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. Learn how you can make a difference.
Our thanks to the volunteer lawyers that offer their valuable time to make Estate Administration Week possible. Access more resources related to wills and estates.
Our 2023 Estate Administration Week took place between April 17-21, 2023. Thanks to all who attended! Find recordings of our virtual events below.
Presented by: Patty Ko, Bishop & McKenzie LLP
This presentation includes 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.
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.
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.
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.
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.
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.