Joan Rataic-Lang

Drafting considerations for the wills & estates lawyer: From boilerplate to bespoke. Wednesday, April 11, 2018, 5-7pm

The use of multiple wills is one of the most effective estate planning strategies available for your clients to save and, sometimes completely avoid, estate administration tax. Careful drafting is imperative to ensure that the intended outcome is achieved. Drafting Considerations for the Wills & Estates Lawyer: From Boilerplate to Bespoke, is a seminar that has been organized to answer questions and issues you may have already encountered or anticipate coming your way.

Whether drafting a primary or secondary Will, or a Power of Attorney, relying on a boilerplate document can be fraught with pitfalls difficult to anticipate. A Wills & Estates lawyer must be diligent and strategic, taking into account all of a client’s circumstances and vulnerabilities.

If you are starting out as a Wills & Estates lawyer, or have some experience under your belt but need a refresher, then you’ll want to join our panel of seasoned lawyers as they:

  • Explain the importance of secondary will drafting; when to use one and how to avoid potential liability.
  • Discuss unique issues that arise in will drafting from dependant claims and US beneficiaries, to second marriages and joint assets.
  • Review/comment on Power of Attorney clauses.
  • Plus, you’ll walk away with precedents and other practical information that you can apply right away!

Leading us through this minefield of potential problems with be Ian M. Hull, and Suzana Popovic-Montag, of Hull & Hull LLP, as speakers & moderators. They will be joined by Jenny Pho, from Dale & Lessmann LLP, and Jordan M. Atin, Atin Professional Corporation.

This Nutshell seminar provides 15 minutes of Professionalism Content and 90 minutes of Substantive Content.

In the second part of the evening there will be a demonstration of Lexis Practice Advisor, a relatively new product on the market that wants to be your precedents data bank. Crafted by expert lawyers in your community, it is an up-to-date suite of tools and documents selected and maintained to provide you with the information and guidance you need.

This tailored attitude to CPD is what a TLA Nutshell is all about: anticipating, meeting and exceeding our members’ needs. TLA Nutshells run in the evening, generally last a couple of hours, and offer CPD credits in a collegial, informal atmosphere. Our seminars are designed, written and presented by professionals from the Toronto legal community. We invite you to check out our line-up for other upcoming seminars and social activities. Join us for interesting topics and great conversations.

To Read More Toronto Lawyers Association – AdvocatePlus Posts Click Here