Professional Responsibility & Ethical Issues in Wills & Estates | CPDonline.ca

Professional Responsibility & Ethical Issues in Wills & Estates

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Credits
Professionalism (Ethics, etc.): 0.5
30 minutes
Published
2019
Presenter(s)
Daniel J. McNamara
Source
Middlesex Law Association
Provider
CPDOnline.ca
Language
English
Length
30 minutes
Price
$79.00 plus tax
The Fourteenth Annual Wills, Estates & Trusts Seminar
Includes Handouts

A review and discussion of several fact scenarios that lead to ethical issues in an Estate practice.

Presenters

Daniel J. McNamara

Daniel J. McNamara practises in the areas of wills and succession, labour and employment, real estate, and corporate representation of religious institutions and government-funded social service agencies, including those established to support adults with intellectual disabilities. He has also represented hospitals and other heath care institutions.

With particular reference to Dan’s wills and succession practice, he has extensive experience in drafting wills and powers of attorney, acting as solicitor to estate trustees, acting as an estate trustee and performing estate trustee services on behalf of trustees, including preparation of estate accounts and the preparation and filing of income tax returns. He has appeared in various estate court proceedings such as the removal of an estate trustee and contested passings of accounts. He has pursued mediation training and has participated in estate mediation, both as counsel and as a mediator.

Dan was invited to act as a seminar leader at the Bar Admission Course in London since the late 1970's and continued in that capacity until 1998 when he was appointed Senior Instructor for the Estate Planning and Administration section. Dan has also participated as a presenter in Law Society CLE programs at London.

Dan frequently addresses community group respecting wills, powers of attorney and estates.

He was appointed to the Adjunct Faculty of University of Western Ontario Faculty of Law in 2001 and has taught the Wills and Succession course in that capacity.

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