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Creating a will and estate plan is important for anyone interested in leaving an estate for the people they care about. One of the key elements of a person's estate plan is selecting the appropriate people to manage the trusts set up in your will.     

Selecting the right people to manage your loved one's trusts is very important.  But families often don't know what criteria they need to consider when selecting trustees. Join lawyer Brendon Pooran for an overview of a trustees' roles and responsibilities.                             

Who should attend?

Families who are selecting trustees and individuals who have been selected to fulfill the role of trustee

What's in it for You:

  • An understanding of the different types of trusts 
  • Overview of the role of a trustee 
  • The responsibilities a trustee must meet once selected  

About the speaker: Brendon Pooran, Principal Lawyer, PooranLaw

Brendon D. Pooran is involved in all areas of his firm’s practice and regularly provides advice to individuals, families, organizations and government in the areas of: wills & estates planning; disability law; and corporate law for not-for-profit and charitable organizations.

In addition to being a lawyer, Brendon teaches Critical Disability Law at York University, is the Past-President of Community Living York South and is a founding director of Plan Toronto (now Partners for Planning).  He is also a lawyer member on the Ontario Consent and Capacity Board and provides performance management solutions to organizations in the human services arena.

Brendon holds a Bachelor of Commerce (Honours) degree from Queen`s University and a Bachelor of Laws Degree from Osgoode Hall Law School at York University.