Essential Information for Charitable Beneficiaries
Join Aubrie Girou, estate and trust lawyer, and Karen Brown, director of estate giving and philanthropy, for an informative discussion on executor’s accounts. This session will cover the obligations of executors and residual beneficiaries, common concerns, conflicts, consequences, and procedural basics. The focus will be on the perspective of a residual beneficiary charity.
Presented from the viewpoint of a charity named in a will to receive all or part of the estate residue, this discussion will explore the beneficiary’s options when presented with executor’s accounts that are problematic. The content is relevant for any organization that has been a residual beneficiary under a will.
REGISTERAbout the speakers
Aubrie Girou is a Partner at the firm and a member of our Wills, Estates + Trusts Practice Group. Aubrie 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 or incapacity including wills variation, unjust enrichment, constructive or resulting trusts, breach of fiduciary duties, committeeship applications, and accountings. She has represented clients before all levels of court in British Columbia. Aubrie 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 Brown 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!