Program Chair(s)

Amanda Stacey

Miller Thomson LLP

Robert Kepes

Morris Kepes Winter LLP Tax Lawyers

Nimali D. Gamage

Goddard Gamage LLP

Marni Pernica

Aird & Berlis LLP

Ian Hull

Hull & Hull LLP

Suzana Popovic-Montag

Hull & Hull LLP

Kimberly A. Whaley

WEL Partners

Robert Santia

Robins Appleby LLP

Ray Rubin

Davies Ward Phillips & Vineberg LLP

Eligible for

LawPRO Risk Management Credit

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.

Registration includes 120-day unlimited, online access to the recorded program for most programs

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:

Register for the intensive program 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

Certificate of Program Completion

All programs above must be completed within the intensive cycle.

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.

Who Should Attend

Lawyers practicing or wishing to practice in wills and estates

Jenny Kirshen

Associate, Gene Colman Family Law Centre

“Great faculty, interesting anecdotes, very knowledgeable.”

Faculty

Program Chairs

Ian Hull

Hull & Hull LLP

Marni Pernica

Aird & Berlis LLP

Suzana Popovic-Montag

Hull & Hull LLP

Robert Kepes

Morris Kepes Winter LLP Tax Lawyers

Robert Santia

Robins Appleby LLP

Amanda Stacey

Miller Thomson LLP

Kimberly A. Whaley

WEL Partners

Faculty

Valerie J. Tingey

Professional Corporation

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

Agenda

Register

Registration for the full bundle is no longer available, but you can still register for individual modules using the links below.

Module 1: Feb 6, 2024

Estate Planning and Administration

Elective
Module 2: Feb 13, 2024

Taxation in Wills and Estates

Elective
Module 3: Mar 5 & Apr 1, 2024

Intensive Skills Workshop: Will Drafting

Elective
Module 4: Mar 19, 2024

Managing Consent and Capacity Issues in Wills and Estates Practice

Elective
Module 5: Apr 2, 2024

Passing of Accounts and Fiduciary Accounting

Elective
Module 6: Apr 22, 2024

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

Elective

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.
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.

LAWPRO
This program is approved for LAWPRO Risk Management Credit.

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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.