Basics of Wills and Estate Planning 2023 by the Continuing Legal Education Society of British Columbia
2024-03-04 - 2024-03-05 | Online
Everything you need to know to launch your wills and estates career

—Rebroadcasts—
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Jump Start on CPD 2024
Monday, March 4 and Tuesday March 5, 2024
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Who should attend: Those new to the practice of wills, estates and trusts, including newly called lawyers, and more experienced lawyers wanting to develop a practice in this area. This course may also be of interest to those who want a refresher and also to notaries.
Learning level: Fundamental
Want to develop a successful wills and estates practice, but unsure of where to start? This course will provide you with the fundamental building blocks by teaching you how to draft a will, how to create a basic estate plan, and how to incorporate a will into an estate plan.
Topics will also include when to consider trust planning, how to integrate corporate succession, estate tax issues, and mediation.
From interviewing clients and taking instructions, to analyzing the components of an estate plan, to focusing on key will drafting considerations, this course has it covered! Experienced practitioners will provide you with valuable insights and helpful practice tips for every step. You will leave with essential information to move forward with your wills and estates files.
Join us and be prepared for practice!
After taking this program, you will:

understand how to create a basic estate plan, including drafting a will
be able to better interview clients and understand their expectations
gain knowledge of different techniques in estate planning
have the tools to develop a successful wills and estates practice

Law Society of BC CPD Hours: 12 hours (this course will contain a minimum of 2 hours pertaining to professional responsibility and ethics, client care and relations, and/or practice management).
Course Chairs
Eric B. Clavier — Fasken Martineau DuMoulin LLP, Vancouver
Emily Clough — Clark Wilson LLP, Vancouver

Jump Start 2024
EARLY BIRD
Register by Feb. 5/24
Regular Price
After Feb. 5/24

Rebroadcast
$889
$1,016

Rebroadcast Articled Student
$508
$508

Are you an Indigenous lawyer/Articled Student/legal support staff/paralegal, or community member?
We value your contributions and encourage your participation in all of our programs. To increase accessibility, we offer a 50% discount* to all Indigenous lawyers/Articled Students/legal support staff/paralegals and a limited number of free online registrations to non-lawyer Indigenous community members (*discount applies to regular price, not Early Bird price). Please contact Customer Service to find out more.

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Registration includes an electronic copy of the reference materials.

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CLEBC Program Lawyer*
Nadia Myerthall
nmyerthall@cle.bc.ca
*non-practising

Intensive Skills Workshop: Will Drafting by Osgoode Hall Law School
2024-03-05 09:00 - 12:30 (America/St_Johns)
Drafting a will that can stand up to challenges is the cornerstone of a successful estates practice.
Over two half-days, this intensive, learn-by-doing program will provide a unique opportunity to hone your drafting skills while receiving individualized feedback.
Drafting a tightly worded will can help protect you from potential challenges and is a skill that requires thoughtful consideration and practice. When a client comes into your office requesting a will, it is critical that you are prepared to competently draft based on varying, and sometimes, complex scenarios.
OsgoodePD’s Intensive Will Drafting Workshop will provide you with the tools and confidence you need to succeed.
This unique program includes sample fact scenarios, lectures and small group breakout sessions. Personalized feedback will provide you with ample opportunity to develop and refine your drafting skills.
You must be prepared to complete a pre-program introductory webinar and drafting assignment which will be reviewed by an experienced faculty member and discussed in small groups at the program. You will be asked to refer to your own templates and precedents, as well as learnings from the first half-day session, in order to complete the assignment.

What You’ll Learn

How to avoid common drafting errors
The basic administrative and preamble clauses that should be included in a will, and how to revise them given different fact situations
When to use multiple wills, and how to effectively draft them
The components of a Simple Will, and the situations in which it is appropriate to use
You will practice modifying standard clauses to effectively reflect client needs articulated in various fact scenarios
How to incorporate clauses to a situation where a family cottage or a second marriage may be involved

This program is part of The Osgoode Intensive Program in Wills & Estates. For a full listing of required programs, click here.

Who Should Attend

Lawyers practicing or wishing to practice in wills and estates

March 5 & April 1, 2024, 9:00 a.m. – 12:30 p.m. ET
