Webinar: How to Train Your Executor

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Webinar: How to Train Your Executor
Webinars

CAGP Members: Please be sure you are signed in before continuing with the registration in order to ensure you recieve member pricing.


How to Train Your Executor

Presenter: Kris Love, Senior Trust Officer,
Solus Trust Company Limited

Most executors are new to the task and are unfamiliar with the administrative nuances of charitable gifts by will.  This webinar will provide you with tools to respectfully educate the executors you work with in order to realize your donor’s philanthropic intentions. You will also get tips on how to approach professional executors and the lawyers acting for lay executors.  The timing of administrative milestones such as notice, accounting and tax matters will be discussed.  You will also learn how to handle some common issues that arise in estate administration.


 

Emplacement
Online - Vancouver Island
Canada
Contact
Phone: 604-833-5177
Event Fee(s)
Region: ON $ 29.99 + $ 3.90 Tax
Region: ON (Non-Members) $ 45.99 + $ 5.98 Tax
United Way (Region: ON) $ 29.99 + $ 3.90 Tax
Region: AB, BC, MB, SK, QC, YT, NT, NU (Non-Members) $ 45.99 + $ 2.30 Tax
Region: AB, BC, MB, SK, QC, YT, NT, NU $ 29.99 + $ 1.50 Tax
United Way (Region: Region: AB, BC, MB, SK, QC, YT, NT, NU) $ 29.99 + $ 1.50 Tax
Region: NB, NL, NS & PE (Non-Members) $ 45.99 + $ 6.44 Tax
Region: NB, NL, NS & PE $ 29.99 + $ 4.20 Tax
United Way (Region: NB, NL, NS & PE) $ 29.99 + $ 4.20 Tax