The Annotated Will 2024
Date
Wednesday, January 24, 2024 (9:00 a.m.–12:00 p.m.)
Add this event to your calendar (Downloads an .ICS file)
Alternate date: Friday, May 17, 2024 [click to view options]
View this webcast-only program from your home or office computer
Additional Information
Page Count: 215
* Remember: You must attend CPD programs (in-person, live webcast, or live webcast replay) or view them on-demand to claim CPD Hours. Reading CPD materials alone does not qualify.
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Ian Lebane, C.S., TEP, Vice President, Tax and Estate PlannerTD Wealth -
Kavina Nagrani, C.S., TEPNIKA LAW LLP
Year after year, this foundational program delivers practical tips on drafting clear and effective wills for your clients. Focusing on different provisions each time, our panel of experts examines the components of a will precedent and alerts you to any changes to legislation or interpretation you will need to know about.
- What are some of the most common drafting errors?
- When would you consider using multiple wills?
- Is it time to re-vamp your "boilerplate" clauses?
- What issues should you consider when planning for ODSP recipients?
- What practices and procedures do you need to follow after the will is signed?
- What do you need to know about disclaimers and the doctrine of accelerated interests?
Presenters
- Laura Geddes, TEP, Siskinds LLP
- Ian Lebane, C.S., TEP, Vice President, Tax and Estate Planner, TD Wealth
- Darren Lund, TEP, Fasken Martineau DuMoulin LLP
- Kavina Nagrani, C.S., TEP, NIKA LAW LLP
