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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

  • Lucinda Main, Beard Winter LLP
  • Ambie Edgar-Chana, Edgar Chana Law

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 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
October 30, 2018
Fee per Delegate

$795 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.

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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