Wills and Estates Refresher 2024

The past few years have brought tremendous change for the wills and estates practitioner – not only legislative but also in how you interact with your clients and manage files. To steer through it all efficiently while meeting your professional responsibilities requires solid core skills and the ability to identify and manage challenges. Our expert panel engages in meaningful discussion through real-life scenarios as they guide you through the essentials of taking client instructions, drafting considerations, managing ethical dilemmas, and more. A must-attend program for those starting out, or anyone seeking practical guidance on fundamental principles.

• Receive useful tips to support client communication and manage expectations
• Discuss drafting best practices to avoid errors and meet evidentiary thresholds
• Gain insight into the diverse nature of modern family arrangements and their impact on the will
• Understand proposed succession planning requirements and your practice

ABOUT LIVE WEBCAST REPLAYS WITH LIVE CHAT

This live webcast replay contains an online chat feature that allows you to view the previously broadcast program and interact, share ideas, and exchange comments with fellow registrants online.

Remember: Your CPD hours must be entered into the LSO Portal. Register for an account and log your CPD hours at https://portal.lso.ca.