Estates - Probate Planning Gone Wild 2.0; Duty to Account; Executor & Power of Attorney Responsibilities; Estate Administration | CPDonline.ca

Estates - Probate Planning Gone Wild 2.0; Duty to Account; Executor and Power of Attorney Responsibilities; Estate Administration

Estates - Probate Planning Gone Wild 2.0; Duty to Account; Executor and Power of Attorney Responsibilities; Estate Administration
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Credits
Substantive: 1.25
75 minutes
Published
2019
Presenter(s)
Douglas Buchmayer
Laurie Lord
Kathleen McDormand
Anthony McGlynn
Paul Taylor
Source
County of Carleton Law Association (CCLA)
Provider
CPDOnline.ca
Language
English
Length
75 minutes
Price
$109.00 plus tax
Includes Handouts

Douglas Buchmayer, Paul Taylor, Anthony McGlynn, Kathleen McDormond, and Laurie Lord discuss:

  • Probate Planning Gone Wild 2.0
  • Duty to Account
  • Executor and Power of Attorney Responsibilities
  • Estate Administration  

Presenters

Douglas Buchmayer Planning Committee Member

Douglas Buchmayer is a partner in the Ottawa office of Gowling WLG, whose practice concentrates primarily in the areas of estate planning, estate litigation and estate administration. Douglas has chaired and spoken at various continuing legal education seminars over the years and has appeared on radio and television to discuss estate planning issues. A past Bar Admission Course instructor at the Law Society of Upper Canada for the Estate Practice section and current Solicitor Examination Tutor, Douglas has also lectured in the area of estate administration at the University of Ottawa for law clerks and lectured at the Faculty of Law, University of Ottawa, in trust law. Douglas is the general counsel for the Nunavut Trust, a past president of the Ottawa Estate Planning Council, and is a member of the Society of Trust and Estate Practitioners (S.T.E.P.). Douglas is a member of the East Region Solicitors Conference Planning Committee.

Laurie Lord

Laurie Lord is Regional Manager, Private Trust Services for TD Wealth, Ontario North and East. Laurie just celebrated her 37th anniversary with TD Wealth Private Trust Services. Throughout her career Laurie has experienced the roles of Trust Administrator, Investment Account Manager, Executive Trust Officer, Will and Estate Planner and Manager. Laurie participated as a delegate in the July 18th 2017 Tax Proposal on Taxing Private Corporations, Trust Law Reform Symposium, and the Provincial/Federal/Territorial Forum on the Financial Abuse of Seniors held in Ottawa. Laurie has completed Trust Officer Training Programs and with honors the Canadian Securities Course as well as many ICB Estate and Financial Planning, Administration and Taxation courses and is a certified retirement specialist. Over her career Laurie has been a member of Estate Planning Councils in Winnipeg, Manitoba, Calgary, Alberta and for the last 13 years Ottawa, Ontario. She has held the role of Chairperson for the Society of Trust and Estate Practitioners (STEP) Ottawa Board and continues to volunteer on a number of Committees with STEP Canada. She received her TEP designation in 1996 and has been a member of Winnipeg, Calgary and now Ottawa chapters. Laurie has also been involved in the development of the STEP Certificate in Estate and Trust Administration course. Laurie resides in West Rural Ottawa, Ontario with her husband Dan and they have two daughters, Chantal and Amanda. She and her family have, for many years now, significant involvement in their community as volunteers with the Carp Agricultural Society.

Kathleen McDormand

Kathleen McDormand is a partner in the Ottawa office of Borden Ladner Gervais LLP and is the Regional General Manager of the Commercial Litigation Group in Ottawa. Kathleen practises as an estate litigator, commercial litigator and estate mediator in Ontario and Nunavut. She is the Ottawa Regional Leader of Team North. She has extensive experience in all aspects of estate litigation and is a frequent speaker and author on estates-related matters. Kathleen is the chair of the Regional Issues Subcommittee for the Executive of the OBA Trusts and Estates Law Section. Kathleen has completed mediation and leadership programs through Harvard Law School Executive Education and has been appointed as mediator in several estates disputes. Kathleen was selected by peers for inclusion in the 2019 edition of The Best Lawyers in Canada® (Corporate and Commercial Litigation). She was also recognized in the 2018 edition (and since 2017) of The Canadian Legal Lexpert® Directory (Estate & Personal Tax Planning). During the Bar Admission Course, Kathleen received the highest grades in Ottawa and the second highest grades in Ontario. She was awarded the Isadore Levinter Memorial Award, the Law Society’s First Prize, the Edwin George Long, K.C. Memorial Scholarship, the Gowling Lafleur Henderson LLP Prize and the Osgoode Society Prize for Canadian Legal History.

Anthony McGlynn

Anthony P. McGlynn is a Partner and Firm Co-Chairman at Perley-Robertson, Hill & McDougall and heads the firm’s Personal Legal Needs and the Estate Planning and Administration Groups. Anthony’s expertise is in the areas of business law, intellectual property and personal legal needs. Anthony was called to the Bar in 1986. He is actively involved in the community and has been involved with several organizations including, Part-time Professor – University of Ottawa Law School – Trusts Course (2011 – 2013); President of the Ottawa Estate Planning Council 2005-06; Member of the Board of Directors of the Bytown Museum; Former Honourary Solicitor, Loeb Health Research Institute, The Ottawa Hospital; Former Member and Treasurer, Board of Directors, Ottawa-Carleton Community Care Access Centre; and Former Member and President, Board of Directors, Ottawa-Carleton Placement Coordination Service.

Paul Taylor

Paul Taylor is a partner in the Ottawa office of Borden Ladner Gervais LLP. Paul's practice focuses on trust, estate, and incapacity planning and administration as well as corporate law. Paul has a wide range of trust, estate, and incapacity experience, including planning for individuals with high value and complex assets, working with clients to provide for beneficiaries with disabilities, and preparing, amending, and interpreting trusts for aboriginal groups. Paul's corporate law experience includes the implementation of corporate structures as part of tax and other planning. Paul received his LLB, University of Manitoba (Robson Hall) in 2007 and was called to the Ontario Bar in 2008 and Nunavut in 2017. Paul is very active in the community and is Board President at Ottawa Salus. He's a former board member of Bruce House, Ryan's Well Foundation, and Fund for a New Generation.

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