Summary of Meetings: Wills & Trusts - Okanagan
Number of Meetings Held:5
October 19, 2022
Registration Count In-Person: 17
Guest Speakers: Taeya Fitzpatrick
Meeting Title/Topic: Passing of Accounts
Synopsis: Taeya Fitzpatrick of Doak Shirreff Layers LLP presented her experiences passing contested accounts and the potential difficulties lawyers may face in doing the same.
February 15, 2023
Registration Count In-Person: 25
Guest Speakers: Shahdin Farsai
Meeting Title/Topic: Specialized Passing of Accounts Topics
Synopsis: Shahdin Farsai discussed the various manners in which passing of accounts can be specialized to different circumstances.
April 20, 2023
Registration Count: 91
Guest Speakers: Daniel Boisvert and Clare Jennings
Meeting Title/Topic: Notaries Drafting Trust and Probate Applications - a good idea or not?
Synopsis: Daniel Boisvert discusses how Notaries plan to expand their scope of practice to include the preparation of testamentary trusts and probate applications. Clare Jennings provide an overview on existing submissions and facilitate the discussion.
May 17, 2023
Registration Count In-Person: 17
Guest Speakers: Tim Pearkes
Meeting Title/Topic: Bronze Wines Decision
Synopsis: Tim Pearkes of Pearkes & Fernandez discussed the Canfield v. Bronze Wines Ltd decision
June 21, 2023
Registration Count: 59
Guest Speakers: Derek Frenette and Aubrie Girou
Meeting Title/Topic: Conflicts of Law
Synopsis: Derek Frenette, Alexander Holburn Beaudin + Lang LLP and Aubrie Girou, Lawyer - Wills, Estates & Trusts at Alexander Holburn discussed the conflicts of law, particularly as it may apply to the practice of Wills and Estates.