The interactive presentation style and vigorous coverage of core concepts will provide a
unique opportunity to hear the latest developments and work through intricate challenges
often encountered by estate practitioners. Using case studies and real-life examples, top
practitioners will provide practical tips and insights – leading the participants through the
most pressing practice issues while critically analyzing and applying the law. This engaging
and popular approach will afford plenty of room for questions and discussions.
Over three consecutive Thursday evenings, topics covered will include:
- Consent and capacity issues
- Strategies for drafting wills, including drafting in special circumstances
- Gifting and trusts
- Current strategies connected to inter vivos and testamentary estate planning
- Taxation on death
- Techniques for preparing and writing final reporting letters
- Dealing with real property
- Executor compensation versus legal fees
- How to close an estate administration file
- Certificates of Appointment
- Avoiding negligence and malpractice claims
- When and how to use a trust
Participants will benefit from the insights of top practitioners who deal with these issues
on a daily basis. You’ll also walk away from the program with high-quality precedents and
materials – a valuable resource long after the workshop is over!
Jordan M. Atin, Hull & Hull LLP
Rachel Blumenfeld, Miller Thomson LLP
Ed Esposto, Vice-President, RBC Private Counsel
Corina Weigl, Fasken Martineau DuMoulin LLP
OPD Program Lawyer
Paul Truster
ptruster@osgoode.yorku.ca |
