September 13, 2021

The OBA’s JUST magazine quotes Andrea Tratnik

The OBA’s JUST magazine quotes Andrea Tratnik

Written by: Andrea Tratnik

Beard Winter LLP estate and trust planning lawyer Andrea Tratnik is quoted in JUST, the official magazine of the Ontario Bar Association in the article “Estate Administration Time-Savers, Tools and Tactics from the Pros“, on June 6, 2021.

Says Andrea, in regards to compiling Estate Information Return details: “I suggest obtaining all details required for the Estate Information Return at the time that you are preparing the probate application materials. The client will be dealing with the banks and other third parties at such time in order to obtain asset values for the probate application anyway, so you might as well have them collect all of the other asset details while they are doing so.”

If you’re looking for advice on estate administration, please reach out to Andrea at atratnik@beardwinter.com.



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