Program Chair
Nicole Woodward
Miller Thomson LLP
Build a strong foundation in the essential principles of estate planning and administration.
In this comprehensive program, you will gain an in-depth and interactive learning experience designed and delivered by some of Canada’s leading estate planning practitioners.
Refresh your knowledge on basic concepts and take part in in-depth discussions of complex issues in Wills and Estates. Over one and a half days, examine the issues that arise in practice and develop the knowledge and skills needed to advise clients with confidence.
Complete the program on its own, or as part of The Osgoode Intensive Program in Wills and Estates. As the first offering in the Osgoode Intensive Program in Wills and Estates, this program establishes the foundational knowledge that will support your learning throughout the subsequent modules.
Can’t Make the Date? Registration includes 120-day unlimited, online access to most of the programs in the series.
What You’ll Learn
Through discussion panels designed to give practical insight, you will learn:
Identify key considerations when advising clients on estate planning and administration
- Assess and substantiate testamentary capacity
- Recognize and address concerns about undue influence and changes to a will
Navigate key tax considerations in estate planning
- Understand the taxation of testamentary trusts
- Address charitable bequests and estate donations
Apply practical approaches to will drafting, execution and reporting
- Determine when multiple wills may be appropriate
- Address multi-jurisdictional estate planning issues
- Navigate preferential treatment of beneficiaries
- Avoid common errors in complex estate planning situations
- Execute wills in challenging circumstances
- Apply strategies to reduce the risk of negligence claims
Understand the fundamentals of estate administration
- Determine which assets form part of an estate
- Navigate disclosure obligations and beneficiaries’ rights to information
- Secure and administer estate assets, including where a certificate of appointment has not yet been obtained
- Identify potential liabilities facing estate trustees
Implement best practices to protect yourself and your clients throughout the estate planning and administration process
This program is part of The Osgoode Intensive Program in Wills & Estates. For a full listing of required programs, click here.
Who Should Attend
Lawyers and other legal professionals practicing or wishing to practice in wills and estates
Paralegals practicing in wills and estates
Professionals in wealth management and estate management
Faculty
Program Chair
Nicole Woodward
Miller Thomson LLP
Past Instructors Include
Robin Ellis
Miller Thomson LLP
Rebecca Fisch
RSF Law
Emily Hubling
Fasken
David Mills
Mills & Mills LLP
Meghan O’Neil
Mills and Mills LLP
Nicole Woodward
Miller Thomson LLP
Agenda
Please Note
The information below is from the 2026 iteration of the program. A detailed agenda for the upcoming program will be available soon.
Register
Feb 8 & 10, 2027
$835 + TAX
Time
February 8, 2027
9:00 a.m – 4:30 p.m (ET)
February 10, 2027
1:30 p.m – 4:30 p.m (ET)
Printable registration form
If a downloadable form is required, please contact osgoodepd@osgoode.yorku.ca.
“Is financial assistance or funding available?”
As law evolves, we know how important it is to stay up to date. We also understand the financial implications of continuously upgrading your professional skills and knowledge. For more information on available options, including Job Grants, OSAP, please visit:
CPD and Accreditation
Please Note
The hours below are for the 2026 iteration of the program and should be used as an estimate only. Confirmed hours will be available soon.
OsgoodePD is an accredited provider with the LSO, the Law Society of BC and NY CLE Board. Select your location to view the eligible hours you may claim.
| Substantive | 6h 40m |
|---|---|
| Professionalism | 2h 45m |
| Total | 9h 25m |
Are you reporting hours from a previous date?
View our CPD & Accreditation page to see previously calculated hours for this course.
Deeper Learning Opportunities
LLMs
Are you a law graduate or an executive/senior professional with at least 5 years of specialized experience? Consider a full-time or part-time LLM degree.
Part-time LLMs Full-time LLMsThe Osgoode Certificate
Stay competitive with deep dives into the most critical issues in law. Taught by leading experts and designed for flexible learning, choose from multi-day programs or take courses at your own pace to build towards a certificate.
Explore certificatesFrequently Asked Questions
Client and Technical Support
Have questions? Get advice in person, by email or over the phone.
Program content questions
Gail Geronimo, Program Lawyer
ggeronimo@osgoode.yorku.ca
Registration questions
Technical support
Online Technical Requirements
To ensure you do not encounter any issues that will impact or limit your learning experience, please review the following information.