Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Being an executor of a business comes with its own set of responsibilities and challenges. Does the will clearly set out what the objectives are as your role? Are you to be the Managing Director, Chief Executive Officer or Chief Financial Officer?
This session will be delivered in a webinar format and will cover:
- The role, duties, and risks of being an executor.
- The particular complexities of dealing with an estate owning a business.
- Leadership, Strategic planning, Decision Making, Financial Mangement, Legal compliances, Communication.
- What is a Power of Attorney?
- What happens if there is no will?
Key Takeaways
By the end of this course, you will understand:
- Necessity of business succession planning.
- Maintaining harmony amongst family members.
- How to choose your executor?
- How to choose your attorney?
- How Estate Stewards Inc. can help.
Who Will Benefit
Examples of professions who may benefit from this seminar include:
- Tax Advisor
- Director of Finance
- Principal
- Manager
- Accountant/Controller
- Financial Planner
- Trust Officer
- Licensed Insolvency Trustee
How to Access the Course
This course is delivered as a live webinar. To receive verifiable CPD hours, you must attend the session live. We recommend joining at least 5 minutes before the scheduled start time. For the best interactive experience, please use a computer equipped with a camera and microphone.
A reminder email with the Zoom link and course details will be sent two business days before the session. If you do not receive it, please check your spam or junk folder.
The same information, including any available materials, will also be posted in advance on our Blackboard LMS.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Akua Carmichael is Vice President, Estate Planning & Services. She provides customized estate planning and administration solutions. Akua is a lawyer and has extensive experience in estate law, having previously provided estate planning, administration, and litigation services. She was called to the Ontario Bar in 2006 and is a member of the Law Society of Ontario and the Society of Trust and Estate Practitioners (STEP). Akua also has experience in the wealth management and insurance industries. She is a frequent speaker, writer, and educator on estate and trust issues.