Date

Dec 01 - 02 2022
Ongoing...

Time

9:00 am - 4:00 pm

2022 Joint Wills and Estates Program: Fundamentals of Estate Planning and Will Drafting

12 CPD Hours / 1.5 EPPM Hours

Jointly presented by The Law Society of Manitoba and
The Manitoba Bar Association, Wills, Estates and Trusts Section

Planning is well underway for a two-day CPD program of interest to lawyers who practice in the area of wills and estates. Preparing wills can seem deceptively easy to new practitioners, however, an aging population and the growth of estate litigation show that preparing wills can be fraught with hidden traps. With a slate of experienced practitioners to guide you, this program is here to help!

Teaching Faculty include:
Alexander Bainov, Contrast Law
Solange Buissé, Taylor McCaffrey LLP
Barney Christianson, Thompson Dorfman Sweatman LLP
Tana Christianson, The Law Society of Manitoba
Krista Clendenning, Tradition Law LLP
Annika Friesen, Fillmore Riley LLP
Caroline Kiva, Thompson Dorfman Sweatman LLP
Aaron Maister, Pitblado Law LLP
Kenneth Mandzuik, Tradition Law LLP
Harmanjit Mavi, MLT Aikins LLP
John Poyser, Tradition Law LLP
Ian Scarth, MLT Aikins LLP
Gerrit Theule, Wolseley Law LLP
K. Eleanor Wiebe, KC, Fillmore Riley LLP

 

Day one is focused on the fundamentals and setting yourself up for success. This will be essential for lawyers starting out in the area, and will serve as a good refresher for more experienced practitioners. Topics will include: file and client management; using precedents and planning forms; testing for capacity; taking and preserving notes; estate planning; and will drafting.

Day two will touch on more advanced topics. There will be legislative and caselaw updates both locally and nationally, as well as a comprehensive discussion of advanced planning considerations including: beneficiary designations; estate planning agreements; and dealing with blended families.

Registrants are strongly encouraged to purchase the 3rd edition of Drafting Wills in Canada: A Lawyer’s Practical Guide. Upon registration for the CPD program, you will receive a discount code for 20% off the purchase of the Guide.

There are limited spots available in the Law Society classroom so be sure to register early if you wish to attend in-person. Click here to register for this event.

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