Wills and Estates Refresher 2018


Wednesday, March 28, 2018 (09:00 AM-12:30 PM)

Add this event to your calendar (Downloads an .ICS file)

Alternate date: Wednesday, June 20, 2018 [click to view options]

CPD Hour(s)*
2 h 30 m Substantive
1 h Professionalism

Additional Information

Page Count: 235

* Remember: You must attend CPD programs or view them on demand to claim CPD Hours. Reading CPD materials alone does not qualify.

You may count recorded programs that you watch without a colleague towards your annual CPD Requirement—up to a maximum 6 hours. Recorded programs include archived webcasts, video replays, or any other on-demand program.

  • Jordan Atin, C.S., TEP
    Atin Professional Corporation

Estate planning and drafting wills can get complicated, especially if you do them frequently. We have designed a refresher to help you manage the essentials. Our presenters give you an overview of the process, from the advice you might give your client on an estate plan to drafting tips and strategies, finishing with the appropriate follow-up after execution of the will and pointers on avoiding negligence claims. You also receive updates on the developments in this area so you have a complete picture of the current landscape.

  • Learn how to use technology to build a will plan
  • Understand drafting techniques to address disabled beneficiaries
  • Be aware of the issues that arise in preparing trusts on principal residences


  • Jordan Atin, C.S., TEPAtin Professional Corporation
  • Ed EspostoAird & Berlis LLP
  • Mary-Alice Thompson, C.S., TEPCunningham, Swan, Carty, Little & Bonham LLP

Registration Options

Registration Mode *
Learning format *

To access your electronic purchase: click "My Account" and sign in. Click "Purchased Programs" and look for the program name. For On-Demand Webcast and PDF, click the "Details" link to the right of the program name. For PDF-only, click the link below the program name to download the PDF.

Individual registrations may use this printable order form

Group registrations, please see our FAQs for group rate information. If you are registering a group of 2 or more, please send an email to including the full name, email address, and licensee number (if applicable) of each registrant along with a reference to the order number.

If you place an order via email, please do not provide your credit card information (number and security code) in the message. A member of the CPD Registration team will contact you to obtain the payment information.

All prices are subject to applicable taxes.