Advanced Wills & Estates for Paralegals and Legal Support Staff 2022

Product Type: Course

This course has no current sessions.

DescriptionMore DetailAgenda

Take your skill set to the next level

—Rebroadcasts—
On the rebroadcast date, you will have until midnight of that rebroadcast date to access the course. Please note that technical support will be available during regular CLEBC business hours.

Last Kick at the Can Series 2022
Monday, December 12, 2022
Tuesday, December 20, 2022

(Original Course Date: June 23, 2022)

Can't make the webinar or rebroadcasts?
Want online CPD available 24/7?
Subscribe to Courses On Demand, our comprehensive online resource with 21,500+ videos and 5,400+ papers from CLEBC courses. This course will be added to Courses on Demand approximately 30 days from the original course date.

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

Learning level: 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.

Law Society of BC CPD Hours: 5.5 hours (including a minimum of 1 hour involving aspects 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.

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

*Last Kick at the Can 2022*
Rebroadcast	$344 $305
Rebroadcast Articled Student	$172.50 $152.50
Are you an Indigenous lawyer or community member? Click here for special pricing. Do you need financial assistance? Click here for bursary information. 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.

Just want the materials from the course?
Subscribe to Online Course Materials and access 5,400+ papers produced for CLEBC courses since 2001.

Want to register for a course now, but prefer a monthly payment plan?
Check out our Easy Pay Plan.

Discover all of our Family Law resources here

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

Course Chair
Stacie Ayukawa, MA, MTI® — 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.

Faculty
Olena Arpe — Public Guardian and Trustee of BC, Vancouver
Kristen Day — Acting Supervisor and Deputy District Registrar, Probate & Bankruptcy Registry, Vancouver
Nicole L. Garton — Heritage Law, West Vancouver
Elyssa Lockhart — Fasken Martineau DuMoulin LLP, Surrey
Tjammie Overgaard — Designated Paralegal, Cohen Buchan Edwards LLP, Richmond
Braeden Rahn — Geoffrey W. White Law Corporation, Kelowna
Rose Shawlee — Harper Grey LLP, Vancouver
Ludmilla Vassura — Public Guardian and Trustee of BC, Vancouver

Click here for full faculty bios

Welcome and Land Acknowledgement (9:00 – 9:10)

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

Blended Family and Corporate Asset Planning (9:10 – 10:00)

Elyssa Lockhart — Fasken Martineau DuMoulin LLP, Surrey

BREAK (10:00 – 10:05)

Estate Planning Concerns and Implications for Separating Couples (10:05 – 10:35)

Nicole L. Garton — Heritage Law, West Vancouver

BREAK (10:35 – 10:45)

Inter Vivos Trusts (10:45 – 11:20)

Rose Shawlee — Harper Grey LLP, Vancouver

BREAK (11:20 – 11:25)

Probate and the New Supreme Court Forms (11:25 – 12:25)

Tjammie Overgaard — Designated Paralegal, Cohen Buchan Edwards LLP, Richmond

LUNCH (12:25 – 1:15)

Passing of Accounts (1:15 – 2:10)

Braeden Rahn — Geoffrey W. White Law Corporation, Kelowna

BREAK (2:10 – 2:20)

PGT Perspective (2:20 – 2:45)

Olena Arpe — Public Guardian and Trustee of BC, Vancouver
Ludmilla Vassura — Public Guardian and Trustee of BC, Vancouver

BREAK (2:45 – 2:55)

Registry Perspective (2:55 – 3:20)

Kristen Day — Acting Supervisor and Deputy District Registrar, Probate & Bankruptcy Registry, Vancouver

BREAK (3:20 – 3:25)

Vicarious Trauma and Self-compassion in Working with Estates (3:25 – 3:55)

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

Course Evaluations (3:55 – 4:00)

Online Store

Advanced Wills & Estates for Paralegals and Legal Support Staff 2022

Add to Cart