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 is designed for new and experienced wills and estates practitioners.
Most estate planning lawyers will eventually work with a client who is at the end of their life. For clients who have put off preparing or updating their estate plan, a last-minute call raises unique client counseling, drafting and ethical issues. This program with noted estates lawyer Justin de Vries will provide practical guidance for estate planning lawyers who are faced with a deathbed will scenario. Part one will cover near-death decisions and common wealth transfer scenarios like inter vivos gifts, real property transfers, and changing beneficial designations, as well as standards of capacity and types of undue influence involved in assessing a client’s unique circumstances. Part two will address best practices to observe in a deathbed will scenario, including questions to ask on the initial inquiry, being clear about the conditions of retainer, and further specific practice tips once a retainer is accepted, including taking instructions, addressing suspicious circumstances, executing the will, and documenting the file. By the end of the program you will better understand:
While advanced will planning is always preferable, deathbed wills cannot always be avoided. Don’t miss this opportunity to get practical suggestions to help navigate this thorny situation and improve your chances of “surviving” a deathbed retainer.
12:00 pm – 1:30 pm
Welcome and Opening Remarks
Near Death Decisions
Deathbed Wills
Program Wrap-up and Evaluation
Justin de Vries is the Principal of de VRIES LITIGATION LLP. He was a partner at Fraser Milner Casgrain LLP (now Dentons LP) and a partner and counsel at Hull & Hull LLP. Justin has appeared before all levels of the Ontario Court and the Federal Court and has mediated a wide range of estates matters, including contested wills and will interpretation, passing of trustees’ and executors’ accounts, estate administration and probate applications, trustee disputes/variations of trusts, and powers of attorney and guardianship disputes. Justin is a member of the Society of Trust and Estate Practitioners and is a frequent speaker on estates-related topics, including for the Law Society of Upper Canada, the OBA, and the Estate Planning Council of Canada. He is also a prolific writer, with articles in Estates & Trusts Pensions, Gift Planning in Canada and other publications. Justin has been recognized by Lexpert, Canadian Lawyer Magazine, and Chambers and Partners, and has been listed in Best Lawyers in Canada each year since 2010.