Executor Duties, Beneficiary Rights, and Your Role

with Lynne Butler

Thursday, May 23, 2019

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 May 3, 2019
$140.00 + HST

Register after May 3, 2019
$165.00 + HST

OR Get this webinar for $0 with an Individual Annual All Access Pass

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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: This program has been approved for 1.5 CPD hours.

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, Safari, Firefox, Internet Explorer), a wired (better than wireless) connection to the Internet of at least 2 Mbps, and Adobe Flash Player 12 or higher. You can test your internet speed/bandwidth here. You can find out whether you have Adobe Flash Player installed here. You can download the player directly here. If you miss the live program, you can access the archive, at your convenience, for 60 days.

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Who Should Attend

This program is designed for all lawyers involved in advising executors and beneficiaries.

About the Program

The relationship between you and your client, who is acting as executor, can be complicated - especially when disputes arise between the executor and beneficiaries. While the question as to whom you owe a duty when representing an executor - who, in turn, owes duties to the beneficiaries - may be answered in law, successfully navigating that relationship in practice requires a little expert guidance. This new, 90 minute program with experienced estates lawyer Lynne Butler will explore common questions about the responsibilities and powers of executors, and the rights of beneficiaries, with a focus on how counsel for the executor can avoid controversy! Among the subjects Lynne will address are:

  • Who can see the will?
  • 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?
  • Is an application to remove an executor reasonable?
  • What is the limitation period on a claim for breach of trust?
  • 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?

In addition, Lynne will offer suggestions for: working with a trust company executor; dealing with “rogue” executors; and, resolving disputes about executor’s fees. Don’t miss this unique opportunity to get answers to everyday questions about the divergent interests of executors and beneficiaries, and your role as lawyer! You’ll leave with a better understanding of how to successfully explain and approach real-life situations, without “crossing the line” or driving up costs.

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, Today's Parent, Caregiver Solutions, Advisor's Edge, and Maclean's Magazine, among other publications. She is the co-host of a weekly radio show, The Law Show, and is the author of ten books about estate planning.

Program Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Introduction

The lawyer-executor relationship

Core duties, responsibilities and powers of executors Key rights of beneficiaries

Sources of confusion and conflict between executors and beneficiaries

Strategies for avoiding disagreements

Ethical issues

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 May 3, 2019

Executor Duties, Beneficiary Rights, and Your Role - Thursday, May 23, 2019 $140.00

After May 3, 2019

Executor Duties, Beneficiary Rights, and Your Role - Thursday, May 23, 2019 $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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