Wills Drafting Workshop in the Context of Estate Planning





Product Type: Course

This course has no current sessions.


DescriptionMore DetailAgenda

COURSE FULL

To be placed on a waitlist, please contact CLEBC Customer Service

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Learn to reduce claims and complaints in your wills practice!

Thursday and Friday, April 4 and 5, 2019
9:00 am — 4:00 pm (both days)
Pan Pacific Hotel, 999 Canada Place, Vancouver

Who should attend: Junior or intermediate lawyers practicing in the area of wills, estates, and trusts, and senior paralegals and designated paralegals; the course may also be of interest to experienced practitioners looking for a refresher.

Learning level: Fundamental/Intermediate

There are two dangerous myths in wills practice: 1) that anyone can draft an effective will; and 2) that there is such a thing as a “simple will.”  Ensure you avoid the pitfalls that come along with these myths by learning an effective, systematic process for serving wills clients. Over two days, workshop leaders will take you step by step from the client interview through to drafting the will, identifying tips for avoiding claims and complaints along the way. You will gain confidence in pinpointing key issues, understanding where a will fits into an estate plan, and recognizing broader estate planning concerns when drafting a will.

Join us and improve your wills practice procedures today.

After this workshop you will:

  • recognize difficult or unusual problems relating to wills drafting
  • learn about appropriate solutions to resolve these errors and problems
  • avoid pitfalls that cause the majority of complaints
  • receive a tab-indexed binder of documents, checklists, and other practical background materials
  • benefit from the wisdom and experience of your workshop leaders and peers

Past attendees said it best...

"This was certainly the most valuable course I have ever taken. It was very interesting and I learned more in two days than I would have thought possible. Great job."

"Great compact size of class, lots of interaction, and great teachers!"

"Excellent hands-on learning opportunity."

"Instructors were phenomenal—extremely helpful."

Law Society of BC CPD Hours: 12 hours (a minimum of 2 hours will involve aspects of professional responsibility and ethics, client care and relations, and/or practice management).

Workshop Leaders
Sandra L. Enticknap, QC Miller Thomson LLP, Vancouver
Kim A. Karras Brawn Karras & Sanderson, Surrey
Emma A. McArthur Farris, Vaughan, Wills & Murphy LLP, Victoria
Valorie Pawson Pawson Law, West Vancouver
Jane A.G. Purdie, QC Hambrook & Company, White Rock
Richard M. Wenner Richard M. Wenner Law Corporation, Vancouver
Kirsten E.H. Wharton Westcoast Wills and Estates Law Corporation, North Vancouver
Geoffrey W. White Geoffrey W. White Law Corporation & Counsel, Clark Wilson LLP, Kelowna and Vancouver

 

Pricing 

EARLY BIRD 
Register by Mar. 8/19
Regular Price
After Mar. 8/19
In-Person* $1,129 $1,239
In-Person Articled Student* $629 $689
Registration includes an electronic copy and a print copy of the workshop materials.

*Lunch is included both days.

Unable to attend without financial support? Learn about our Bursary Program and Easy Pay Plan.

CLEBC Program Lawyer*
Nadia Myerthall
nmyerthall@cle.bc.ca
*non-practising


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