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.

Groups Save!

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

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.

Who Should Attend

This program will appeal to lawyers whose practice includes estate planning and administration, especially those who advise or act as executors and trustees.

About the Program

Difficult beneficiaries can create a long, expensive and unpleasant estate administration. From feeling slighted to simply misunderstanding the process, disgruntled beneficiaries can act out in any number of ways. Examples include inserting themselves into administration of the estate, threatening to sue or contest the will, withholding necessary information, or harassing the executor. Fortunately, many of the dynamics that lead to difficult beneficiaries can be anticipated and even avoided. In this entertaining and highly practical presentation, veteran estates mediator and litigator Charles Ticker reveals the circumstances that give rise to difficult beneficiaries and offers important planning, drafting and estate administration advice to avoid conflict and help protect the estate, other beneficiaries, and the executor from unnecessary drama and possible legal claims. Drawing on a blend of psychological research, cases from his own practice and noted celebrity estates, Charles describes typical troublesome or uncooperative beneficiary scenarios, and shares defensive planning and administration strategies to head off common and not so common beneficiary complaints. By the end of the program, you’ll be more aware of situations that contain heightened risk for difficult beneficiaries, and you’ll have new tools to successfully plan for and manage difficult beneficiaries. Don’t miss this opportunity to get practical solutions to one of the biggest challenges that estate practitioners and executors face!

Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Introduction

Who are Difficult Beneficiaries?

What Make Beneficiaries Difficult?

Building Tools into the Estate Plan to Reduce Conflict

Estate Administration Strategies to Limit Conflict

Options to Resolve Conflict

Program Wrap-up and Evaluation

Praise for Charles Ticker

"Very useful presentation with some good tips."

"Comprehensive program, covered all of the ground promised."

"Some good suggestions and valuable information. I enjoyed the courses. Thank you."

"Information provided was very relevant to an estate practice and well presented."

"Informative presentation. I appreciated the quotes, stories and caselaw attached to the materials."

"Enjoyable and informative. Useful for my personal situation as much as my professional practice."