Session 7: Treatment of Trusts in Equalization Claims

This is a recording of Session 7 of our 2024 Lunch and Learn Series: Treatment of Trusts in Equalization Claims. In this seminar we discussed best practices for a lawyer representing the trustee of a discretionary trust regarding the maintaining of proper records, file organization, and handling client property to assist the client properly administer the discretionary trust and avoid claims of negligence. Topics include: Obtaining information from third party trustees. Sham trusts. Valuing beneficial interests in fixed and discretionary trusts. More details can be found here: https://learn.wagnersidlofsky.com/tru... Presented by David Freedman (counsel at Wagner Sidlofsky LLP) and Kristy Warren (Epstein Cole LLP). Special thanks to the following sponsors for their financial support of this program: Scotia Wealth Management (Platinum) B’nai Brith Canada (Platinum) Wagner Sidlofsky LLP (Platinum) Epstein Cole LLP (Platinum) Concentra Trust (Gold) BMO Private Wealth (Silver) Torkin Manes Barristers & Solicitors (Bronze) WeirFoulds LLP (Bronze) Solus Trust (Bronze) TD (Bronze)