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Wills and Estates Refresher 2024 (REPLAY)

Date

Tuesday, July 30, 2024 (9:00 a.m.–12:30 p.m.)

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

Alternate date: Wednesday, March 27, 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

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
  • Understand proposed succession planning requirements and your practice

ABOUT LIVE WEBCAST REPLAYS WITH LIVE CHAT

This live webcast replay contains an online chat feature that allows you to view the previously broadcast program and interact, share ideas, and exchange comments with fellow registrants online.

Remember: Your CPD hours must be entered into the LSO Portal. Register for an account and log your CPD hours at https://portal.lso.ca.

Registration Options

Registration Mode *
Learning format *

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

To view your program: 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 webcast" link to load the webcast.

Register online before: July 30, 2024 10:00 AM

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.