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Drafting a will that can stand up to challenges is the cornerstone of a successful estates practice. This intensive one day program provides a unique opportunity to hone your drafting skills while receiving individualized feedback.

This program is part of The Osgoode Intensive Program in Wills & Estates. For a full listing of required programs, click here.

Claims against estates lawyers are on the rise. Drafting a tightly worded will that defends against potential challenges is a skill that requires instruction and practice. When a client comes into your office requesting a will, it is critical that you are prepared – your professional reputation could depend on it. OsgoodePD’s intensive will drafting workshop will provide you with the competitive edge and confidence you need to succeed.

The day long program includes sample fact scenarios, lectures and small group breakout sessions. Personalized feedback will provide you with ample opportunity to develop and refine your drafting skills.


Mandatory Pre-Workshop Drafting Assignment: The workshop forms the basis of this unique skills workshop. The Drafting Assignment is composed of four separate exercises, which focus on the following client scenarios: The Simple Will; The Family Cottage; The Second Marriage; and the Entrepreneur. The Drafting Assignment must be completed and submitted prior to the program, and is due by Tuesday, January 2, 2018, at 12:00 p.m. EST. The assignment is expected to take 3-5 hours to complete and will be distributed via email.

Participants must have access to their own will drafting precedents and template clauses to complete the assignment. Further details and instructions, including the client fact scenarios, will be emailed to you upon registration.

Participants who use computers to draft may wish to bring their laptop computers to use during the workshop. Ensure your Drafting Assignment is preloaded on your computer, and that your laptop is fully charged.


You will learn:

  • How to avoid the 10 most common drafting errors
  • The basic administrative and preamble clauses that should be included in a will, including various revisions that could be made based on different fact situations
  • The components of a Simple Will, and the situations in which it is appropriate to use
    • You will practice modifying standard clauses to effectively reflect client needs articulated in various fact scenarios
  • How to select and insert substantive clauses into the Simple Will to reflect the following fact scenarios:
    • The Second Marriage
    • The Family Cottage
    • The Entrepreneur
  • When to use multiple wills, and how to effectively draft them

Faculty

Chair

  • Corina S. Weigl, Fasken Martineau DuMoulin LLP
  • Rachel L. Blumenfeld, Aird & Berlis LLP
  • Brian Cohen, Gowling WLG
  • Ed Esposto, Aird & Berlis LLP
  • Laura Kerr, Low Murchison Radnoff LLP

Fees

Fees include attendance, program materials, continental breakfast, lunch 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 certificate 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.

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:
Paul Truster at
ptruster@osgoode.yorku.ca

Program Details

Date & Time

January 19, 2018
9:00 a.m. - 4:15 p.m.

Location

Osgoode Professional Development Centre,
1 Dundas St. W., 26th Floor Toronto, ON

Fee per Delegate

$530 plus HST
Early Bird Pricing until Nov. 10th

$625 plus HST

Register Now

Printable Registration Form

Eligible CPD Credit Hours

Questions?

Who Should Attend

  • Both experienced wills and estates practitioners who want to refresh their drafting skills and those newer to estates practice. It is recommended that junior lawyers have some experience drafting wills prior to taking this workshop.

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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.

Learn more.

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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.