Wills and Estate Planning: A Primer

  • September 29, 2015

PURCHASE

Publication | Archived Video

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 CHAIRS

Chris Markou, Lawrence, Lawrence, Stevenson LLP
Emily Hubling, Torkin Manes LLP

TABLE OF CONTENTS

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

The Best of Times and The Worst of Times:
The Initial Client Meeting In An Estates Practice
Kimberly Whaley, Whaley Estate Litigation
Lionel Tupman, Whaley Estate Litigation

Challenging Estate Planning Issues
Chris Markou, Lawrence, Lawrence, Stevenson LLP
Susannah Roth, O'Sullivan Estate Lawyers

Drafting Powers of Attorney for Property and Personal Care
Craig Ross, Pallett Valo LLP

Drafting Tips
Jordan M. Atin, Hull & Hull LLP

Tips to Avoid Errors in Will Drafting
Pauline Sheps, Lawyers' Professional Indemnity Company (LAWPRO®)

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