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, LLB, MA, TEP - Botsford Law - Toronto

Blair was called to the Ontario Bar in 1997. Since that time her practice has been focused in the area of trusts and estates. Plan well. Live well. Leave an organized estate. This has been Blair's mantra throughout her career as she coaches domestic and cross-border clients through the estate and succession planning process. 

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