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Formerly known as the Annual Intensive Wills and Estates Course, this is 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.

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

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

Chair

  • Rachel L. Blumenfeld, Aird & Berlis LLP
  • Risa C. Awerbuck, Torkin Manes LLP
  • Gwen A. Benjamin, Wilson Vukelich LLP
  • Jordan M. Atin, Atin Professional Corporation

Agenda

Group Discounts and Financial Assistance

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.  For financial assistance, please email financialaid-opd@osgoode.yorku.ca

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, including a link to the 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
November 7, 2017
Running Time

7:28:26

Fee per Delegate

$765 plus HST

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Eligible CPD Credit Hours

Questions?

Who Should Attend

  • Both experienced wills and estates practitioners who want to refresh their knowledge of the basics and those newer to estates practice

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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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