An in-depth and interactive learning experience designed and delivered by some of Canada’s leading estate planning practitioners. Over three evening sessions, you will have the opportunity to drill down on complex estate planning issues while updating and reinforcing your core knowledge and skills.
You will learn:
- Techniques for substantiating capacity
- How to avoid or resolve drafting problems
- Effective strategies for using a roadmap and checklist when drafting
- Practical tips for advising on estate planning matters
- Strategies to avoid or reduce probate fees and estate tax liabilities
- How to handle situations where a challenge to a will is anticipated
- Claims-prevention methods to protect yourself
- How to manage unusual applications for Certificates of Appointment
- Identifying ethical and practice management issues
Faculty
Workshop Leader
- Rachel L. Blumenfeld, Miller Thomson LLP
- Risa C. Awerbuck, Torkin Manes LLP
- Gwen A. Benjamin, Wilson Vukelich LLP
Agenda
Group Discounts
Please note that the group discount is only available when paying for members of the same organization, at the same time, and payment is made with one invoice.
Webcast Fee per Delegate
2-3 delegates: 25% off program fee
4-10 delegates: 30% off program fee
11+ delegates: 35% off program fee
Boardroom rates available.
Delivery
The video stream will be sent to you via email as soon as payment is successfully processed.
!!!!!OR!!!!!!
The video stream, including link to program materials will be sent to you via email as soon as payment is successfully processed.
Refunds
All sales are final. Please make all enquiries related to program content and CPD/MCLE credit hours prior to purchase.
FAQs
Have a question? Read our FAQs.
Technical Support
In the event you experience technical difficulties, please contact opdsupport@osgoode.yorku.ca for assistance.
Program Details
- Delivery Method
Web - On Demand
- Date Recorded
- January 16, 23 & 31, 2017
- Running Time
2:41:17, 2:38:11 & 2:34:18
- Fee per Delegate
$725 plus HST
Buy Now
Eligible CPD Credit Hours
Who Should Attend
- Experienced wills and estates practitioners who want to refresh their knowledge of the basics
- Those newer to estates practice
Accredited By
“My understanding of wills and estates has quadrupled as a result of this seminar”
Louise Gormley, South Common Law Office
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