Unusual Will Challenges: What You Need to Know

*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.

Technical Information:

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.

Who Should Attend

This program is ideal for estate planners and litigators who want to deepen their understanding of novel will challenges, so they can advise clients with confidence.

About the Program

Think you know all the ways a will can be contested? Think again! In this lively, highly practical webinar, experienced trusts and estates practitioner Lynne Butler dives into the unusual and creative ways that wills have and are being challenged in Canada. From drafting mistakes and forgotten promises to family secrets and quirky legal loopholes, Lynne will explain how these challenges arise, when they may succeed, and how to guard and defend against them in your own files. By the end of this seminar, you will be better able to:

• Evaluate when a testator’s misunderstanding or mistaken belief may invalidate a will.
• Understand the limits of testamentary freedom and how public policy may intersect with discriminatory or questionable bequests.
• Identify how factual “unknowns” like secret relationships, hidden heirs, or adoptions can give rise to post-death challenges.
• Evaluate when equitable remedies may operate alongside or instead of validity challenges.
• Understand the rare but not entirely theoretical pre-death will challenge and the hurdles involved.
• Develop strategies to mitigate risk when drafting or defending wills exposed to unusual challenges.

Join us and learn from atypical cases how to more fully protect your client’s intentions. Don’t miss this fun, practical roadmap for identifying and assessing unusual challenges and mitigating drafting and litigation risk. Registration is limited!