Basics of Wills and Estate Planning 2023







Product Type: Course

Format
Courses - In-Person
Start Date & Time
2023-10-17 9:00 AM
End Date & Time
2023-10-18 4:00 PM
Location
Vancouver location TBA


Format
Courses - Webinar
Start Date & Time
2023-10-17 9:00 AM
End Date & Time
2023-10-18 4:00 PM
Online Provider
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DescriptionMore DetailAgenda

Everything you need to know to launch your wills and estates career

Tuesday, October 17 and Wednesday, October 18, 2023
9:00 am – 4:00 pm (both days)
Vancouver Location TBA

or attend via webinar

Can't make the webinar or rebroadcasts?
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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, and view from the bench.

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!

Law Society of BC CPD Hours: 12 hours (this course will contain a minimum of 2 hours pertaining to professional responsibility and ethics, client care and relations, and/or practice management). 

Course Chairs
Eric B. Clavier — Fasken Martineau DuMoulin LLP, Vancouver
Emily Clough — Clark Wilson LLP, Vancouver

Pricing
EARLY BIRD 
Register by Sept. 19/23
Regular Price
After Sept. 19/23
In-person* $1,167 $1,308
In-person Articled Student* $744 $744
Webinar $987 $1,128
Webinar Articled Student $564 $564

*Please note: The in-person session is dependent on a minimum number of registrants and may not be confirmed until 4 weeks before the course date.

Are you an Indigenous lawyer or community member?
Click here for special pricing.

Unable to attend a course without financial assistance from CLEBC?
Click here for bursary information.

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Registration includes an electronic copy of the reference materials and lunch (both days) for in-person registration.

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

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


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