In this program, you will gain 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 explore complex estate planning issues while updating and reinforcing your core knowledge and skills.
This program is part of The Osgoode Intensive Program in Wills & Estates. For a full listing of required programs, click here.
Refresh your knowledge on basic concepts and take part in in-depth discussions of complex issues in Wills and Estates. Complete the program on its own, or as part of The Osgoode Program in Wills and Estates. As the first offering in the Osgoode Program in Wills and Estates, this program will provide you with foundational knowledge and set you up for success in subsequent programs in the Osgoode Program in Wills and Estates.
You will learn:
- Initial considerations in estate planning and administration
- The lawyer’s responsibility regarding substantiating capacity
- Dealing with undue influence leading to will changes
- Key issues in taxation during estate planning
- Taxation of testamentary trusts
- Charitable bequests and estate donations
- Overview of will drafting, executing and reporting
- Using multiple wills
- Tips of advising on and drafting multi-jurisdictional wills
- Preferential treatment to one beneficiary
- Avoiding common errors when dealing with complex situations
- Getting a will signed in difficult situations
- Techniques to avoid negligence claims
- Fundamentals of estate administration
- How to determine which assets form part of the estate
- Disclosure issues – what are beneficiaries entitled to know?
- Securing and administering the assets with and without a certificate
- Potential liability issues facing the estate trustees
- Best practices for protecting yourself and your client
Faculty
Chair
- Rachel Blumenfeld, Aird & Berlis LLP
Faculty
- Speakers TBA
Agenda
Fees
Fees include attendance, program materials, dinner and break refreshments.
Group Discounts
OsgoodePD offers group rates for both on site and webcast formats. Please note these are only available when registering for members of the same organization, at the same time, and payment is made with one invoice.
Program Changes
We will make every effort to present the Intensive Program as advertised, but it may be necessary to change the dates, location, speakers or content with little or no notice. In the event of program cancellation, York University and Osgoode Hall Law School’s liability is limited to reimbursement of paid fees.
Cancellations and Substitutions
Substitution of registrants is permitted at any time. If you are unable to find a substitute, a full refund is available if a cancellation request is received in writing 14 days prior to the program date. If a cancellation request is made with less than 14 days notice, a $75 administration fee will apply. No other refund is available.
Technical Support
In the event you experience technical difficulties, please contact opdsupport@osgoode.yorku.ca for assistance.
FAQs
Have questions? Read our FAQs.
Program Details
Questions on program registration?
Please contact the Registration Team at osgoodepd@osgoode.yorku.ca
Questions on the program content?
Please contact the Program Lawyer:
Gail Geronimo at ggeronimo@osgoode.yorku.ca
Program Details
- Date & Time
October 30, November 6 and November 13, 2018
3-evening program
6:00 p.m. - 8:45 p.m. EDT/EST
In Person or Webcast
- Location
Osgoode Professional Development Centre,
1 Dundas St. W., 26th Floor Toronto, ON
- Fee per Delegate
$795 plus HST
Register Now
Printable Registration Form
Download Printable Registration Form Eligible CPD Credit Hours
Who Should Attend
- Both experienced wills and estates practitioners who want to refresh their knowledge of the basics and those newer to estates practice
Take a giant leap forward with the Osgoode Intensive Program in Wills & Estates. Opt for in- depth comprehensive coverage of the essential topics, or fill gaps in specific areas with separately bookable modules.
Hotels & Parking
If you require accommodations in downtown Toronto, OsgoodePD has arranged Corporate Rates with several hotels within walking distance of our downtown conference centre.
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