WeirFoulds Seminar for Trust Professionals

Caroline Abela, Clare Burns, Lori Duffy
9/29/2010
9:00 a.m. - 11:30 a.m.
Ivey ING Direct Leadership Centre, Legacy Room, 130 King Street West, The Exchange Tower

The WeirFoulds Trusts & Estates Practice invites you to a seminar designed specifically for Trust Professionals.

Date: Wednesday, September 29, 2010

Details:

Ivey ING Direct Leadership Centre, Legacy Room

130 King Street West, The Exchange Tower

(King Street and York Street)

9:00 a.m. to 11:30 a.m. (Breakfast to be provided)

Chair: John O'Sullivan

Topics of Discussion:

  • When do Trustees risk costs in applying to court for Directions? The "momentous decision" test in Canada.
  • Recent Developments in Costs: What Trustees need to know.
  • Issues when working with Attorneys and Guardians.
  • Top 10 Flash Points for preparing effective Management Plans.
  • When are communications between a Trustee and its solicitors privileged as against beneficiaries?
  • The prudent investor test: discretionary investment, standard of care and delegation.

RSVP by September 20, 2010 to events@weirfoulds.com.