Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
The role of being an executor comes with several responsibilities and challenges, including a lengthy list of duties. This course will touch on a number of areas such as the risks of being an executor, what happens if there is no will, and the difference between a will and powers of attorney.
This session will be delivered in a webinar format and will cover:
- The requirements and complexities of being an executor.
- Estate administration duties including record keeping, dealing with CRA, and accounting to beneficiaries.
- The potential for personal liability in acting as an executor.
- Potential communication challenges between executors and beneficiaries.
- Important considerations for choosing an executor and others to assist in the implementation of the estate plan.
Key Takeaways
By the end of this course, you will understand:
- How to choose your executor?
- How to choose your attorney?
- Maintaining harmony amongst family members.
- How Estate Stewards Inc. can help.
Who Will Benefit
All CPAs and finance professionals who require knowledge in managing their personal finances for success.
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.