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Wills and Estates Refresher 2023

Date

Thursday, March 30, 2023 (9:00 a.m.–12:30 p.m.)

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

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

Additional Information

Page Count: 332

* 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.

Chair
  • Ed Esposto, TEP
    Aird & Berlis LLP
Description

Managing a successful wills and estates law practice requires a solid foundation of legal and practice principles, as well as the ability to skillfully manage your client’s expectations and needs. Our presenters guide you through the necessary steps of client communication, will drafting and reporting obligations using real-life scenarios, incisive commentary, and insight gained from their years of experience. Whether you are starting out, or looking for a solid refresh of basic principles, this is the program for you.

  • Analyze the most common drafting errors and how to avoid them
  • Hear more about client identification and verification, what to expect, and its impact on your practice
  • Gain useful tips to manage client’s expectations
  • Understand the substantial compliance regime and its limitations 

Presenters

  • Ed Esposto, TEPAird & Berlis LLP
  • Corina Weigl, TEPFasken Martineau DuMoulin LLP
  • Amanda StaceyNorton Rose Fulbright Canada LLP

Registration Options

Registration Mode *
Learning format *

Only PDF materials will be provided. CPD is now fully paperless.

To access your electronic purchase: click "My Account" and sign in. Click "Purchased Programs" and look for the program name. Click the "Details" link on the right. Click the "Click here to access the on-demand webcast" link to load the webcast.

Individual registrations may use this printable order form

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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.