Agenda - January 29th, 2019

9:00

Welcome and Introduction by PBLI

9:05

Chair's Welcome and Introduction to Day One

 

Emma A. McArthur

Farris, Vaughan, Wills & Murphy LLP

 

9:15

Estate Administration in the Courts

 

Barbara Janzen

Hamilton Duncan Armstrong + Stewart Law Corporation

 

Tara Britnell

Hamilton Duncan Armstrong + Stewart Law Corporation

 

  • A review of recent cases where estate administration has ended up in court
  • Take-away lessons

 

10:05

Questions and Discussion

10:15

Refreshment Adjournment

10:30

Navigating Probate

 

Emma A. McArthur

Farris, Vaughan, Wills & Murphy LLP

 

  • Filing when there are multiple wills
  • Filing in the face of wills variation actions
  • Issues surrounding the registry's mandated forms

 

  11:20

Questions and Discussion

  11:30

Applications to Remove or Replace an Executor or Attorney

 

Helen Low, Q.C.

Fasken Martineau & DuMoulin LLP

 

  • Test for removal by beneficiaries
  • Test for removal by co-trustees
  • Discharge on removal applications
  • Interim removal during litigation

 

  12:20

Questions and Discussion

  12:30

Networking Lunch

   1:40

All in the Family: Can't We All Just Get Along?

 

Mark Slay

North Shore Law LLP

 

  • Multiple spouses
  • Illegitimate or adopted children
  • Children excluded from the process

 

   2:30

Questions and Discussion

   2:40

Refreshment Adjournment

   2:55

Contested Committeeships
 

Jeffrey Locke

McLellan Herbert

 

  • Who is your client: Patient or family?
  • Medical evidence
  • Opposition to a proposed committee

 

   3:45

Questions and Discussion

   3:55 Passing Accounts
 

Roger Lee

DLA Piper (Canada) LLP

 

  • Record-keeping obligations
  • Charitable beneficiaries
  • Challenges to fees and expenses
  • Remuneration

 

4:45 Questions and Discussion
4:55 Chair's Closing Remarks
5:00 Program Concludes