Personal Liability, Indemnification & Advising the Estate Trustee & Challenging Family “Gifts” | CPDonline.ca

Personal Liability, Indemnification and Advising the Estate Trustee and Challenging Family “Gifts”

Personal Liability, Indemnification and Advising the Estate Trustee and Challenging Family “Gifts”

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Credits
Substantive: 1.0
Published
2015
Presenter(s)
Angela Fallow
Brian Gillingham
Source
Cunningham Swan LLP
Provider
CPDOnline.ca
Language
English
Length
1 hour
Price
$119.00 plus tax
Wills & Estates Group - Breakfast Seminar
Includes Handouts
  • Personal Liability, Indemnification and Advising the Estate Trustee
  • Challenging Family “Gifts”

Presenters

Angela Fallow

Angela Fallow is a lawyer with Cunningham, Swan, Carty, Little & Bonham, and since her call to the bar in 2007, has developed her practice in estate planning and estate administration. She has also developed expertise in the legal aspects of incapacity and disability planning and end-of-life decision making. Angela is a frequent presenter on topics such as cross-border tax and estate planning, disability law, taxation and registered plans, MAID & end-of-life decision making, powers of attorney wills, effective probate planning and executor liability. She is Co-Chair of the Frontenac Law Association Estates Group, sits on the Pathways to Education cabinet and was the past Kingston Lead for the National Refugee Sponsorship Support Program. She recently completed the final qualifications to become a full member of the Society of Estate and Trust Practitioners (“STEP”) this year and hopes this will free her up to complete the long-overdue LL.M. in Elder Law at Queen’s.

Brian Gillingham

Brian Gillingham provides comprehensive estate planning advice to help clients identify and implement succession plans through the use of wills, multiple wills, trusts and will substitutes.

Brian also provides guidance to estate trustees during the estate administration process and represents trustees, attorneys, beneficiaries and disappointed beneficiaries involved in contentious estate matters. As part of his wills and estates practice, Brian routinely advises clients on a variety of estate planning structures, including testamentary trusts, spousal trusts, spend-thrift trusts, alter ego trusts, Henson trusts, regulatory trusts and insurance trusts.

In addition to the above, Brian is a member of the firm’s business law and real estate law groups and advises on the following matters:

  • shareholder and partnership agreements;
  • the purchase and sale of residential and commercial real property;
  • business structures and incorporations;
  • the purchase and sale of business assets and shares;
  • business succession planning;
  • charity and not-for-profit law;
  • corporate governance matters; and
  • commercial leasing.

Brian grew up in the Kingston area and returned to practice following his call to the bar. He articled with the firm in 2011 and previously worked with the Ministry of the Attorney General in Toronto, Ontario.

Practice Areas

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