Tue, Jun 14
|Webinar (2 CPD Hours)
Executor Training 101
In affiliation with GTA Accountants & Finance Network. Many people end up letting their name stand to be an executor for someone without having the first clue about what they are getting themselves into.
Time & Location
Jun 14, 2022, 10:00 a.m.
Webinar (2 CPD Hours)
About the Event
This workshop walks the participant through the estate administration process from A to Z. All participants will also receive the most comprehensive executor duties checklist that they have ever seen that is customized for Ontario. We will cover:
1. Executor compensation
2. The risks of being an executor and ways to lessen those risks
3. The alternatives to acting as an executor
4. Ways to mitigate the burden placed on an executor
5. Ways to attempt to preserve family harmony among beneficiaries
Speakers:
Jim Kibble, independent fee-only estate planner
Debbie Stanley, founder of ETP Canada
Tickets
General
$69.00Tax: +$8.97 HSTSale ended
Total
$0.00