Estate Administration 101: Who is your Client & Estate Administration Intake; Valuing Unusual Assets; Intestate Issues | CPDonline.ca

Estate Administration 101: Who is your Client and Estate Administration Intake; Valuing Unusual Assets; Intestate Issues

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Credits
Substantive: 0.75
50 minutes
Published
2024
Presenter(s)
Laura Geddes
Cate Grainger
Casey Hayward
Source
Middlesex Law Association
Provider
CPDOnline.ca
Language
English
Length
50 minutes
Price
$209.00 plus tax
19th Wills Estates & Trusts Conference

Cate Grainger presents Who is your Client and Estate Administration, Casey Hayward presents Valuing Unusual Assets, and Laura Geddes presents Intestate Issues.

Presenters

Laura Geddes

Laura E. Geddes practices estate planning and administration at Siskinds LLP, in London, Ontario. Laura regularly advises clients on estate planning strategies ranging from the straightforward to the complex. She also regularly advises clients who are acting as an estate trustee, or as a substitute decision maker, on their duties and obligations. She has a particular interest in estate planning for families with a loved one who receives Ontario Disability Support Payments, including the preparation of Henson Trusts. Laura is a certified Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP). Outside of work, Laura enjoys reading, trying to achieve a passable level of competence on a variety of musical instruments, and spending time outdoors with her family.

Cate Grainger

Cate Grainger is an Estate Lawyer in London with the Harrison Pensa Wills, Estates, Trusts, and Charities Law Group. Her practice focuses on estate planning, estate administration, corporate succession strategies, and not-for-profit law. Cate is distinguished in her field as an internationally recognized Trust and Estate Practitioner (TEP). It's a designation that identifies her advanced knowledge and experience to identify and address developments in the trusts and estates industry. Cate's clients range from individuals to multi-generational families who turn to her for help planning a will and power of attorney, preparing a living will, and structuring estates to ensure that loved ones will be protected after they pass away. She helps clients navigate intestate issues, undertake executor responsibilities, as well as anticipate and manage the tax implications of estate plans, and minimize income tax, capital gains, and probate taxes triggered by death. Cate regularly leads presentations on estate planning matters for financial institutions and retirement homes. She is also a Family Education Series speaker addressing Henson Trust Planning at the Parkwood Institute.

Casey Hayward

Casey Hayward graduated from King’s University College at the University of Western Ontario, with a B.A. in Political Science in 2007. I obtained my law degree from the University of Birmingham (UK) in 2009, and worked for a youth mental health charity before being called to the Ontario Bar in 2012. Prior to moving back to London, my wife, Jennifer, and I lived in the Bay of Quinte region for several years. I maintain a solicitor practice, focusing primarily on real estate agricultural/corporate/commercial, and estate matters. I formerly served as Real Estate Chair and Vice-President of the Hastings County Law Association, and currently serve a director for King’s University College Alumni Association. Jennifer and I also volunteer at the Ark Aid Street Mission on Dundas Street.

Practice Areas