Overview

Learning Points will include:

  • Types of fiduciaries
  • Types of decisions
  • Types of accounting and reporting
  • Court passing format rules under Ontario’s Rules of Civil Procedure
  • Trust disclosure rules (tax and non-tax)
  • Fiduciary compensation calculations

Course curriculum

    1. Presentation

    2. Recording

About this course

  • $49.00
  • 1 CPD hour
  • January 15, 2025

Instructor(s)

Blair L. Botsford

BA, LLB, MA, TEP, Principal, Botsford Law

Blair Botsford is the principal at Botsford Law, which is a trusts, estates and private client boutique based in downtown Toronto that serves both domestic and international clients.

Plan well. Live well. Leave an organized estate. This is the vision Blair has carried through her 25+ years as a trusts and estates lawyer. Blair believes that comprehensive estate planning provides value to clients, their families and businesses by helping to minimize risk as well as unnecessary cost and conflict. The result is peace of mind for everyone so attention can be focused on what matters most.

The illness or loss of a loved one can be a stressful time. Clients come to Blair for advice and services with respect to their executor, trustee or power of attorney roles that is practical, sensitive and tailored to their needs. Blair also advises beneficiaries of estates and trusts.

Blair offers legal services to individuals, organizations and law firms on matters ranging from straightforward to highly complex.