Estate Administration and Management of Estate Gifts

The “executor’s year” doesn’t always proceed smoothly.  This presentation will discuss the family disputes, complicated assets, and other factors that may lead to a delayed estate administration.   We will also review the: obligations of the executor, early and ongoing reporting requirements to charitable beneficiaries, recent case law on the cy-près doctrine – the safety net for faulty charitable clauses in wills, and importance of proper will drafting.

Your presenter: Johnathan Ng

Jonathan is a lawyer at Underwood Gilholme Estate Lawyers, a group that works exclusively in the areas of: Wills, Enduring Powers of Attorney, Personal Directives, Trusts, Estate Administration, and Adult Guardianship and Trusteeship.

He joined the firm after leaving his practice in estate litigation and is happy to be applying those lessons from the courtroom to his practice in estate planning and estate administration.

Over the years, Jonathan has been a speaker at Chinook Learning Services, Kerby Centre, and several financial institutions.  He is a member of the Canadian Bar Association South Alberta Wills and Trusts Section and the Estate Planning Council of Calgary.

Jonathan is a professional engineer who had a former life in the paper industry, working in environmental engineering and waste management.

Education:

B.Eng.&Society – McMaster University

LL.B. – University of Calgary

Memberships:

Association of Professional Engineers and Geoscientists of Alberta

Law Society of Upper Canada

Law Society of Alberta

Canadian Bar Association

Estate Planning Council of Calgary