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Estate Seminar series with Tradition Law LLP & Chimuk Landry Private Wealth - PART 2 | Post-death Estate Administration
May
7

Estate Seminar series with Tradition Law LLP & Chimuk Landry Private Wealth - PART 2 | Post-death Estate Administration

  • Chimuk Landry Private Wealth Management - IG Wealth Management (map)
  • Google Calendar ICS

Please join us for part two of our Estate Planning Series exclusively for Chimuk Landry clients and your invited family and friends.  We encourage you to bring your Executors/Executrix of your estate for this in-depth conversation about estate administration post-death with Jordan Chimuk, Candace Landry, and Krista Clendenning, J.D., T.E.P., Partner with Tradition Law LLP, Estates and Trusts.

Please complete the below RSVP form to reserve your place.

Our second seminar will cover the following Post-death Estate Administration topics:

  • Detailed process of estate administration after death

  • Understanding legal and financial responsibilities

  • Executors compensation explained

  • Common challenges and how to address them

  • Advertising to Creditors

  • Legal fees

  • Transferring second properties

Our presentation will be followed by a 30 minute Q & A. We encourage you to submit your questions ahead of the presentation to chimuk.landry@igpwm.ca. This presentation will be available in-person, and also online via *MS Teams for our guests out of province.

Doors open at 6:30 p.m., presentation to begin at 7 p.m.

*We have switched to a virtual meeting using MS Teams. You will not need the app to join, simply use the link provided in your confirmation email.


About Krista Clendenning:

Krista’s focus in her practice is in estate planning and estate administration.  She is a member of the Estate Planning Council of Winnipeg and acting deputy chair of the Manitoba branch of the Society of Trust and Estate Practitioners (STEP).  Krista endeavors to make the estate administration process easier on executors and family members who are often grieving for their loved ones.  She also regularly lends her time to educating lawyers, organizations and the public on estate related topics, and has a specialized practice in planning for family members of persons with disabilities.

Read more about KRISTA CLENDENNING:

RSVP

Please fill in the following form to request a seat at this event. A confirmation email will follow within 24 hours while seats are available. Seating is limited to 30. The event will take place at 461 Sterling Lyon Parkway, Winnipeg.

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Estate Seminar with Tradition Law LLP & Chimuk Landry Private Wealth - two part series
Oct
29

Estate Seminar with Tradition Law LLP & Chimuk Landry Private Wealth - two part series

  • Chimuk Landry Private Wealth Management = IG Wealth Management (map)
  • Google Calendar ICS

RSVP Extended to October 21st! Please complete the form below to RSVP.

Please join us for our first Estate Planning Seminar exclusively for Chimuk Landry clients and your invited family and friends.  This two part series includes an in-depth conversation about estate planning and administration with Jordan Chimuk, Candace Landry, and Krista Clendenning, J.D., T.E.P., Partner with Tradition Law LLP, Estates and Trusts.

This first seminar will cover the following Estate Planning topics:

  • Importance of a Legal Will and Power of Attorney

  • What to know and consider in advance of administrating a parent’s estate

  • Legal fees

  • Understanding probate

  • Advertising to creditors

  • Joint ownership of accounts (pros and cons of adding adult children as joint owners)

  • Transferring vacation property

  • Preparing for your estate meeting with lawyers with financial planning at Chimuk Landry

The second seminar in early 2025 will cover Post-Death Estate Administration, including:

  • Steps involved in administering an estate

  • Understanding legal and financial responsibilities

  • Executors compensation explained

  • Common challenges and how to address them

  • CRA Notice of Death tip sheet

A light wine and cheese will be served 30 minutes before our presentation, followed by a Q&A. This presentation will be available in-person, and also online via Zoom for our guests out of province.

Doors open at 6:30 p.m., presentation to begin at 7 p.m.


About Krista Clendenning:

Krista’s focus in her practice is in estate planning and estate administration.  She is a member of the Estate Planning Council of Winnipeg and acting deputy chair of the Manitoba branch of the Society of Trust and Estate Practitioners (STEP).  Krista endeavors to make the estate administration process easier on executors and family members who are often grieving for their loved ones.  She also regularly lends her time to educating lawyers, organizations and the public on estate related topics, and has a specialized practice in planning for family members of persons with disabilities.

Read more about KRISTA CLENDENNING:

RSVP

Please fill in the following form to request a seat at this event. A confirmation email will follow within 24 hours while seats are available. Seating is limited. The event will take place at 461 Sterling Lyon Parkway, Winnipeg.

View Event →