Wills and Estates Refresher 2024
Date
Wednesday, March 27, 2024 (9:00 a.m.–12:30 p.m.)
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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.
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Ed Esposto, TEP,Aird & Berlis LLP
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, TEP, Aird & Berlis LLP
- Amanda Stacey, Miller Thomson LLP
- Corina Weigl, TEP, Fasken Martineau DuMoulin LLP
