Join us for an informed conversation between Aubrie Girou, estate and trust lawyer, and Karen Brown, director of estate giving and philanthropy on everything about passing executor’s accounts. The discussion will include a review of the legislative reason for passing accounts, obligations of executors and residual beneficiaries, common concerns, conflicts, and consequences, and procedural basics. Scope of session is focused on the perspective of a residual beneficiary charity.
The topic will be presented from the point of view of a charity named in a will to receive all or a portion of the residue of an estate. As a residual beneficiary, we receive a copy of the Executor’s Accounts and are asked to approve those Accounts. Join us for a discussion on what happens when the Accounts are problematic and we are required to consider our options. Content is relevant to any organization that has been a residual beneficiary under a will. Legacy gifts do not have a right to review executor accounts beyond the specific legacies.
Speakers:
Aubrie Girou
Partner
ALEXANDER HOLBURN BEAUDIN + LANG LLP
Aubrie is a partner at Alexander, Holburn, Beaudin + Lang LLP. She practices exclusively in the area of wills, estates + trusts, and incapacity and maintains both a solicitor’s and litigation practice. She assists clients with all aspects of contentious disputes – simple and complex – that can arise on death, and also works strategically with clients to help put in place effective wealth preservation plans for each client’s unique circumstances with an aim to avoid post-mortem conflicts.
Karen E. Brown, LL.B.
Director of Estate Giving & Philanthropy Administration
St. Paul’s Foundation
Karen is the Director of Estate Giving & Philanthropy Administration for St. Paul’s Foundation. She first joined CAGP in 1999 and has served on the Professional Development Committee of the Greater Vancouver Chapter since 2017, most recently in the Chair role. Karen was also a member or the Vancouver Estate Planning Council for the past 10 years. She is retiring in the summer of 2024 and looks forward to spending more time with her grandchildren!
Sponsored By:
Full participation in Everything You Ever Wanted to Know About Passing of Accounts But Were Afraid to Ask! is applicable for 1 point in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.” so I want to make sure I fill in the right information
