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.
*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.
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.
This program will be of interest to wills and estates practitioners of all experience levels.
Knowing the steps to administer an estate is critical for a successful wills and estates practice. Whether you are advising an executor or acting as executor yourself, fiduciaries must meet specific legal requirements. This highly practical presentation with experienced estates practitioner Krista Clendenning will address key tasks, dates and documents in the administration process, from notifying relevant parties to closing the estate. You will learn about important tax matters, executor compensation, assessing potential claims, and pitfalls that may lead to fiduciary liability. Topics include:
Whether you’re new to estate administration or seeking to refine your existing toolkit, this webinar offers an invaluable checklist of essential action items that will help you and your executor clients manage estates with greater confidence and efficiency. Register today to ensure you’re fully prepared for your next estate administration file.
Krista Clendenning is a partner with Tradition Law LLP in Winnipeg, Manitoba, practicing in estate planning and estate administration. She has focused her wills practice on planning for family members of persons with disabilities. Krista is a member of the Estate Planning Council of Winnipeg. She earned her T.E.P. and became a member of the Society of Trust and Estate Practitioners in 2021. She is an active speaker on estates law topics, including for the local branch of STEP, the Manitoba Bar and the Canadian Bar Association. Krista is also a prolific writer, including for the Canadian Estates and Trusts Reports and Estates and the Canada Trusts and Pensions Journal. She is a past recipient of the Manitoba Bar Association’s Headnotes and Footnotes Award for her firm’s column on wills and estates decisions in MBA’s monthly newsletter. Finally, Krista lends her time as editor of the Manitoba chapter of the National Concordance, a reference guide for estate and succession law across Canada.