Everything you need to know to launch your wills and estates career
(Original Live Webinar Date: November 24 and 25, 2021)
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Who should attend: Those new to the practice of wills, estates and trusts including newly called lawyers, and more experienced lawyers wanting to develop a practice in this area. This course may also be of interest to those who want a refresher.
Learning level: Fundamental
Want to develop a successful wills and estates practice, but unsure of where to start? This course will provide you with the fundamental building blocks by teaching you how to draft a will, how to create a basic estate plan, and how to incorporate a will into an estate plan. Topics will also include when to consider trust planning, how to integrate corporate succession, estate tax issues, and mediation. From interviewing clients and taking instructions, to analyzing the components of an estate plan, to focusing on key will drafting considerations, this course has it covered! Experienced practitioners will provide you with valuable insights and helpful practice tips for every step. You will leave with essential information to move forward with your wills and estates files.
Join us and be prepared for practice!
After taking this program, you will:
- understand how to create a basic estate plan including drafting a will
- be able to better interview clients and understand their expectations
- gain knowledge of different techniques in estate planning
- have the tools to develop a successful wills and estates practice
Law Society of BC CPD Hours: 10 hours (this course will include a minimum of two hours of professional responsibility and ethics, client care and relations, and/or practice management). Please note: The CPD hours of the rebroadcast will either meet or exceed the CPD hours of the original live webinar course.
You may also be interested in Tax Fundamentals for the Estate Practitioner 2022 on Thursday, March 31, 2022.
Eric B. Clavier — Fasken Martineau DuMoulin LLP, Vancouver
Emily Clough — Clark Wilson LLP, Vancouver
To support you during COVID-19, CLEBC is offering reduced pricing for courses.