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.
ON: This program contains 1.5 Professionalism hours.
BC: This program has been approved for 1.5 CPD hours of professional responsibility and ethics, client care and relations, and/or practice management.
SK: This program qualifies for 1.5 CPD hours (1.5 of which qualify as ethics hours) under the Law Society of SK CPD Policy.
Lawyers in other mandatory CPD jurisdictions may count their attendance towards their CPD requirement/plan.
Seminar Partners is an Accredited Provider of Professionalism Content by the Law Society of Ontario and a pre-approved CPD Provider of the Law Society of British Columbia.
*The circumstances under which CPD credit will be recognized for watching archive programs vary by province. If you are viewing the recording of the live webinar, please verify with your law society the circumstances under which they will recognize CPD hours for the recording.
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.
Satisfaction Guarantee:
At Seminar Partners, we’re proud of the quality of our programs and presenters. If, after attending a program in its entirety, you are not satisfied that the program has enhanced your understanding of the subject, and you notify us in writing the same day, we will give you a credit toward another program of comparable price.
This program will benefit lawyers of all experience levels whose practice includes estate planning or estate litigation.
Every will is both a blueprint — and a potential liability exposure. While no will can eliminate all risk, many disputes arise from recurring and preventable drafting and process errors. In this 90-minute practical webinar, estates litigation lawyer and preferred counsel for LAWPRO, Jenny Bogod, examines common categories of will-drafting mistakes that lead to litigation and professional negligence claims. Drawing on leading jurisprudence and real-world experience, the session highlights where drafting lawyers most often get into trouble and, more importantly, how to avoid those problems at the drafting stage. By the end of the webinar, you will be able to:
This program focuses on concrete drafting and process improvements, not abstract doctrine. The goal is to help you draft wills that are less likely to be litigated and more defensible if they are. Before you finalize your next will, ask yourself: If this clause were litigated tomorrow, would I be comfortable defending it? If the answer is anything short of “absolutely”, join us to sharpen your drafting and pressure-test your precedents against current litigation trends!
Jenny Bogod is a passionate litigator whose litigation practice at Rosen Sack LLP focuses on estate, trusts and capacity litigation as well as professional negligence. Jenny represents dependants, estates, beneficiaries and persons whose capacity is being questioned by others in connection with Will challenges, Will interpretation applications, power of attorney disputes, dependant support claims and guardianship applications. Jenny is also designated as Preferred Counsel by the Lawyers’ Professional Indemnity Company, the professional liability insurer for lawyers in Ontario. She acts as defence and repair counsel in connection with solicitor negligence matters related to estates and trusts, family law, civil litigation and real estate. Jenny regularly speaks and writes about estates related topics, including for the Law Society of Ontario, the OBA, Advocate Daily, CanLII Connects, and OBA Section Insider: Elder Law.
12:00 pm – 1:30 pm
Welcome and Introduction Remarks
Absence of Proper Gift-over Clauses
Disinheriting or Excluding Beneficiaries
Failure to Provide for Ultimate Residue Distribution
Life Interest Clauses Lacking Sufficient Particulars
Trust Drafting Failures
Managing Capacity and Undue Influence Risks
Program Wrap-up and Evaluation