1. Presentation

    2. Infographic

    3. Recording

About this course

  • $49.00
  • 1 CPD hour
  • June 6, 2024

Course description

Do you know what’s involved in administering an estate? Do you know what your clients, or their executors, will be facing? Estate administration is complicated, filled with an array of challenges and obstacles. Yet, successful management of an estate is mission-critical for estate planning to be truly effective.

This course will cover:

  • A Cross-Country Estates Checkup: Overview of estate administration considerations, nuances and timelines, by province.
  • Who Moved My Cheese: How innovative estate & trust technology is transforming estate administration and planning, creating new opportunities and a new paradigm.
  • Bulletproofing Estate Planning: Understanding the client’s family DNA to mitigate risk of unwarranted disputes.
  • The Equal vs. Equitable Conundrum: Don’t leave addressing this for the executors (spoiler: it seldom ends well)
  • Where’s the Money: Funding the estate is too often overlooked in planning, yet it’s the big headache faced by executors.
  • The Evolution of Client Expectations: Project success requires bridging the generational gap.

    This course is an extensive primer on estate administration for advisors involved in estate planning who have not had hands-on experience with the estate administration process. You’ll come away with ideas and tips to apply to your estate planning work with clients, to help them ensure their intentions can be carried out to the fullest extent.

    • Instructor(s)

    Bruce Young

    CPA, CA, CEA, Estates & Trusts Advisor

    Bruce is an accountant (CPA, CA) with a multidisciplinary skill set and extensive business experience. His career spans leadership roles for private equity and family investors of small to midsize companies, along with his professional work while at PricewaterhouseCoopers (PwC) that included litigation support and cross-border tax services.

    His results-oriented, pragmatic approach is the foundation for Collective Agreement, his consultancy service specializing in estate and trust administration. Integrating innovative technology designed for estate and trust professionals, he helps optimize client outcomes.

    Based in Toronto, he works with clients across Canada that are referred by their professional advisors, typically for more complex or contentious estate/trust matters.