In this presentation, Blair Botsford, will examine the legal basis for requiring fiduciaries such as executors, trustees, attorneys for property and guardians of property, to account for their financial and other decisions as well as the required form of financial accounts. 

Blair will also discuss who is entitled to request an accounting and when. Additionally, we will review some tips and tricks to help fiduciaries stay onside.

Presenter:  Blair Botsford - Botsford Law - Toronto

Blair has over 25 years of experience providing advice and services across the non-contentious private client spectrum including: estate planning and administration, wills, trust planning and administration, powers of attorney and incapacity planning, disability planning and guardianship applications, business succession planning, charitable giving, family office structuring, taxation of trusts and estates.

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.

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Registration $35 - Recording Available

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information