WeirFoulds Seminar for Trust Professionals

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.