Program Chair(s)

Amanda Stacey

Miller Thomson LLP

Robert Kepes

Morris Kepes Winters LLP

Robert Santia

Robins Appleby LLP

Emily Hubling

Fasken

Ian Hull

Hull & Hull LLP

Suzana Popovic-Montag

Hull & Hull LLP

Kimberly A. Whaley

WEL Partners

Eligible for

Advance your wills and estates practice with the Osgoode Intensive Program in Wills and Estates.

Choose a curated and comprehensive program package of essential topics, or fill gaps in specific areas with separately available modules.

This unique intensive program, designed and delivered by leading experts, will give you the critical knowledge and skills you need to enhance your practice rapidly. You will develop or deepen your understanding essential areas, gain insight into potential pitfalls and how to avoid them, and participate in valuable skills practice exercises.

Complete all courses below by the deadline date and receive a Certificate of Completion of the Intensive Program.

Can’t Make the Date? Registration includes 120-day unlimited, online access to most of the programs in the series.

What You’ll Learn

Gain an understanding of key topics and practice valuable skills that will allow you to succeed as a practitioner in the area of wills and estates. Modules include:

Although not required, it is recommended to take the courses above in the order that they are offered.

Register for all programs and gain access to the Wills & Estates 101: Online Webinar Series – Available online any time

Note: Viewing of all three Online Webinar Sessions are required to complete the Intensive Program; it is recommended that these are completed prior to the other programs listed

  • Estate Planning, Review and Execution: Key Concepts and Practice Essentials
  • Drafting the Retainer and Will: Tips for Protecting your Client, the Will and You!
  • Estate Litigation for the Non-Litigator

PLUS! Register for all programs listed above and take advantage of a special discounted bundle price: $2,995.

Who Should Attend

Lawyers and other legal professionals practicing or wishing to practice in wills and estates

Faculty

Program Chairs

Ian Hull

Hull & Hull LLP

Suzana Popovic-Montag

Hull & Hull LLP

Robert Kepes

Morris Kepes Winters LLP

Robert Santia

Robins Appleby LLP

Amanda Stacey

Miller Thomson LLP

Kimberly A. Whaley

WEL Partners

Emily Hubling

Fasken

Instructors

Jenny Kirshen

Associate, Gene Colman Family Law Centre

“Great faculty, interesting anecdotes, very knowledgeable.”

Register

Module 1: Apr 1 & 2, 2025

Estate Planning and Administration

Module 2: Apr 7, 2025

Taxation in Wills and Estates

Module 3: Apr 10 & May 9, 2025

Intensive Skills Workshop: Will Drafting

Module 4: Apr 15, 2025

Passing of Accounts & Fiduciary Accounting

Module 5: Apr 22, 2025

Managing Consent & Capacity Issues in Wills & Estates Practice

Module 6: Apr 30, 2025

Powers of Attorney and Guardianship: Non-contentious and Contentious Matters

Bundle price (6)

$2,995 + TAX* SPECIAL BUNDLE PRICING and EXCLUSIVE CONTENT – Until April 9, 2025. Take advantage of special pricing when registering for all programs in the Intensive Programs in Wills and Estates 2025 AND receive complimentary access to the Wills and Estates 101: Online Webinar Series. Eligible for OSAP when registering for the bundle.

Register for all required modules

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:

Valerie J. Tingey

Professional Corporation

“Very personable speakers kept issues practical and provided many helpful examples.”

Certificate of Program Completion

All programs above must be successfully completed by May 26, 2025 to earn a Certificate of Completion. Participants must register for the Intensive Program in Wills and Estates bundle by April 9, 2025 in order become eligible for the Certificate of Completion.

Space is strictly limited in each program to ensure an engaging learning experience. Register now to secure your place in the programs of your choice.

When you have completed all the programs listed above, please contact cle@osgoode.yorku.ca to request your Certificate of Completion.

CPD and Accreditation

Please Note

Final CPD accreditation has yet to be confirmed. The hours below are for the 2024 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.

CPD Hours
Format
Contact us for inquiries about other provinces.
Substantive24h 35m
Professionalism9h 30m
Total34h 5m

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

Gail Geronimo, Program Lawyer
ggeronimo@osgoode.yorku.ca

Online Technical Requirements

To ensure you do not encounter any issues that will impact or limit your learning experience, please review the following information.