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Wills and Estates Refresher 2024

Date

Wednesday, March 27, 2024 (9:00 a.m.–12:30 p.m.)

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

Alternate date: Friday, October 4, 2024 [click to view options]

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

View this webcast-only program from your home or office computer

Additional Information

Page Count: 302

* 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

The past few years have brought tremendous change for the wills and estates practitioner – not only legislative but also in how you interact with your clients and manage files. To steer through it all efficiently while meeting your professional responsibilities requires solid core skills and the ability to identify and manage challenges. Our expert panel engages in meaningful discussion through real-life scenarios as they guide you through the essentials of taking client instructions, drafting considerations, managing ethical dilemmas, and more. A must-attend program for those starting out, or anyone seeking practical guidance on fundamental principles.

  • Receive useful tips to support client communication and manage expectations
  • Discuss drafting best practices to avoid errors and meet evidentiary thresholds
  • Gain insight into the diverse nature of modern family arrangements and their impact on the will

Presenters

  • Ed Esposto, TEPAird & Berlis LLP
  • Amanda StaceyMiller Thomson LLP
  • Corina Weigl, TEPFasken Martineau DuMoulin 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.

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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.