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Seminars & Guest Speaking
My seminars tackle complex estates and trusts concepts, setting them into meaningful, actionable insights for the audience. They’re known for being jam-packed with useful tips and ideas, comprehensive in my coverage of the topic, and include lots of examples from practice (that I frame as lessons learned from estate administration) to identify avoidable planning errors.
In addition to webinars, I also provide private on-site seminars for companies, organizations and conferences, tailored for their audiences, employees or clients; contact me to explore this option.
Seminars/Webinars
Access to most Collective Agreement webinars is limited to professional advisors.
Please register for access (the link is to our secure Google Form) or contact me directly.
There is no cost to attend events we host. In lieu of registration fees, participants are encouraged to make a donation to Baycrest, in support of their world-renowned, transformative research in aging and brain health.
Public Speaking
Podcasts
I am looking forward to speaking with Tim Hewson, co-founder of LegalWills.
Join us live here: https://lnkd.in/e9pgSw7x
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.
Collective Agreement Commentaries & Opinions
GRE STATUS & PAYMENTS ON BEHALF OF DECEASED:
This commentary is in PDF format and viewable here; please contact me if you would like me to send it to you.
CA Commentary_GRE STATUS & PAYMENTS ON BEHALF OF DECEASED_by Bruce Young_Feb 25, 2025 (v1).pdfPublished 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.
Sell vs. Hold: Timing is Everything
As the Canadian real estate market experiences disruptive shifts, estate and trust administrators now face the added complexity of managing real estate assets within an estate. This article delves into the various factors they must consider to guide and support their decisions around selling or holding on to properties.
Fiduciaries Beware: Don't Ignore Estate Accounting
A recent lawsuit serves highlights the risks executors and trustees face when they fail to maintain accurate accounting records and are not accountable for estate/trust’s activities. In a world where courts enforce accountability and beneficiaries expect transparency, accounting can't be overlooked.
Four-Eyes Principle for Estate Planning
By applying the Four-Eyes Principle to estate planning through collaboration and proactive reviews, small errors can be caught before they escalate into major issues. This approach enhances accuracy along with ensuring plans are sufficiently comprehensive and aligned across disciplines.
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.]
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.]
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.
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.
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.
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.
Strategies of Effective Executors
Drawing from Stephen Covey's "7 Habits of Highly Effective People" to set out a strategic framework for estate executors
The Executor Conundrum
The choice of the executors of an estate is paramount - but a challenge for many, in particular for those without children.
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.
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".
Radical Candour
This article advocates for adopting a radical candour relationship with clients from the outset of litigation, to remain aligned to outcomes.
Project Success
Applying the framework from the book "How Big Things Get Done" to legal project management, to produce more successful outcomes.
LinkedIn Posts
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
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