Wills and Estate Planning: A Primer
Author(s): Ontario Bar Association
Publication Date: November 2017
Format: shipped (hardcopy), download (PDF)


Description
Preparing a will and developing an estate plan requires a critical knowledge of various areas of law, as well as tax obligations and implications. To ensure your client's intention is ultimately fulfilled, careful planning and drafting is essential. Gain a fundamental understanding of the need-to-know issues, and take home practical tools and strategies to implement in your practice. Learn how to manage your clients' expectations, avoid costly errors and protect yourself. This program is a must for those in the early stages of their Wills and Estates practices, and for experienced practitioners looking to brush up on these important basics. Register now to secure your spot!

PROGRAM CHAIR

Emily Hubling, Goodmans LLP

TABLE OF CONTENTS

What You Need to Do Before Meeting With Your Client
Risa Awerbuck, Torkin Manes LLP
Emily Hubling, Goodmans LLP

Best Practices for the Initial Client Meeting
Jordan M. Atin, Hull & Hull LLP

Practical Advice for Tackling Challenging Planning Issues
Laura Kerr, Low Murchison Radnoff LLP (Ottawa)

How to Prepare Powers of Attorney (POA)
Alicia S. Natividad, ASN Law Professional Corporation (Ottawa)

Complex Estate Planning Matters
Review of Select Issues for New Lawyers
Genevieve Giroday, Giroday Law Professional Corporation

Finalizing the Will and Next Steps
Heather J. Mountford, Goddard Gamage LLP

Wills & Estates Claims - Malpractice Fact Sheet
LawPRO

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