Estate solicitors and related professionals today work in a context that demands sophisticated knowledge of how financial planning, tax and family law interact with traditional estates and trusts law. Without this knowledge, wills and estates practice underserves clients and leaves the professional open to the risk of significant professional liability.

Building on the success of Osgoode Professional Development’s annual Wills and Estates Workshop, this program will provide you with an opportunity to extend your knowledge of key issues and to develop the skills to address them with authority. You’ll hear the latest developments and work through key challenges in frequently-encountered problem areas. Issues covered will include:

  • Trustees’ conflicts in the context of trusts and estates controlling corporations and businesses – can the interests of the corporation and of trust beneficiaries always be reconciled?
  • The most important considerations and tactical specifics in putting forward, or defending against, a dependents’ support claim on behalf of a spouse or child
  • What every estate lawyer must know about domestic contracts
  • When the law on decision-making capacity meets complex fact situations – what can the prudent solicitor or other advisor realistically be expected to do?
  • Practical concerns in undertaking assessments of mental capacity
  • Making best use of the contributions of medical/clinical staff in assessing capacity
  • Grasping the full range of non-residency considerations in estate practice
  • Identifying the kinds of situations – and parties – that benefit most from a proactive approach to dispute resolution
  • What you need to know about property passing outside the will
  • Practical solutions to the problem of ‘mirroring’ wills

 

Chairs:
Barry S. Corbin, Corbin Estates Law Professional Corporation
Suzana Popovic-Montag, Hull & Hull LLP

 

 

OPD Program Lawyer

Paul Truster

ptruster@osgoode.yorku.ca