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Planning for & Administering Unique Estate Assets

September 25 @ 1:30 pm - 3:00 pm

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.

Seminar Partners is an Accredited Provider of Professionalism Content by the Law Society of Ontario and a pre-approved CPD Provider of the Law Society of British Columbia.

*The circumstances under which CPD credit will be recognized for watching archive programs vary by province. If you are viewing the recording of the live webinar, please verify with your law society the circumstances under which they will recognize CPD hours for the recording.

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.

Satisfaction Guarantee:
At Seminar Partners, we’re proud of the quality of our programs and presenters. If, after attending a program in its entirety, you are not satisfied that the program has enhanced your understanding of the subject, and you notify us in writing the same day, we will give you a credit toward another program of comparable price.

Who Should Attend

This session is ideal for lawyers practicing in the areas of wills and estates who want to boost their confidence handling non-traditional assets.

About the Program

Your clients’ estates aren’t always filled with stocks and bank accounts. Sometimes, they own less traditional assets like comic book collections, vintage cars, animals, or firearms. These assets come with distinct legal, tax, and practical considerations that, if overlooked, can create significant issues during estate administration. How do you value an item or collection with no clear market? What happens when an estate can’t sell something quickly enough to pay taxes? Who takes care of live animals before probate is granted? If you’re not prepared, these situations can cause delays, stress, and legal risk. Attend this fun, practical webinar with seasoned estates practitioners Demetre Vasilounis and Sandra Arsenault and learn how to spot and plan for these unique assets before they become problems. You’ll gain practical insights into how to:

  • identify assets that require special treatment in wills and trusts
  • plan for valuation and liquidity issues for items that don’t have obvious market value
  • address succession planning for heirlooms, collections, or family-held valuables
  • understand the legal implications of owning firearms, live animals, and other items
  • advise executors on storage, transfer, insurance, and disposal of unique property

Don’t miss this chance to deepen your understanding of real-world estate issues that rarely show up in wills and estates seminars. You’ll leave more confident and better prepared for whatever comes your way.

Meet Your Presenter

Demetre Vasilounis is a Partner in the Tax and Estates & Trusts Groups of Aird & Berlis LLP. He has experience in a broad range of estate and trust planning and administration matters. A particular focus of Demetre’s practice is digital asset planning. He also has extensive experience drafting and negotiating domestic contracts. Demetre frequently writes and speaks on emerging issues in succession planning, including for international audiences. He holds the prestigious Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners (STEP).

Meet Your Presenter

Sandra Arsenault is an experienced Law Clerk in the Trusts, Wills, Estates, and Charities group in the Toronto office of Fasken. Sandra interacts with a broad range of clients and entities, and routinely drafts estate planning, and estate and trust administration documentation. She frequently writes and presents on estate planning and administration topics, including for the Society of Trust and Estate Practitioners (STEP). She is in the process of completing her STEP Certificate in Estate and Trust Administration. Sandra was also featured in the 2024-2025 Canadian Donor’s Guide.

Schedule (Eastern)

12:00 pm – 1:30 pm

Welcome and Introduction

Planning for Unique Assets
General Considerations
Specific Examples

Administering Unique Assets
General Consideration
Specific Examples

Additional Take-aways

Program Wrap-up and Evaluation

Register

Venue

Online