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.

This 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.

Below you will recorded sessions from Estate Administration Week, originally aired in April 2022.

Presented by: Victoria Jones, 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: 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.

This session was a live, in-person event and no recording was made.

Presented by: Patty Ko, Bishop & McKenzie 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.

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: Jacklynn Pivovar, Partner, Miller Thomson 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.

This session was a live, in-person event and no recording was made.

Presented by: Colleen Feehan, Feehan Law Office

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).

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: 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.

Presented by: Allison Barkwell, Barkwell Brown Estate and Tax Lawyers, & Michael Simons, McCuaig Desrochers LLP Barristers & Solicitors

To wrap up this year’s Estate Administration Week, two of our volunteer lawyers tackle some of the more general questions that arise from discussions about estate administration.

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.