To Be or Not to Be: The Executor - Powers, Obligations and Liabilities (Live Webinar)
Overview
Acting as an Executor can be financially rewarding for the member or the member’s client who agrees to act. However, the job can be onerous and fraught with complexity, acrimony and personal risk. The goal of this seminar is to provide you with sufficient knowledge so that you can make an informed decision or assist your clients in making informed decisions as to whether you or your clients should take on the Executor’s role. You will learn and examine the stages of estate administration from date of death through to distribution, final accounting and release.
ADVISORY
This session is scheduled to be recorded and made available for sale as part of our PD On-demand inventory. The recording will focus solely on the instructor's video and discussions that do not pertain directly to the course content will be edited out.
Applicable for
Content
- the probate process
- dealing with creditors and claims
- safeguarding estate assets
- managing beneficiary expectations
- compensation
- accounting and release
Course Dates & Registration
.webp?language=en-CA)
Genevieve Taylor, LL.B., is a principal of Legacy Tax + Trust Lawyers. Genevieve’s practice includes all aspects of trust and estate planning and administration including crafting estate plans, preparing applications for representation grants and advising executors, trustees and beneficiaries in contentious and non-contentious matters. Genevieve is a frequent speaker and author in her areas of practice. She is a member and past Chair of the Vancouver Wills and Trusts Subsection of the Canadian Bar Association and a member of the Society of Trust and Estate Practitioners. She was an adjunct professor at the Allard School of Law at the University of British Columbia from 2017 until the spring of 2019..webp?language=en-CA)
Christine Muckle, JD, TEP, is a Principal at Legacy Tax + Trust Lawyers where she practices in the area of estate planning, trust and estate administration, with a focus on cross border U.S.-Canada planning and administration. Christine also advises U.S. citizens and green card holders with respect to the relinquishment of U.S. citizenship and certain U.S. tax compliance issues. Christine has completed Parts I, II, and III of the CPA Canada In-Depth Tax Course. Genevieve Taylor, LL.B., is a principal of Legacy Tax + Trust Lawyers. Genevieve’s practice includes all aspects of trust and estate planning and administration including crafting estate plans, preparing applications for representation grants and advising executors, trustees and beneficiaries in contentious and non-contentious matters. Genevieve is a frequent speaker and author in her areas of practice. She is a member and past Chair of the Vancouver Wills and Trusts Subsection of the Canadian Bar Association and a member of the Society of Trust and Estate Practitioners. She was an adjunct professor at the Allard School of Law at the University of British Columbia from 2017 until the spring of 2019. Christine Muckle, JD, TEP, is a Principal at Legacy Tax + Trust Lawyers where she practices in the area of estate planning, trust and estate administration, with a focus on cross border U.S.-Canada planning and administration. Christine also advises U.S. citizens and green card holders with respect to the relinquishment of U.S. citizenship and certain U.S. tax compliance issues. Christine has completed Parts I, II, and III of the CPA Canada In-Depth Tax Course. Genevieve Taylor, LL.B., is a principal of Legacy Tax + Trust Lawyers. Genevieve’s practice includes all aspects of trust and estate planning and administration including crafting estate plans, preparing applications for representation grants and advising executors, trustees and beneficiaries in contentious and non-contentious matters. Genevieve is a frequent speaker and author in her areas of practice. She is a member and past Chair of the Vancouver Wills and Trusts Subsection of the Canadian Bar Association and a member of the Society of Trust and Estate Practitioners. She was an adjunct professor at the Allard School of Law at the University of British Columbia from 2017 until the spring of 2019.Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
To Be or Not to Be: The Executor - Powers, Obligations and Liabilities (Live Webinar)
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Overview
Acting as an Executor can be financially rewarding for the member or the member’s client who agrees to act. However, the job can be onerous and fraught with complexity, acrimony and personal risk. The goal of this seminar is to provide you with sufficient knowledge so that you can make an informed decision or assist your clients in making informed decisions as to whether you or your clients should take on the Executor’s role. You will learn and examine the stages of estate administration from date of death through to distribution, final accounting and release.
ADVISORY
This session is scheduled to be recorded and made available for sale as part of our PD On-demand inventory. The recording will focus solely on the instructor's video and discussions that do not pertain directly to the course content will be edited out.
Applicable for
Content
- the probate process
- dealing with creditors and claims
- safeguarding estate assets
- managing beneficiary expectations
- compensation
- accounting and release
Course Dates & Registration
Genevieve Taylor, LL.B., is a principal of Legacy Tax + Trust Lawyers. Genevieve’s practice includes all aspects of trust and estate planning and administration including crafting estate plans, preparing applications for representation grants and advising executors, trustees and beneficiaries in contentious and non-contentious matters. Genevieve is a frequent speaker and author in her areas of practice. She is a member and past Chair of the Vancouver Wills and Trusts Subsection of the Canadian Bar Association and a member of the Society of Trust and Estate Practitioners. She was an adjunct professor at the Allard School of Law at the University of British Columbia from 2017 until the spring of 2019. Christine Muckle, JD, TEP, is a Principal at Legacy Tax + Trust Lawyers where she practices in the area of estate planning, trust and estate administration, with a focus on cross border U.S.-Canada planning and administration. Christine also advises U.S. citizens and green card holders with respect to the relinquishment of U.S. citizenship and certain U.S. tax compliance issues. Christine has completed Parts I, II, and III of the CPA Canada In-Depth Tax Course. Genevieve Taylor, LL.B., is a principal of Legacy Tax + Trust Lawyers. Genevieve’s practice includes all aspects of trust and estate planning and administration including crafting estate plans, preparing applications for representation grants and advising executors, trustees and beneficiaries in contentious and non-contentious matters. Genevieve is a frequent speaker and author in her areas of practice. She is a member and past Chair of the Vancouver Wills and Trusts Subsection of the Canadian Bar Association and a member of the Society of Trust and Estate Practitioners. She was an adjunct professor at the Allard School of Law at the University of British Columbia from 2017 until the spring of 2019. Christine Muckle, JD, TEP, is a Principal at Legacy Tax + Trust Lawyers where she practices in the area of estate planning, trust and estate administration, with a focus on cross border U.S.-Canada planning and administration. Christine also advises U.S. citizens and green card holders with respect to the relinquishment of U.S. citizenship and certain U.S. tax compliance issues. Christine has completed Parts I, II, and III of the CPA Canada In-Depth Tax Course. Genevieve Taylor, LL.B., is a principal of Legacy Tax + Trust Lawyers. Genevieve’s practice includes all aspects of trust and estate planning and administration including crafting estate plans, preparing applications for representation grants and advising executors, trustees and beneficiaries in contentious and non-contentious matters. Genevieve is a frequent speaker and author in her areas of practice. She is a member and past Chair of the Vancouver Wills and Trusts Subsection of the Canadian Bar Association and a member of the Society of Trust and Estate Practitioners. She was an adjunct professor at the Allard School of Law at the University of British Columbia from 2017 until the spring of 2019.Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.