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Thu, Jan 18

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Webinar (2 CPD Hours)

Executor Training 101 (January 2024)

In affiliation with GTA Accountants & Finance Network. This workshop walks the participant through the estate administration process from A to Z.

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Time & Location

Jan 18, 2024, 10:00 a.m. EST

Webinar (2 CPD Hours)

About the Event

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.

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

Instructor(s): 

  • Jim Kibble, independent fee-only estate planner
  • Debbie Stanley, founder of ETP Canada

Tickets

  • 2 CPD Hours

    $89.00
    Tax: HST included
    Sale ended

Total

$0.00

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