Practicing Wills, Estates & Trusts Law During COVID-19

Product Type: Course

This course has no current sessions.

DescriptionMore DetailAgenda

Important considerations for estate planners and litigators

(Original Live Webinar Date: April 16, 2020)

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Who should attend: All lawyers with a practice in wills, estates & trusts law. This course may also be of interest to wills, estates & trust law paralegals and notaries public.

Learning level: All levels

Are you wondering how to practice wills, estates & trusts law while working remotely? Join us for a focused, 60-minute course to hear about urgent considerations for estate planners and litigators. Topics will include client identification and verification, taking instructions, executing wills remotely, the use of videoconferencing, probate filings, swearing affidavits, secured digital signatures, requests for urgent hearings, and urgent committeeship applications.

Law Society of BC CPD Hours: 1 hour (no hours will pertain to professional responsibility and ethics, client care and relations, and/or practice management)

Course Instructors
Michelle L. Isaak — DLA Piper (Canada) LLP, Vancouver
Amy Mortimore — Clark Wilson LLP, Vancouver

Reduced Pricing To support you during COVID-19, CLEBC is offering reduced pricing for courses.
Pricing Last Kick at the Can 2020
Rebroadcasts	$69 $29
Experiencing financial hardship due to COVID-19? You may be eligible for further reductions in our course prices. Please contact Customer Service for more information. 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 webinar course.

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

Course Instructors
Michelle L. Isaak — DLA Piper (Canada) LLP, Vancouver
Amy Mortimore — Clark Wilson LLP, Vancouver

About the Course Instructors
Michelle Isaak is a partner at DLA Piper (Canada) LLP where she has practiced since her call to the bar. Before focusing on a solicitor's practice in wills, estates, and trusts, she was a member of the firm's litigation department where she practiced family, estate, and general commercial litigation. Michelle advises on all aspects of estate and trust planning and administration, with a particular interest in the resolution of complex estate matters, such as multi-jurisdictional estates, indigenous estates, dispute resolution, and insolvent estates. Michelle is on the editorial board of CLEBC's British Columbia Probate and Estate Administration Practice Manual, an annual contributor to CLEBC's British Columbia Estate Planning & Wealth Preservation, and a frequent presenter at continuing legal education sessions on estate and trust topics.

Amy Mortimore is a partner at Clark Wilson LLP. She is the Co-Chair of her firm's Estate and Trust Group and practices exclusively in estate and trust litigation. She represents parties in all aspects of estate, trust, and elder law. Amy has received the Best Lawyers in Canada designation in Trusts and Estates for a number of years.

Amy is committed to furthering legal education. She is the Vice Chair of the Board of Directors of CLEBC and the Co-Chair of the Trial Lawyers Association of BC Women Lawyers' Retreat Committee. She is frequently asked to speak to lawyers, law students, industry groups, and the public on various wills, trusts, and estate issues. She has also spent considerable time authoring materials for CLEBC. Follow her on Twitter (@AmyMortimore) for insights on wills, trusts, and estate related news.

IMPORTANT CONSIDERATIONS FOR ESTATE PLANNERS AND LITIGATORS

Urgent Issues for Estate Planners

client identification and verification—what is permitted
options for witnessing of wills and other documents
filing probate applications
changes to LTSA practice

Urgent Issues for Estate Litigators

taking an affidavit remotely—process and safeguards
applying for an urgent hearing—process and criteria
tips for filing pleadings during court closure

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Practicing Wills, Estates & Trusts Law During COVID-19

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