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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 Intensive Program in Wills and Estates. As the first offering in the Osgoode Intensive Program in Wills and Estates, this program will provide you with foundational knowledge and set you up for success in subsequent programs.

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

Co-Chairs

  • Rachel Blumenfeld, Aird & Berlis LLP
  • Ambie Edgar-Chana, Edgar Chana Law

Faculty

  • Lucinda Main, Beard Winter LLP
  • Laura Tyrrell, Tyrrell Law

Fees

Fees include attendance, program materials, dinner and break refreshments.

Program Changes

We will make every effort to present the 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.

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

November 18 and 25, & December 2, 2019
6:00 p.m. - 8:45 p.m. EST

Location

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

Fee per Delegate

$795 + 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 knowledge of the basics and those newer to estates practice

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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.

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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.