Estate Administration and the Role of the Executor

Guest Speakers:

Charlotte Salomon, Q.C., Partner, McConnan Bion O'Connor & Peterson, Lawyers

Natasha Benn, Manager, Philanthropic Services, Victoria Foundation

What role does an Executor have to fulfill in their fiduciary duties when administrating an estate and what are the expectations of the beneficiary? This presentation will explore the estate gift from the perspective of both the executor and the charity. What do they need from each other, what are their expectations, and what are the common pitfalls of the estate and charity beneficiary relationship throughout the course of an estate administration.