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Apr 22, 2020: 15:00 - 16:00

Challenges Associated with Administering Trust Property in the Time of COVID-19

CPD Information: 1 Substantive Hour for Lawyers

Melanie A. Yach and Andrea McEwan

External Speakers: 
Jordan Schwann, Portfolio Manager, Newport Private Wealth
Phil Soper - President, Royal LePage


As the COVID-19 pandemic continues to impact the state of our economy, fiduciaries managing trust property in their capacity as executors, trustees or attorneys for property face their own set of unique challenges. Many may be struggling with how to fulfill their legal obligations while offering reassurance to concerned beneficiaries. During these unprecedented times, fiduciaries and those who support and advise them need to think and act creatively.

Join members of the Aird & Berlis Estates & Trusts Group and aligned professionals as they review the legal reality associated with shouldering the burden of fiduciary responsibility, outline ways in which a fiduciary might capably discharge their duties and provide practical tips for managing trust property in the time of COVID-19.

Topics include:

Legal standard that fiduciaries will be held to in administering trust property

Best practices for administering investment portfolios in today’s turbulent financial markets

Strategies for handling the listing, sale or leasing of real property held in trust

Tips for executors, trustees and attorneys for property in administering trust property

For information regarding our webinars and communications, please contact:
Kassey Gonzales | rsvp@airdberlis.com | 416.305.3532

Should you experience technical difficulties, we encourage you to review this help link to assist you for an optimal webinar experience.

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