Passing of Accounts & Fiduciary Accounting

Faculty

Over one intensive evening, our expert faculty will teach you how to effectively manage and advise on passing of accounts, compensation and fiduciary accounting issues. You will learn the latest case law updates, and will benefit from hands-on exercises where you will review sample estate accounts.

You will learn:

• Passing of Accounts: The Basics
  – Circumstances when accounts need to be passed
  – Jurisdiction to pass accounts
  – Relevant limitation periods to consider
  – Procedure and rules for passing accounts of: Guardian of Property – Incapable person; Guardian of Property- Minor; Attorneys for Property; Estate Trustees and Trustees
  – Uncontested vs. contested court passings
  – Remedies for the failure to account
  – Procedural requirements and jurisdictional idiosyncrasies in Passings of Accounts
  – Case law update
• Overview of Compensation
  – Compensation for Estate Trustees
  – Compensation for Guardians and Attorneys
• The Office of the Children’s Lawyer and the Office of the Public Guardian and Trustee in Reviewing Accounts: their role, review process and common objections
  – What the Office of the Children’s Lawyer and the Office of the Public Guardian and Trustee look for when reviewing accounts
  – Common Objections made by the Children’s Lawyer and the OPGT
• Reviewing Accounts: What Lawyers Need to Look For
  – Guidelines for distinguishing between income and capital
  – How to conduct a thorough analysis- which numbers need to add up where?
  – Common errors to watch out for
  – What qualifies as inadequate accounting?

Faculty

Chair

• Kimberly Whaley, WEL Partners

Faculty

• Albert Oosterhof, Professor Emeritus, Counsel WEL Partners
• Lionel Tupman, WEL Partners
• Ian Hull, Hull and Hull LLP
• Nancy Patrick, WEL Partners

Fees

Fees include attendance, program materials, dinner and break refreshments.

Group Discounts

OsgoodePD offers group rates for both on site and webcast formats. Please note these are only available when registering for members of the same organization, at the same time, and payment is made with one invoice.

Program Changes

We will make every effort to present the Intensive Program as advertised, but it may be necessary to change the dates, location, speakers or content with little or no notice. In the event of program cancellation, York University and Osgoode Hall Law School’s liability is limited to reimbursement of paid fees.

Cancellations and Substitutions

Substitution of registrants is permitted at any time. If you are unable to find a substitute, a full refund is available if a cancellation request is received in writing 14 days prior to the program date. If a cancellation request is made with less than 14 days notice, a $75 administration fee will apply. No other refund is available.

Technical Support

In the event you experience technical difficulties, please contact opdsupport@osgoode.yorku.ca for assistance.

FAQs

Have questions? Read our FAQs.

Program Details

Questions on program registration?
Please contact the Registration Team at osgoodepd@osgoode.yorku.ca

Questions on the program content?
Please contact the Program Lawyer:
Gail Geronimo at ggeronimo@osgoode.yorku.ca