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Login to watch this video if you have a subscription. Learn more about subscriptions.This session, led by Blair Botsford, a lawyer focused on trusts and estates, is designed for wills and estates practitioners who advise fiduciaries or act as them. Blair examines the legal basis for requiring executors, trustees, attorneys for property, and guardians of property to account for their financial and administrative decisions.
She reviews who is entitled to request an accounting, what form financial accounts must take, and the practical steps lawyers can use to guide fiduciary clients. Drawing on her experience in estate planning and dispute resolution, Blair also shares strategies to help fiduciaries stay compliant and prevent conflicts before they arise.
Blair was called to the Ontario Bar in 1997. Since that time her practice has been focused in the area of trusts and estates. Plan well. Live well. Leave an organized estate. This has been Blair's mantra throughout her career as she coaches domestic and cross-border clients through the estate and succession planning process.
Committed to helping people avoid and resolve private client disputes in an efficient and cost-effective manner, Blair also offers facilitation and alternative dispute resolution services as part of her practice. Blair is a frequent speaker and writer on a range of topics related to trusts and estates as well as being on the editorial board of the Personal Tax and Estate Planning Journal published by Federated Press.
*see individual programs and jurisidictional allowances for accredited hours/requirements for Canadian law societies.
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*see individual programs and jurisidictional allowances for accredited hours/requirements for Canadian law societies.
