OBA Trusts and Estates LAW PROGRAM | Original Program Date: September 17, 2018

This program is also part of the 2018-2019 Trusts and Estates Planners Passport Series.

As estate solicitors, we are engaged in emotional and challenging conversations with clients on a daily basis. It is essential that we respect our clients' feelings during these important discussions, while also meeting professional and ethical obligations. How should you handle a situation where your client's requests or expectations fall outside your comfort zone? Join us to gather helpful advice on how to effectively set boundaries, not only with clients, but also with family members and beneficiaries. Learn from experienced practitioners when and how to say “no” to the various stakeholders you encounter in the course of a retainer.

PROGRAM CHAIR

Rebecca Fisch, RSF Law

SPEAKERS

Jordan Atin, Hull & Hull LLP
Ian Hu, LAWPRO
Melissa Grover, Arkin Estate Law
Ewa Krajewska, Borden Ladner Gervais LLP