Resources

Articles & Seminars

Seminars, Podcasts & Guest Speaking

Seminars/Webinars

Estate Administration: It's Complicated

Two versions of this webinar have been offered:

1. Nov 14, 2024 sponsored by the CICEA
  - This is an advanced version of my seminar about estate administration for CEAs and other professional advisors; it qualifies for a 1 hour CE credit [for IAFE (Advocis) and MFDA (CIRO)]
  - A recording of the webinar is available (link to it here); please contact me for access code (no fee but a donation to the Baycrest Brain Project is encouraged).
2. Jun 6 2024 hosted by the GTAAFN
  - This version was tailored for accountants and professional financial advisors.
  - It was hosted by the Greater Toronto Area Accountants Financial Network; it qualifies for a 1 hour CE credit through GTAAFN.
  - Use this link to view it through GTAAFN (fee involved).

Navigating the Incapacity & Estate Planning Spectrum
[panel discussion]
- Date: November 20, 2024: 12pm to 1pm
- This seminar is for accountants and other professional advisors
- This seminar qualifies for a 1 hour CE credit, through GTAAFN
- For more details and to view the recording of the webinar, visit the GTAAFN website (fee involved).

Hosted Seminars

An Aging Situation - an informative seminar and panel discussion around incapacity and estate planning. This in-person seminar was hosted by A Taxing Situation for their clients, on Sept. 23, 2024 at their office in Alliston.

Seminar supporting materials are available to be downloaded here.

Podcasts

I am honoured to be a returning guest on The Executor Help podcast, hosted by David Edey.

Our most conversation was aired Nov. 6, 2024, coinciding with "Make A Will Month" in Ontario and is titled Taking the First Steps to Peace of Mind.
Our prior conversation was titled Reframing Estate Planning & Administration around the Family Journey and spans 2 episodes: Part 1 was on Mar. 20, 2024 & Part 2 was on Mar. 27, 2024.

Published Articles

The articles listed here are maintained on my LinkedIn newsletter "Framing/Reframing" (use this link to subscribe to it).

All articles are available to be downloaded from my LinkedIn page; alternatively, contact me to request a PDF version.

Estate Administration: It's Complicated

Estate administration is notoriously complex. Executors face numerous challenges and obstacles that demand adept management of stakeholders, legal procedures, tax and financial matters. [This article coincides with my infographic by the same name - view it here.]

Link to Article

Optimizing the Family Journey

Framing estate planning and administration in the context of the family journey as a mindset and methodology for professional advisors in estate planning and administration. [This article coincides with the recording of the Executor Help Podcast that I was the invited guest.]

Link to Article

Hey Accountants - Just Ask

A client's trusted tax accountant/preparer is uniquely positioned to know and ask key questions to identify when a client's estate plans should be reviewed or updated.

Link to Article

A New Way of Thinking for Estates

The new "Economy 4.0" is also transforming the estate planning and administration space, rendering it much more client-centric.

Link to Article

Mind The Gap (Parts 1 & 2)

This two-part series is about estate planning and a call for advisors and clients to be mindful of aligning expectations of all involved.

Link to Article

5Ws&H For Legacy Plannng

Applying the time-tested "5W's+H" framework from journalism to estate planning, advisors need to ask these fundamental questions.

Link to Article

Strategies of Effective Executors

Drawing from Stephen Covey's "7 Habits of Highly Effective People" to set out a strategic framework for estate executors

Link to Article

The Executor Conundrum

The choice of the executors of an estate is paramount - but a challenge for many, in particular for those without children.

Link to Article

Advisors Unite

This was a post, to coincide with LSO's annual "Make A Will Month," calling on all advisors to embrace a holistic approach to estate planning.

Link to Article

It Isn't a Problem, Until it Is

A framework for adopting a candid approach with clients, inspired by Jim Collins’ iconic book “Good to Great” and his "overcoming the comfort of complacency".

Link to Article

Radical Candour

This article advocates for adopting a radical candour relationship with clients from the outset of litigation, to remain aligned to outcomes.

Link to Article

Project Success

Applying the framework from the book "How Big Things Get Done" to legal project management, to produce more successful outcomes.

Link to Article

LinkedIn Posts

Contact

Articles and posts span an array of topics, including: #EstatePlanning #EstateAdministration #EstateManagement #EstateStrategy #EstateOptimization #CertifiedExecutorAdvisors #TrustedAdvisors #WillsandTrusts #TrustsandWills #TrustAdministration #FiduciaryAccounting #PassingAccounts #EstateMonitor #TrustMonitor #NegotiationStrategies #BATNA #PTW #LegalTech #LegalProjectManagement #OptimizingOutcomes #FamilyJourney