Learning Options:
Live webinar with chat
includes 60 day replay*
9:00 am – 10:30 am (Pacific)
10:00 am – 11:30 am (Mountain)
11:00 am – 12:30 pm (Central)
12:00 pm – 1:30 pm (Eastern)
1:00 pm – 2:30 pm (Atlantic)
1:30 pm – 3:00 pm (Newfoundland)
*This program features real-time video of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A. SK attendees please verify whether you align with Central (MB) or Mountain (AB) time based on season and location.
Technical Information:
Live webinars allow you to view faculty, see their presentation slides, and ask questions by chat. You will need a current web browser (Chrome (Chrome works best), Safari, Firefox), a wired (better than wireless) connection to the Internet of at least 2 Mbps. You can test your internet speed/bandwidth here. If you miss the live program, you can access the archive, at your convenience, for 60 days.
Who Should Attend
This program will be useful to estate planners and litigators alike.
About the Program
Contested accountings are one of the most powerful and dangerous tools in trust and estate litigation. Whether acting for fiduciaries or beneficiaries, counsel must understand how courts scrutinize trustee and executor conduct, allocate the burden of proof, and impose remedies when accounts are challenged. This program with experienced estates litigator Kaan D. Alkin examines contested trust and estate accountings from a national, principles-based perspective. You will learn when accountings are required, how objections are framed, and how courts assess compensation claims, fiduciary conduct, record-keeping, delay, and more. The session also explores evidentiary challenges, available remedies, and the cost consequences that often drive settlement. Designed for trust and estate litigators across Canada, this program focuses on practical litigation strategy rather than provincial procedure. Topics include:
- Tactical considerations for counsel
- Evidentiary pitfalls
- Interaction with related estate litigation
Don’t miss this unique opportunity to enhance your understanding of strategy, risk, and remedies in this important area.
Meet Your Presenter
Kaan D. Alkin practices with Boughton Law in Vancouver, BC. An estate litigation lawyer focused on complex disputes involving estates and trusts, he is committed to helping clients navigate estate and elder law disputes with clarity and confidence. With a background in science, Kaan brings a disciplined and analytical approach to litigation. Kaan has experience litigating a broad range of estate and trust disputes, including wills variation claims, contested spousal status, undue influence and incapacity claims, unjust enrichment, breach of trust, abuse of power of attorney, contested gifts and inter vivos transfers, will interpretation applications, contested committeeships, executor and trustee accountings, compensation disputes, and applications for the removal of executors or trustees. An active member of the legal community, Kaan currently serves on the Executive of the Canadian Bar Association British Columbia, Vancouver Wills and Trusts Subsection.
Schedule (Eastern)
12:00 pm – 1:30 pm
Welcome and Opening Remarks
Legal Framework for Estate & Trust Accountings
Initiating and Contesting a Passing of Accounts
Grounds of Contest
- Executor/trustee compensation
- Breach of fiduciary duty
- Record-keeping failures
- Delay in administration
- Investment management issues
Burden of Proof and Evidentiary Issues
Remedies
Costs Consequences
Program Wrap-up and Evaluation