October 15, 2024

Treatment of Trusts in Equalization Claims

October 15, 2024 at 12:00PM (ET) on ZOOM

Treatment of Trusts in Equalization Claims

October 15, 2024
at 12:00PM (ET) on ZOOM
This program is eligible for CPD hours required of Lawyers.
This program is eligible for CPD hours required of Lawyers.
Treatment of Trusts in Equalization Claims

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.

Presenters

Counsel, Wagner Sidlofsky LLP

David Freedman

Estate Lawyer

Associate, Epstein Cole LLP

ingle

Family LAW Lawyer

Sponsors

b'nai brith canada
Wagner Sidlofsky LLP
BMO Private Wealth
torken
Weir Foulds LLP
David Freedman

C. David Freedman

Counsel, Wagner Sidlofsky LLP

David brings an approach to resolving his clients’ legal issues that is rooted in a deep understanding of the law but is very pragmatic. He is happy to work with clients on simple and complex matters and within the confines of a client’s resources.

Hilary Ingle

Associate, Epstein Cole LLP

Hilary is a family law lawyer at Epstein Cole LLP. Following her graduation from the University of Toronto Faculty of Law, Hilary articled with the firm before returning as an associate. Hilary’s practice encompasses all areas of family law, including complex financial issues relating to both property and support, domestic contracts, and parenting matters. She has successfully represented clients in all levels of court in Ontario. In parallel with her private practice, Hilary has worked with various pro bono initiatives to assist underserved and marginalized populations.