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Advance your wills and estates practice with the Osgoode Intensive Program in Wills & Estates. Choose a curated and comprehensive program package of essential topics, or fill gaps in specific areas with separately available modules

This unique intensive program, designed and delivered by leading experts, will give you the critical knowledge and skills you need to enhance your practice rapidly. You will develop or deepen your understanding essential areas, gain insight into potential pitfalls and how to avoid them, and participate in valuable skills practice exercises.

Complete all courses over a two-year period and receive a Certificate of Completion of the Intensive 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
      • Estate Planning, Review & Execution: Key Concepts and Practice Essentials
      • Drafting the Retainer and Will: Tips for Protecting your Client, the Will and You!
      • Estate Litigation for the Non-Litigator
  2. Estate Planning and Administration – January 12, 21 & 26, 2021 6:00 p.m. – 8:45 p.m. EDT
  3. Taxation in Wills & Estates – February 4 & 11, 2021 6:00 p.m. – 8:30 p.m. EDT
  4. Intensive Skills Workshop: Will Drafting – February 19, 2021 9:00 a.m. – 5:00 p.m. EDT
  5. Managing Consent & Capacity Issues in Wills & Estates Practice – March 9, 2021 6:00 p.m. – 9:00 p.m. EDT
  6. Passing of Accounts & Fiduciary AccountingApril 6, 2021 6:00 p.m. – 9:00 p.m. EDT
  7. Powers of Attorney and Guardianship: Non-contentious and Contentious Matters – April 27, 2021 6:00 p.m. – 9:00 p.m. EDT

Register for all programs listed above and take advantage of a special discounted bundle price: $2,795. Although not required, it is recommended to take the courses above in the order that they are offered.


Faculty

Advisory Board

  • Kimberly A. Whaley, WEL Partners
  • Ian Hull, Hull and Hull LLP
  • Corina S. Weigl, Fasken Martineau DuMoulin LLP

Faculty Includes:

  • Brian Cohen, Gowling WLG
  • Nimali D. Gamage, Goddard Gamage LLP
  • Ian Hull, Hull and Hull LLP
  • Robert Kepes, Morris Kepes Winters LLP
  • Corina S. Weigl, Fasken Martineau DuMoulin LLP
  • Suzana Popovic-Montag, Hull & Hull LLP
  • Kimberly A. Whaley, WEL Partners

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.

Certificate Requirements

NTD: Although a Certificate of Completion of the Intensive Program is issued upon completion of all programs, this is not a certificate program.

All programs above must be completed within a two year period.

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

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

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

A blend of online learning to be completed over 2020-2021.

Location

Online - Live, interactive

Fee per Delegate

Wills & Estates 101: Online Webinar Series - $129 + HST each or $295 + HST for all 3 webinars

Taxation in Wills & Estates – $495 + HST

Newly Licensed Rate (2017-Present): $247.50 + HST

Estate Planning and Administration – $795 + HST

Newly Licensed Rate (2017-Present): $397.50 + HST

Intensive Skills Workshop: Will Drafting – $695 + HST

Newly Licensed Rate (2017-Present): $347.50 + HST

Passing of Accounts & Fiduciary Accounting – $345 + HST

Newly Licensed Rate (2017-Present): $172.50 + HST

Managing Consent & Capacity Issues in Wills & Estates Practice – $345 + HST

Newly Licensed Rate (2017-Present): $172.50 + HST

Powers of Attorney and Guardianship: Non-contentious and Contentious Matters – $345 + HST

Newly Licensed Rate (2017-Present): $172.50 + HST

Bundle pricing for all programs (with separate registration option):
*Register for all programs listed above and take advantage of a discounted bundle price: $2,795

Printable Registration Form

Eligible CPD Credit Hours

Who Should Attend

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

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LawPRO

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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