WILLS AND ESTATES REFRESHER 2024

Wednesday, March 27, 2024 (9:00 a.m.–12:30 p.m.)

View this webcast program from your home or office computer.

This program qualifies for 2 h 30 m Substantive, 1 h Professionalism 

Chair:

The past few years have brought tremendous change for the wills and estates practitioner – not only legislative but also in how you interact with your clients and manage files. To steer through it all efficiently while meeting your professional responsibilities requires solid core skills and the ability to identify and manage challenges. Our expert panel engages in meaningful discussion through real-life scenarios as they guide you through the essentials of taking client instructions, drafting considerations, managing ethical dilemmas, and more. A must-attend program for those starting out, or anyone seeking practical guidance on fundamental principles.

• Receive useful tips to support client communication and manage expectations
• Discuss drafting best practices to avoid errors and meet evidentiary thresholds
• Gain insight into the diverse nature of modern family arrangements and their impact on the will
• Understand proposed succession planning requirements and your practice

Program Agenda

Please note that 11+ participants are required to secure the 50% off discount. The WRLA will notify participants if registration does not reach 11 participants.

If 11 people register, the cost of the event will be $115.00 + HST ($14.95) for a total of $129.95 for WRLA members. 

Registration for this CPD will close on Wednesday, March 20, 2024 at 4:00 p.m. We cannot accept registrations after this time.

**We must receive your payment on or before Wednesday, March 20, 2024 in order to register you with the LSO for this CPD.**

WRLA Cancellation Policy