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Courses/Law/Will and Estate Law

Estate Law Round Up: 10 Important Issues to Consider

Go beyond the basics: Get practical guidance on complex estate administration, litigation, compensation, and handling tricky assets.

Created byToronto Lawyers Association
4.9
(199 reviews)
BeginnerUpdated Mar 1, 2026
Estate Law Round Up: 10 Important Issues to Consider

What You'll Learn

check_circleIdentify key estate administration steps.
check_circleRecognize issues with foreign assets.
check_circleSummarize common estate law claims.
check_circleApply executor compensation principles.
check_circleSecure proper beneficiary releases.
check_circleIdentify undue influence red flags.

About This Course

This annual Estates program will continue this year with a review of various timely topics impacting Estate and Trust practitioners. The variety of speakers will be addressing current trends, recent developments, and fundamentals of estate planning and litigation issues.

Discussion will include:

  • Initial Steps in Estate Administrations
  • Dealing with Foreign Assets
  • Review of Common Estate Claims
  • Executor’s Compensation
  • Litigating Insolvent Estates
  • Estate Administration Issues Relating to Receipts, Releases, and Indemnities
  • Undue Influence – “A Ball of Wax”
  • Wills for Typical Situations
  • Trusts for Residences
  • Planning for Unusual Assets

Your Instructors

Toronto Lawyers Association
Toronto Lawyers Association

Toronto Lawyers Association

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star2,287 reviews

For more than 135 years, the Toronto Lawyers' Association, located within the Courthouse Library, has represented the interests of lawyers practising in the City of Toronto. The association was founded to support its members in three key areas: Knowledge, Advocacy, and Community. To uphold these pillars, the association offers a year-round mix of online and in-person education programs for lawyers, hosts both free and paid events to foster in-person networking, and submits advocacy pieces on behalf of its members to the Ontario bench and bar, all levels of government, and the broader public.

Suzana Popovic-Montag
Suzana Popovic-Montag

Managing Partner of Hull & Hull LLP

Suzana practices exclusively in the areas of estates, trusts, capacity, and fiduciary litigation. She also maintains a specialized mediation practice (having been trained at Harvard Law School) through Hull Estate Mediation Inc., focusing on pre-death and post-death estate resolutions. Suzana is the co-author of Probate Practice, 5th edition, the seminal text in estates and trusts, and the author of numerous authoritative and learned articles in her areas of expertise. She has an LL.B. from the University of Western Ontario and an Honours B.A. from Wilfrid Laurier University. Suzana was called to the bar in 1997. She is a member of the Society of Trust and Estate Practitioners (STEP), the Toronto Lawyers Association, the Advocates’ Society, the National Academy of Elder Law Attorneys Inc., the Halton County Law Association, and the Estate Planning Council (Mississauga). Suzana has been recognized as a Lexpert Ranked lawyer since 2012. She has also been included in The Best Lawyers in Canada (2009-present) in the area of Trusts and Estates, and has been selected as a recommended attorney by Global Law Experts.

Ian M. Hull
Ian M. Hull

Certified Specialist in Estates and Trust Law, and Civil Litigation

Ian is a lecturer at the Ontario Bar Admission course and a guest lecturer for the Canadian Bar Association and the Law Society of Upper Canada. He is also the author of four books on estate law issues, including the seminal Probate Practice, now in its fourth edition, and numerous articles. Ian has an LL.B. from the University of Windsor and an Honours B.A. from the University of Western Ontario. He was called to the bar in 1990. He is a certified specialist in estate and trust law and civil litigation, a fellow of the American College of Trust and Estate Counsel, and a member of the Society of Trust and Estate Practitioners. He was chosen by LawDay as one of the top 60 estate and trust lawyers in 2009 and 2010.

Jordan Atin
Jordan Atin

Certified Specialist in Estates Law at Hull & Hull LLP

Jordan is a Certified Specialist in Estates and Trusts Law and an Adjunct Professor of Law at Osgoode Hall Law School in Toronto, Canada. Lexpert rates Jordan as one of its top recommended estate lawyers in Canada, and he is also rated as a Best Lawyer in Canada. In addition to his planning and administration practice, Jordan is counsel to Hull & Hull LLP and an experienced estates mediator. He is a past chair of the Ontario Bar Association - Trusts and Estates Section and a full member of the Society of Trust and Estate Practitioners (STEP). Jordan was the inaugural winner of the OBA’s Hoffstein Prize in recognition of his contributions and achievements in the area of wills, trusts, and estates.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.9
Student's Choice
199 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.