Tune into this program hosted by the County of Carleton Law Association (CCLA) featuring Ray Leclair, Dylan McGuinty, Kelsey Buchmayer, and Karen Cooper.
Ray Leclair addresses pitfalls in the practice of wills and estates, citing statistics on the most common claims and how to avoid common issues, including inadequate discovery, conflicts of interest, and clerical errors.
Dylan McGuinty delves into joint asset planning, identifying seven pitfalls. He discusses issues with adult children on joint accounts, blended families, and the importance of having secondary wills. Dylan McGuinty also emphasizes the need for clear documentation, and explains potential claims against joint trust holders.
Kelsey Buchmayer explains the process of dealing with insolvent estates, clarifies misconceptions, and makes the distinction between insolvent and bankrupt estates. She also provides steps for handling insolvent estates, discusses creditor actions, educates us on exempt assets, and much more.
Karen Cooper discusses the contrasts between private foundations and various donor-related gifts. She reviews recent changes to the Income Tax Act, the fundamentals of private foundations, and explains the advantages and disadvantages of different charitable gifts.
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