Estate Administration Week
Estate Administration Week is a series of free presentations that help Edmonton and area residents learn the ins and outs of effectively administering an estate.
Every April, we partner with a dedicated team of volunteer estate lawyers to answer your questions about estate planning. The sessions offer information about:
- Planning an estate,
- What an estate can and cannot do,
- Proper accounting procedures for an estate, and
- Why it is so important to plan an estate with the help and expertise of a lawyer, accountant, and financial and estate planner.
Having a properly planned estate ensures you determine who:
- Gets what from your hard-earned assets,
- Will administer your estate, and
- Makes decisions in case things go awry.
After family and loved ones are taken care of, many people choose to create a lasting legacy in their community. A will intention is a great way to do this.
Research shows that 98% of Canadians make donations in their life. Planning for a legacy gift in your will ensures that your dreams and aspirations for the community continue beyond your lifetime. Working with ECF can help individuals and families build funds that reflect their interests.
Our 2023 Estate Administration Week is coming up between April 17-21. Find the full event schedule, including links to register for virtual events, below.
Time: Monday, April 17, 2:00pm
Location: Central Lions Seniors Association
11113 113 St NW Edmonton, AB T5G 2V1
Presented by: Colleen Feehan, Feehan Law Office
When a person is assigned or chooses to take on the role of administering the estate of another person, there are many responsibilities and duties expected. In this session, learn more about what these duties entail and gain a better understanding of what is involved with such an important role. Additionally, review what is important to consider when selecting your own executor.
Time: Monday, April 17, 2:00pm
Location: Northgate Lions Seniors Recreation Centre
7524 139 Ave NW Edmonton, AB T5C 3H7
Presented by: Anna-May Choles, Rackel Belzil LLP
When a person is assigned or chooses to take on the role of administering the estate of another person, there are many responsibilities and duties expected. In this session, learn more about what these duties entail and gain a better understanding of what is involved with such an important role. Additionally, review what is important to consider when selecting your own executor.
Time: Tuesday, April 18, 2:00pm
Location: This is an online presentation. Register on Eventbrite.
Presented by: Patty Ko, Bishop & McKenzie LLP
This presentation will include information about Power of Attorney (POA), Trusteeship, Personal Directive (PD), Guardianship and what the difference is between these roles when is comes to planning your Estate or if you are an Executor handling the Estate.
Time: Tuesday, April 18, 6:00pm
Location: This is an online presentation. Register on Eventbrite.
Presented by: Michelle D. Coleman, CPA, CA, TEP, CEA, Partner, MNP Taxation Services
There are no secrets in estates, especially when it comes to accounting and reporting to CRA, creditors and others. Learn what is required, what is expected, and what can go wrong at this crucial stage of estate administration.
Time: Wednesday, April 19, 10:00am
Location: Stanley A. Milner Library (Downtown)
7 Sir Winton Churchill Square Edmonton, AB T5J 2V4
Civic Employees Fund Rooms – 1,2,3
Presented by: Jacklynn Pivovar, Partner, Miller Thomson LLP
This presentation includes information about potential claimants against an estate including family maintenance and support claims as well as claims by creditors or the Canada Revenue Agency. You will also learn about your legal obligations as an executor to competing claimants and how you can effectively administer the deceased’s estate.
Time: Wednesday, April 19, 2:30pm
Location: Terwillegar Rec Centre
2051 Leger Rd NW Edmonton, AB T6R 0R2
Multi-Purpose Room #6
Presented by: Victoria Jones, de Villars Jones, Barristers and Solicitors
Not everything goes according to plan. How might you avoid disputes or what are your options for resolving them? This session covers estate disputes, what executors are able to do, dealing with capacity concerns and how to deal with self represented litigants (persons involved in a lawsuit).
Time: Weednesday, April 19, 6:30pm
Location: This is an online presentation. Register on Eventbrite.
Presented by: Kendall Cairns, de Villars Jones, Barristers and Solicitors
When a person is assigned or chooses to take on the role of administering the estate of another person, there are many responsibilities and duties expected. In this session, learn more about what these duties entail and gain a better understanding of what is involved with such an important role. Additionally, review what is important to consider when selecting your own executor.
Time: Thursday, April 20, 10:00am
Location: This is an online presentation. Register on Eventbrite.
Presented by: Benjamin Taylor, Partner, Barr LLP
Our presenter walks us through some typical Do’s and Don’ts to help guide you through your role as an executor and provide some good advice on how to stay out of hot water.
Time: Thursday, April 20, 6:30pm
Location: Telus World of Science
11211 142 Street NW Edmonton, AB T5M 4A1
Presented by: Shelly Chamaschuk, Reynolds, Mirth, Richards & Farmer LLP
Some estate issues are more common than you might think. Be better prepared by learning about some of them. This session looks at intestacy (when someone dies without a will), capacity issues, dealing with foreign assets or trying to locate missing beneficiaries.
Time: Friday, April 21, 10:00am
Location: This is an online presentation. Register on Eventbrite.
Presented by: Jenna Carvalho, Guardian Estate Company
Estates and families can get complicated and sometimes appointing a loved one as your executor may not be the best option. Learn all about professional executors and when they should be considered for your estate.
Time: Friday, April 21, 2:00pm
Location: This is an online presentation. Register on Eventbrite.
Presented by: Allison Barkwell, Barkwell Brown Estate and Tax Lawyers, & Michael Simons, McCuaig Desrochers LLP Barristers & Solicitors
Our volunteer lawyers will discuss their professional experiences in regards to some of the unintended consequences that can arise when executing an Estate.
To learn more about Estate Administration Week and how to leave a lasting legacy contact our Donor Services Team by phone at 780-426-0015 or via email at tgleason@ecfoundation.org
PLEASE NOTE:
The information contained in this year’s sessions is based on Alberta law and is for general information only and to encourage you to ACT — to get professional assistance to get a good and valid will, personal directive and enduring power of attorney in place to protect your family, your assets and your business.
The information in these sessions is NOT legal or tax advice and does not replace legal or tax advice. Every person has a unique situation. For legal advice about your situation and/or to prepare these important documents make sure to visit a wills and estates lawyer.