ attendees and save up to 25%. See our group discounts here. Contact jennifer@seminarpartners.ca.

CPD Credit Hours:

CPID Credit Hours

ON: This program contains 1.5 Substantive hours.

BC: This program has been approved for 1.5 CPD hours.

SK: This program has been approved for 1.5 CPD hours.

NB: CPD application is pending.

Lawyers in all other mandatory CPD jurisdictions may count their actual attendance at the program towards their CPD requirement/plan.

Seminar Partners is an Accredited Provider of Professionalism Content by the Law Society of Ontario, and a pre-approved CPD Provider of the Law Society of British Columbia.

Technical Information:

Live webinars allow you to hear faculty and see their presentation slides, and ask questions by chat. There is no video feed of the presenter(s). You will need a current web browser (Chrome (Chrome works best), Safari, Firefox), a wired (better than wireless) connection to the Internet of at least 2 Mbps. You can test your internet speed/bandwidth here. If you miss the live program, you can access the archive, at your convenience, for 60 days.

Satisfaction GuaranteeSatisfaction Guarantee:
At Seminar Partners, we’re proud of the quality of our programs and presenters. An overwhelming 98% of our participants say they would recommend the program they have taken to their colleagues. If, after having attended a program in its entirety, you are not satisfied that the program has enhanced your understanding of the subject, and you notify us of this in writing the same day, we will give you a credit toward another program of comparable price.

Who Should Attend

This program is designed for lawyers new to wills and estates law, or who are planning to add the areas of wills, trusts and estates to their existing practice.

About the Program

Do you understand the fundamentals and scope of Executor responsibility? Are you aware of the most common pitfalls practitioners face when advising an estate Executor or Trustee? This highly practical presentation with experienced estates and trusts lawyer Lynne Butler will review the responsibilities, powers, and liabilities of Executors, and the rights of beneficiaries, with a focus on how counsel for the Executor can help avoid conflict and litigation! Among the subjects Lynne will address are:

  • How does a lawyer work with co-Executors who can't get along?
  • How can an Executor defend against an accusation of breach of trust?
  • What does the court consider in an application to remove an Executor?
  • What happens if an Executor overpays a beneficiary?
  • Is there a right to an interim distribution?
  • Can Executors demand releases from beneficiaries before paying them their inheritance?
  • What do you do if your client behaves unethically?

In addition, Lynne will offer suggestions for working with a trust company Executor, dealing with “rogue” Executors, and, resolving disputes about Executor’s fees. Attend this webinar and enhance your skills to help the Executor client avoid common missteps!

Meet Your Presenter

lynne butlerLynne Butler is a lawyer, mediator, and writer. She graduated from UBC Law School and was called to the Bar in Alberta in 1986. After more than 20 years, thousands of wills drawn and hundreds of estates probated, Lynne joined the estates department of a leading trust company for a further seven years. She now practises law in her home province of Newfoundland and Labrador, working exclusively in wills, estates, probate, elder law, trusts, and related matters. Lynne has appeared on, or been interviewed by CPAC, CityTV, Global TV, BNN, CBC Radio, the Wall Street Journal, the Globe and Mail, the Vancouver Province, the Edmonton Journal, the Toronto Star, the Montreal Gazette, Canadian Lawyer, and Maclean's Magazine, among other publications. She is the former co-host of The Law Show, and is the author of ten books about estate planning, including “How Executors Avoid Personal Liability".

Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Introduction

The role of the Executor in the estate

  • Core duties, responsibilities and powers of Executors
  • Key rights of beneficiaries
  • Executor liability

Strategies for representing the fiduciary

  • The lawyer-Executor relationship
  • Sources of confusion and conflict between Executors and beneficiaries
  • Strategies for avoiding conflict and litigation
  • Executor protection

Practical ethical considerations

Program Wrap-up and Evaluation

Praise for Lynne Butler

"Fantastic job breaking difficult information down into digestible chunks that are very easy to absorb."

"A great help in an estate case that I am involved in. Thank you for the terrific information."

"Excellent insights with a no-nonsense approach."

"Wonderful. Lynne’s light tone makes serious and often scary issues seem non-threatening and possible to work through."

"Great presentation. Lynne’s expertise, integrity and experience were clearly evident."

"Information provided was superb and helped to answer a lot of questions that I have!"

Register
Returning Registrant

Registration Fees

All costs are in Canadian dollars before taxes.

HST/GST: 848208492

Until January 15, 2021

Advising the Estate Executor/Trustee: How to Do It Right with Lynne Butler Thursday, February 4, 2021 $140.00

After January 15, 2021

Advising the Estate Executor/Trustee: How to Do It Right with Lynne Butler Thursday, February 4, 2021 $165.00

Groups Save!

Register 3+ attendees and save up to 25%. See our group discounts here. Contact jennifer@seminarpartners.ca.

For program information contact:

Jennifer Snoyer at
Tel. 647.352.8633 or
1.866.606.4212
Email: jennifer@seminarpartners.ca

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