Live webinar with chat
includes 60 day replay
9:00 am – 10:30 am (Pacific)
10:00 am – 11:30 am (Mountain)
11:00 am – 12:30 pm (Central)
12:00 pm – 1:30 pm (Eastern)
1:00 pm – 2:30 pm (Atlantic)
1:30 pm – 3:00 pm (Newfoundland)
*This program features real-time video of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A. SK attendees please verify whether you align with Central (MB) or Mountain (AB) time based on season and location.
Live webinars allow you to view faculty, see their presentation slides, and ask questions by chat. You will need a current web browser (Chrome (Chrome works best), Safari, Firefox), a wired (better than wireless) connection to the Internet of at least 2 Mbps. You can test your internet speed/bandwidth here. If you miss the live program, you can access the archive, at your convenience, for 60 days.
This program will be of interest to lawyers who assist clients with wills, powers of attorney, and other estates matters but are not estates or tax specialists.
Many clients today have property, bank accounts and other assets in more than one province or country. These cross-border holdings can create hidden risks when drafting wills, powers of attorney, and other estate planning documents. This practical 90-minute webinar with experienced estates practitioner Rose Shawlee and associate Maria Starko will help you spot and manage multi-jurisdictional issues before they become problems. Drawing on real-world examples, Rose and Maria will address red flags to watch for, questions to ask during intake, and drafting and risk management strategies to help you avoid invalid documents, disputes, and professional liability. You’ll learn how to:
Multi-jurisdictional issues are now a routine part of estate planning. Don’t miss this chance to boost your client counseling and drafting skills and better protect your clients and your practice from cross-border estate pitfalls!
Rose Shawlee is a member of the Wills & Estates and Individual Tax Planning Groups at Boughton Law in Vancouver, B.C. She brings over 15 years’ experience to her practice, which is primarily focused on assisting families and businesses with their planning, succession and reorganization, estate, and business needs. She strives to make life’s inevitabilities, death and taxes, less daunting a topic for clients while being alert to the complications these raise from a legal, family, tax, probate fee, and cost perspective. Rose is a regular speaker and writer on estate planning, corporate freezes, and trusts, including for BC CLE and the Pacific Business & Law Institute. Rose is Past Co-Chair of the Canadian Bar Association Elder Law Section, BC Branch and a Member of Canadian Bar Association, the Estate Planning Council of Vancouver, and the Estate Planning Council of Canada. She has been included in Best Lawyers in Canada for Trusts and Estates since 2022.
Maria Starko is an associate in Boughton Law’s Wills & Estates and Individual Tax Planning Groups. She graduated from the University of Calgary Faculty of Law, where she received several awards, including the STEP Canada Law Prize in Estate Planning and Trusts. Maria has experience in estate planning, corporate transactions, and estate administration. She has also co-authored several legal publications on trust and estate matters.
12:00 pm – 1:30 pm
Welcome and Opening Remarks
Why Multi-jurisdictional Issues Matter
Key Jurisdictional Pitfalls
Practical Drafting Tips
Key Take-aways for Risk Mitigation
Program Wrap-up and Evaluation