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Privilege, Penalties, And Professional Liability: Practical Tips For Trust And Estate Practitioners To Protect Client Interests And Reduce Risks

March 20, 2019

3:30 p.m. - 5:00 p.m.

Rideau Club
99 Bank Street Ottawa, ON, Canada K1P 1H4

Trust and estate planning practitioners encounter complicated and unique tax, accounting, and legal situations throughout their careers. The speakers will review how practitioners can protect client information and reduce risks associated with the imposition of third party penalties in the context of estate and trust related tax disputes, as well as practical tips on reducing risks related to professional liability in the context of practitioners who plan and administer trusts and estates.

BLG's partner Kathleen McDormand will be a speaker.

Key Contacts