Wills Drafting Workshop in the Context of Estate Planning

Product Type: Course

This course has no current sessions.

DescriptionMore DetailAgenda

Learn to reduce claims and complaints in your wills practice!

Thursday & Friday, June 23 & 24, 2016
9:00 am — 4:00 pm (both days)
Pan Pacific Hotel, 999 Canada Place, Vancouver

Limited enrolment. Register early to avoid disappointment!

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

Not just anyone can draft an effective will, nor is there such thing as a "simple will." At this interactive two-day workshop, you will learn a systematic process for serving wills clients and receive practice tips on how to avoid claims and complaints. From the pre-will interview to drafting the will, workshop leaders will guide you through the process following formats of short lectures, group discussion of procedural and substantive issues, and identification and resolution of problems. By attending this workshop, you will gain confidence in your understanding of the issues, understand where the will fits into an estate plan, improve your ability to meet your clients’ needs, and be in a position to recognize broader estate planning issues.

After attending this workshop, you will...

  • recognize difficult or unusual problems related to wills drafting
  • learn about appropriate solutions to resolve these 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
James D. Baird — Boughton Law Corporation, Vancouver
Shelley A. Bentley — Kerr Redekop Leinburd, Vancouver
Emma A. McArthur — Farris, Vaughan, Wills & Murphy LLP, Victoria
Jane A. G. Purdie, QC — Hambrook & Company, White Rock
Kimberly D. Wallis — Sabey Rule LLP, Kelowna
Kirsten E. H. Wharton — Brawn Karras & Sanderson, Surrey
Geoffrey W.  White — Geoffrey W. White Law Corporation, Kelowna and Clark Wilson LLP, Vancouver
Chelsea D. Wilson — Ramsay Lampman Rhodes, Nanaimo

EARLY BIRD (Register by June 15, 2016 and SAVE)
Live Course: Regular $1,030 | Student $575

After June 15, 2016 
Live Course
: Regular $1,140 | Student $635

Registration includes both an electronic copy and a print copy of the workshop materials plus lunch on both days.

Unable to attend without financial support? To learn more about CLEBC's Bursary Program click here and for our Easy Pay Plan click here.

CLEBC Program Lawyer
Nadia Myerthall

Add to Cart