Overview
This seminar will discuss best practices for a lawyer representing the trustee of a discretionary trust regarding the maintaining of proper records, file organization, and handling client property to assist the client properly administer the discretionary trust and avoid claims of negligence.
Topics include:
- Obtaining information from third party trustees.
- Sham trusts.
- Valuing beneficial interests in fixed and discretionary trusts.
Discussion Materials
Session Recording
In the Media
This article was published by Law360 Canada, part of Lexis Nexis Canada Inc. on October 10, 2024.