Date: 27 March 2024
Time: 3:00 PM UTC
Duration: 60 min
Language: English
Format: Online
This webinar is over - watch on demand here

Worldwide: It's Complicated: Estate Planning and Administration for the Modern Family

When it comes to estate planning and administration for the modern family, embracing change is an imperative. No longer will traditional approaches set in the past based on simpler family structures meet changing client needs--and even more so going forward as families continue to become even more complex.

This webinar will assist in identifying key issues advisers and their clients need to know more about, including:

  • With more global families, the need for cultural intelligence as well as multijurisdictional expertise;
  • Meeting the challenges of blended families;
  • Implications of evolving definitions for who is a "parent," "child," "issue," and "spouse";
  • Obstacles and conflicts when wills and trusts cross borders and who qualifies as a family member has a different meaning;
  • Gender identity and its impact on estate planning and administration and drafting for a more inclusive future.

Case studies will be used to illustrate on a practical basis how these problems and issues arise and solutions to deal with them.

Margaret O'Sullivan

Margaret is recognized across Canada and internationally for her trust and estate planning expertise including complex multi-jurisdictional and cross-border succession matters; a frequent speaker and writer on trust and estate topics.

Margaret’s practice involves all aspects of trust and estate work for domestic and international private clients, including estate planning; will and trust planning; incapacity planning; estate litigation; advising executors, trustees and beneficiaries and administration of estates and trusts, with a focus on high net worth domestic, cross border and multi-jurisdictional succession issues

Blair Botsford

Blair’s practice focuses on all aspects of trust and estate law for domestic and multi-jurisdictional private clients including: estate and succession planning; will and trust planning; incapacity and disability planning; probate and guardianship applications; charitable gift planning and private foundations; estate, trust and guardianship administration.

In addition, Blair regularly advises financial institutions, charities and other lawyers with respect to trust, estate and related matters.

Michael von Keitz

Michael’s practice focuses on estate planning, estate administration, and matters directly related to these areas of the law. His experience includes the resolution of complex issues in estate administration with cross-border, multi-jurisdictional, and litigious aspects.

Michael regularly advises executors, trustees, attorneys, and guardians on their duties and obligations. He has also worked with a variety of entrepreneur and family office clients to develop tailored estate plans to client’s unique family succession needs.

Nicholas André

Nicholas’ practice focuses on estate planning, estate administration and related areas, including dispute resolution and court work. He frequently advises on testamentary trust, multiple wills, incapacity planning and complex wealth distributions to achieve creative and sound solutions in succession plans.

Nicholas is often retained by executors and other fiduciaries to provide guidance when administering an estate or managing the affairs of an incapable person, and by beneficiaries on their rights as well as on understanding the intricacies of the estate administration process.

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