Program Chairs

Ian Hull

Hull & Hull LLP

Suzana Popovic-Montag

Hull & Hull LLP

Eligible for

LawPRO Risk Management Credit

Do you have the skills and knowledge necessary to competently and confidently represent your clients’ best interests in this highly-charged, complex area?

Over three evenings, this OsgoodePD practical and intensive course provides the fundamentals of estate litigation and will equip you with the knowledge, skills and tools to confidently advise clients and be an effective advocate in estate matters.

Utilizing real-life case studies and a step-by-step analyses of the litigation process, this program will provide detailed, practical tips on how to manage each stage of a matter.  Starting from the essential considerations at your initial client meeting, to the evidence involved in contentious proceedings, and trial, our experienced instructors will walk you through the steps needed to successfully advance the interests of your client.

Registration includes 120-day unlimited, online access to the recorded program.

What You’ll Learn

Evaluating information to be obtained at the first client meeting

Dealing with the legal issues involved in a will challenge

Analyzing professional duties related to diminished capacity and undue influence situations

Preparing for mediations and drafting settlements in estate disputes

Identifying the various relevant limitation periods

Understanding and navigating the various types of applications, motions, and orders in the estate litigation process

Understand the evidence involved in contentious proceedings

Meeting your obligations and the steps involved in locating missing beneficiaries

The latest case law updates on the issue of costs and unjust enrichment

Arguing claims against the Estate pursuant to the Estates Act

Key steps and information about Certificate of Appointments objections

Who Should Attend

Lawyers who want to practice in estate litigation

Junior lawyers and students who are new to estate litigation

Paralegals and law clerks working in estate litigation

Civil litigators and other lawyers who take on some estate litigation files

Estate trustees and other estates professionals (planners)

Experienced estate litigators who want to refresh their knowledge of the basics

Wealth planners

Faculty

Program Chairs

Ian Hull

Hull & Hull LLP

Suzana Popovic-Montag

Hull & Hull LLP

Instructors

Program Agenda

Register

Sep 21, 28 & Oct 6, 2022

$995 + TAX

Time

September 21, 2022

4:00 p.m – 7:00 p.m (ET)

September 28, 2022

4:00 p.m – 7:00 p.m (ET)

October 6, 2022

4:00 p.m – 7:00 p.m (ET)

Nov 14-15, 2022

$995 + TAX

Time

Nov 14-15, 2022

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

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.

CPD Hours
Format
Contact us for inquiries about other provinces.
Substantive7h 55m
Professionalism55m
Total8h 50m
LAWPRO Risk Management CreditYes

Are you reporting hours from a previous date?

View our CPD & Accreditation page to see previously calculated hours for this course.

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Frequently Asked Questions

Client and Technical Support

Have questions? Get advice in person, by email or over the phone.

Program content questions

Samantha Miller, Program Lawyer
smiller1@osgoode.yorku.ca