Working in the estates administration area we are called upon to advise and guide clients on their duties, obligations and responsibilities in connection with their role as the executor for the estate. What happens when your client is also a lawyer? This blog is not meant to provide legal advice…
PRACTICAL SUGGESTIONS FOR LAWYERS ACTING AS EXECUTORS
By Jennifer Campbell
closeAuthor: Jennifer Campbell
Name: Jennifer Campbell
Email: jcampbell@fasken.com
Site: https://www.fasken.com/en/jennifer-campbell/#sort=%40fclientworksortdate75392%20descending
About: Jennifer Campbell is a Law Clerk in the firm’s Toronto Private Client Services Group and Trusts, Wills, Estates and Charities Group. Jennifer has extensive experience assisting executors and trustees in managing complex, high-value estates and trusts. Jennifer specializes in the administration of estates and trusts. Assisting in all aspects of estates work, Jennifer’s primary responsibilities include providing support to the lawyers in the practice group, the day-to-day administration and management of estates and trusts, including gathering in assets, winding up of estates and trusts and distributing assets to beneficiaries. Jennifer is responsible for the preparation of all probate related documentation, preparation of estate and trust accounts, the preparation of court documentation in connection with passing of accounts and has experience in assisting individuals establish bare trust arrangements in connection with their estate planning solutions. Jennifer has received a Certificate in Estates and Trust Administration from STEP Canada.See Authors Posts (13) • August 18, 2023 • 2 Comments
closeAuthor: Jennifer Campbell
Name: Jennifer CampbellEmail: jcampbell@fasken.com
Site: https://www.fasken.com/en/jennifer-campbell/#sort=%40fclientworksortdate75392%20descending
About: Jennifer Campbell is a Law Clerk in the firm’s Toronto Private Client Services Group and Trusts, Wills, Estates and Charities Group. Jennifer has extensive experience assisting executors and trustees in managing complex, high-value estates and trusts. Jennifer specializes in the administration of estates and trusts. Assisting in all aspects of estates work, Jennifer’s primary responsibilities include providing support to the lawyers in the practice group, the day-to-day administration and management of estates and trusts, including gathering in assets, winding up of estates and trusts and distributing assets to beneficiaries. Jennifer is responsible for the preparation of all probate related documentation, preparation of estate and trust accounts, the preparation of court documentation in connection with passing of accounts and has experience in assisting individuals establish bare trust arrangements in connection with their estate planning solutions. Jennifer has received a Certificate in Estates and Trust Administration from STEP Canada.See Authors Posts (13) • August 18, 2023 • 2 Comments
