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Build practical knowledge and skills with the Osgoode Intensive Program in Wills & Estates.

This unique Intensive Program, designed and delivered by Canada’s leading experts, will give you the critical knowledge and skills you need to rapidly improve your practice. Participants will develop a thorough understanding of key areas that are essential for wills and estates practitioners, get insight into potential pitfalls and how to avoid them, and obtain valuable skills practice.

For a giant leap forward and two calendar years of CPD, take the full Intensive Program over 2017-18, or opt to fill in gaps with separately bookable modules.

Program Offerings Include:

  1. Wills & Estates 101: Online Webinar Series
    – Available online anytime

    • Note: Viewing of all three On Demand Sessions are required to obtain your Certificate; it is recommended that these are completed prior to the other programs listed
  2. Taxation in Wills & Estates
    – October 26, 2017 (6:30 p.m. – 9:30 p.m.)
  3. Estate Planning and Administration; formerly the Annual Intensive Wills and Estates Course 
    – November 7, 14 and 21, 2017 (6:30 p.m. – 9:15 p.m.)
  4. Intensive Skills Workshop: Will Drafting
    – January 19, 2018 (9:00 a.m. – 5:30 p.m.)
  5. Passing of Accounts & Fiduciary Accounting
    – February 13, 2018 (6:30 p.m. – 9:30 p.m.)
  6. Managing Consent & Capacity Issues in Wills & Estates Practice
    – March 27, 2018 (6:30 p.m. – 9:30 p.m.)
  7. Powers of Attorney and Guardianship: Non-contentious and Contentious Matters
    – April 19, 2018 (6:30 p.m. – 9:30 p.m.)

Note: that it is recommended, but not required, to attend the courses in the order set out above.


Space is strictly limited in each program to ensure an engaging learning experience. Register now – in one or more programs – to secure your place.

Pre-register for all 2017/2018 programs listed above and take advantage of a special bundle price of $2,595 plus HST


Faculty

Advisory Board

  • Rachel L. Blumenfeld, Aird & Berlis LLP
  • Kimberly A. Whaley, WEL Partners
  • Ian Hull, Hull and Hull LLP
  • Corina S. Weigl, Fasken Martineau DuMoulin LLP

Faculty Includes

  • Jordan M. Atin, Atin Professional Corporation
  • Risa C. Awerbuck, Torkin Manes LLP
  • Gwen A. Benjamin, Wilson Vukelich LLP
  • Rachel L. Blumenfeld, Aird & Berlis LLP
  • Brian Cohen, Gowling WLG
  • Ed Esposto, Aird & Berlis LLP
  • Nick Esterbauer, Hull & Hull LLP
  • Arthur Fish, Borden Ladner Gervais LLP
  • Nimali D. Gamage, Goddard Gamage LLP
  • Matthew Getzler, Minden Gross LLP
  • Karen Margaret Gibbs, Gowling WLG (Canada) LLP
  • Sean Graham, Graham Estate Law
  • Mark Handelman, Firm Counsel, WEL Partners
  • Heather Hogan, Counsel, Office of the Public Guardian and Trustee
  • Ian Hull, Hull and Hull LLP
  • Laura Kerr, Low Murchison Radnoff LLP
  • Holly LeValliant, Mills & Mills LLP
  • Albert H. Oosterhoff, Professor Emeritus, Counsel WEL Partners
  • Susan J. Stamm, Counsel, Property Rights, Office of the Children’s Lawyer
  • Lionel J. Tupman, WEL Partners
  • Corina S. Weigl, Fasken Martineau DuMoulin LLP
  • Kimberly A. Whaley, WEL Partners

Intensive Program Brochure


Eligible CPD/MCLE Hours

Total 2017 Calendar Year CPD Hours: LSUC (ON):
14h 15m CPD Hours (8h 15m Substantive; 6h Professionalism)
[applies when registering for programs #1-3 in 2017]

Total 2018 Calendar Year CPD Hours: LSUC (ON):
16h 30m CPD Hours (9h Substantive; 7h 30m Professionalism)
[applies when registering for programs #4-7 in 2018]

COMBINED: LSUC (ON): 15h 30m CPD Hours (8h Substantive; 7.5 Professionalism)

Fees

Fees include attendance and all program materials (see individual program pages for specific details of each offering).

Certificate of Program Completion

When you have completed all the programs listed above, please contact cle@osgoode.yorku.ca to request your certificate.

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 21 days prior to the program start date. If a cancellation request is made with less than 21 days notice, a $150 administration fee will apply. No other refund is available.

FAQs

Have questions? Read our FAQs.

Program Lawyer

If you have any questions or would like more information please contact:
Paul Truster
ptruster@osgoode.yorku.ca

Program Details

Date & Time

A blend of online & in-person learning to be completed over 2017-2018.

Location

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

Fee per Delegate

Take advantage of bundled pricing when registering for all 2017/2018 programs!
$2,595 plus HST

Register for the 2017/2018 Intensive Program

Eligible CPD Credit Hours

Questions?

Who Should Attend

Lawyers practicing, or with the goal of practicing, in wills and estates.

Participants must have access to their own will drafting precedents and template clauses to complete the Mandatory Drafting Assignment in the Intensive Skills Workshop: Will Drafting program (January 19, 2018).

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