Advanced Wills and Estates for Paralegals and Legal Support Staff 2019

Product Type: Course

This course has no current sessions.

DescriptionMore DetailAgenda

Take your skill set to the next level

(Original Course Date: October 25, 2019)

Who should attend: Experienced paralegals, legal support staff, junior lawyers, and lawyers wishing to move to this practice area

Learning level: Intermediate/Advanced

Complex issues regarding estate planning will be explained, including discussion on inter vivos and testamentary trusts. The course will also look at the contemporary issue of estate planning for blended families.

With respect to estate administration, the course will review the procedures involved with various estate grants, including probate, administration with will annexed, administration without will annexed, resealing grants and ancillary grants.

We will also be looking at applications under s. 58 curative provisions of the Wills, Estates and Succession Act, and how to deal with missing beneficiaries. The course will cover pre-grant steps and post-grant steps, including the passing of estate accounts and distribution.

Recent and relevant case law will be highlighted and materials will be prepared to assist in recognizing unusual or difficult problems relating to estate planning and administration.

Course Chair
Stacie Ayukawa, MTI® — Heritage Law, West Vancouver

Law Society of BC CPD Hours: This rebroadcast has been edited, reducing runtime. A bonus presentation is included to ensure you receive the same or more CPD hours as the original course.	CPD Hours	Ethics* Hours
Watch Advanced Wills and Estates for Paralegals and Legal Support Staff 2019 ONLY	5.50	1.0
Watch Advanced Wills and Estates for Paralegals and Legal Support Staff 2019 and bonus video CLE-TV: Sexual Misconduct in the Legal Profession	6.50	2.0
*"Ethics" refers to professional responsibility and ethics, client care and relations, and/or practice management credit

	Pricing
Rebroadcast	$369 $299
Rebroadcast Articled Student	$184.50 $149.50
Save even more with your CPDone Pass. Registration includes an electronic copy of the reference materials. *Please note:* The CPD hours of the rebroadcast will either meet or exceed the CPD hours of the original live course.

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CLEBC Programs Production Manager
Mary Kingston
mkingston@cle.bc.ca

Course Chair
Stacie Ayukawa, MTI® — Paralegal, Heritage Law, West Vancouver

About the Course Chair

Stacie Ayukawa completed the paralegal diploma program at Capilano University, where she was awarded several scholarships and distinctions for her academic achievements, including being selected by the university to give the student address speech during convocation for the department of business and professional studies. Stacie has also earned a professional designation of an MTI, Estate and Trust Professional from the Canadian Securities Institute. Stacie received her bachelor’s degree in Humanities from SFU and has recently completed her Master’s degree, also from SFU. Stacie has just started as an instructor at Capilano University, where she is currently teaching in the area of wills and estates and legal computer applications.

Faculty
Lisa Nguyen — Estates Paralegal, Grant Application Review Services, Public Guardian and Trustee, Vancouver
Elyssa Lockhart — McQuarrie Hunter LLP, Surrey
Tjammie Overgaard — Cohen Buchan Edwards LLP, Richmond
Braeden Rahn — Geoffrey W. White Law Corporation, Kelowna
Rose Shawlee — Richards Buell Sutton LLP, Vancouver

Click here for full faculty bios »

Welcome and Land Acknowledgement

Stacie Ayukawa, MTI® — Paralegal, Heritage Law, West Vancouver

Estate Planning

Administration of Trusts

Braeden Rahn — Geoffrey W. White Law Corporation, Kelowna

Complex Issues in Estate Planning

Elyssa Lockhart — McQuarrie Hunter LLP, Surrey

Break

Estate Administration

Probate

Stacie Ayukawa, MTI® — Paralegal, Heritage Law, West Vancouver

Intestate Administration

Rose Shawlee — Richards Buell Sutton LLP, Vancouver

Networking Lunch (Provided)

Resealing Grants and Ancillary Grants

Tjammie Overgaard — Cohen Buchan Edwards LLP, Richmond

Post Grant Steps

Rose Shawlee — Richards Buell Sutton LLP, Vancouver

PGT Perspectives

Lisa Nguyen — Estates Paralegal, Grant Application Review Services, Public Guardian and Trustee, Vancouver

Break

New Rules/Form Changes/Section 58 Applications

Tjammie Overgaard — Cohen Buchan Edwards LLP, Richmond
Braeden Rahn — Geoffrey W. White Law Corporation, Kelowna

Registry Perspective

Speaker TBA

Practice Panel and Case Law Update

Moderator: Stacie Ayukawa, MTI® — Paralegal, Heritage Law, West Vancouver

Elyssa Lockhart — McQuarrie Hunter LLP, Surrey
Tjammie Overgaard — Cohen Buchan Edwards LLP, Richmond
Braeden Rahn — Geoffrey W. White Law Corporation, Kelowna
Rose Shawlee — Richards Buell Sutton LLP, Vancouver

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Advanced Wills and Estates for Paralegals and Legal Support Staff 2019

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