Advanced Wills and Estates for Paralegals 2024

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.

Summer Series 2024
Tuesday, July 16, 2024
Tuesday, July 23, 2024

Last Kick at the Can Series 2024
Tuesday, December 3, 2024
Tuesday, December 17, 2024

(Original course date: March 14, 2024)

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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: 6 hours (this course will contain a minimum of 40 minutes pertaining to professional responsibility and ethics, client care and relations, and/or practice management)

Course Chair
Stacie Ayukawa, MA, MTI® — Designated Paralegal for Heritage Law and Vice President of Heritage Trust, Heritage Law & Heritage Trust, West Vancouver

Summer Series 2024	EARLY BIRD Register by June 17/24	Regular Price After June 17/24
Rebroadcast	$359	$399
Rebroadcast Articled Student	$199	$199

*Last Kick at the Can 2024*
Rebroadcast	$399
Rebroadcast Articled Student	$199

Are you a member of the Indigenous legal community (lawyer/Articled Student/legal support staff/paralegal) or a non-lawyer Indigenous community member?
We value your contributions and encourage your participation in all of our programs. To increase accessibility, we offer a 50% discount* to all Indigenous lawyers/Articled Students/legal support staff/paralegals and a limited number of free online registrations to non-lawyer Indigenous community members. (*discount applies to Regular prices, not Early Bird prices). Please contact Customer Service to find out more.

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Registration includes an electronic copy of the reference materials.

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

Course Chair
Stacie Ayukawa, MA, MTI® — Designated Paralegal for Heritage Law and Vice President of Heritage Trust, Heritage Law & Heritage Trust, West Vancouver

About the Course Chair
Stacie 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
Greg Brennand — Senior Trust Officer, Heritage Trust, Heritage Law & Heritage Trust, West Vancouver
Ram Eachambadi — Paralegal, Public Guardian & Trustee, Vancouver
Nicole Garton — Heritage Law & Heritage Trust, West Vancouver
Elyssa Lockhart — MLT Aikins LLP, Vancouver
Tjammie Overgaard — Designated Paralegal, Cohen Buchan Edwards LLP, Richmond
Braeden Rahn — Paralegal, Geoffrey W. White Law Corporation, Kelowna
Rose Shawlee — Boughton Law Corporation, Vancouver
Tara Wasney — Acting Legal Practice Leader/Paralegal, Grant Application Review Services, Public Guardian and Trustee of BC, Vancouver

Click here for full faculty bios

Topics

1. Inter Vivos and Testamentary Trusts: Rose Shawlee — Boughton Law Corporation, Vancouver

2. Blended Family and Corporate Asset Planning: Elyssa Lockhart — MLT Aikins LLP, Vancouver

3. Estate Planning for Disabled Beneficiaries: Nicole Garton — Heritage Law & Heritage Trust, West Vancouver

4. Passing of Accounts: Braeden Rahn — Paralegal, Geoffrey W. White Law Corporation, Kelowna

5. Foreign Grants: Tjammie Overgaard — Designated Paralegal, Cohen Buchan Edwards LLP, Richmond

6. How to be the Executor of an Estate and Complex Probate Issues: Greg Brennand — Senior Trust Officer, Heritage Trust, Heritage Law & Heritage Trust, West Vancouver

7. PGT Perspective: Ram Eachambadi — Paralegal, Public Guardian & Trustee, Vancouver and Tara Wasney — Acting Legal Practice Leader/Paralegal, Grant Application Review Services, Public Guardian and Trustee of BC, Vancouver

8. MAID: Stacie Ayukawa, MA, MTI® — Designated Paralegal for Heritage Law and Vice President of Heritage Trust, Heritage Law & Heritage Trust, West Vancouver

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Advanced Wills and Estates for Paralegals 2024

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