Search
Filters
Close

Wills and Estates Refresher 2019

Date

Wednesday, March 27, 2019 (9:00 a.m.–12:30 p.m.)

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

Alternate date: Monday, June 10, 2019 [click to view options]

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

Additional Information

Page Count: 236

* 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.

Chair
  • Ed Esposto
    Aird & Berlis LLP
Description
Drafting a will is not always straightforward. Even if it's a sizeable part of your practice, you know that sometimes a will presents particular complications. The best way to meet this challenge is to have a good grasp of the essentials and brush up on the latest developments. Our presenters take you through the entire process, covering effective initial client interviews, drafting of documents, reporting, and more. You also hear useful tips on risk management and how to handle common challenges that sometimes arise with will planning and preparation.
  • Learn how to foster the client relationship while handling various challenges
  • Consider multiple wills and where things stand since Milne Estates
  • Gain useful practice management tips on the use of technology and privacy issues


Presenters

  • Lori DuffyWeirFoulds LLP
  • Ed EspostoAird & Berlis LLP
  • Amanda StaceyNorton Rose Fulbright Canada 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 cpdreg@lso.ca 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.