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Basics of Will Planning & Drafting

with Jasmine Sweatman

Thursday, June 17, 2021

Learning Options:

Live webinar with chat*
includes 60 day replay

9:00 am – 10:30 am (Pacific)
10:00 am – 11:30 am (Mountain)
11:00 am – 12:30 pm (Central)
12:00 pm – 1:30 pm (Eastern)
1:00 pm – 2:30 pm (Atlantic)
1:30 pm – 3:00 pm (Newfoundland)

*This program features real-time audio 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.

Registration Fee:

Save $25
Register on or before May 28, 2021
$140.00 + HST

Register after May 28, 2021
$165.00 + HST

Groups Save!

Register 3+ attendees and save up to 25%. See our group discounts here. Contact jennifer@seminarpartners.ca.

CPD Credit Hours:

CPID Credit Hours

ON: This program contains 1.0 Substantive hour and 0.5 Professionalism hours.

BC: This program has been approved for 1.5 CPD hours, including 0.5 hours of professional responsibility and ethics, client care and relations, and/or practice management.

SK: This program has been approved for 1.5 CPD hours, 0.5 hours of which qualifies as ethics.

NB: CPD application is pending.

Lawyers in other mandatory CPD jurisdictions may count their attendance towards their CPD requirement/plan.

Seminar Partners is an Accredited Provider of Professionalism Content by the Law Society of Ontario and a pre-approved CPD Provider of the Law Society of British Columbia.

Technical Information:

Live webinars allow you to hear faculty and see their presentation slides, and ask questions by chat. There is no video feed of the presenter(s). 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.

Satisfaction GuaranteeSatisfaction Guarantee:
At Seminar Partners, we’re proud of the quality of our programs and presenters. An overwhelming 98% of our participants say they would recommend the program they have taken to their colleagues. If, after having attended a program in its entirety, you are not satisfied that the program has enhanced your understanding of the subject, and you notify us of this in writing the same day, we will give you a credit toward another program of comparable price.

Who Should Attend

This program is designed for general practitioners, new lawyers, and support staff who have little or no experience in will planning and drafting.

About the Program

Many lawyers are asked to draft wills for existing clients - or friends or relatives - whether or not their practices include estate planning. So, you follow your old Bar Admission materials and add a few online updates you’ve found, and all is well, right? Wrong! Drafting a will requires a general understanding of the technical and human aspects of will drafting, as well as specialized knowledge from other legal fields, including estate and income tax law. This new short course with experienced estates lawyer Jasmine Sweatman is designed for lawyers new to will drafting or who have limited experience in this area. In just 90 minutes, Jasmine will walk you through four key stages of will planning and drafting:

  • Information gathering and the initial client interview
  • The planning process
  • The drafting process
  • Execution of documents and follow-up issues

You’ll learn the situations where it is appropriate to use a ‘simple’ will, how to be alert to issues of capacity and abuse, and risks of will drafting and how to protect yourself. Don’t draft another will without attending this course!

Meet Your Presenter

Jasmine Sweatman Jasmine Sweatman is the founder of Sweatman Law, an Oakville, ON firm providing legal services in the areas of wills, trusts and estates law. A Certified Specialist in Estates and Trusts Law by the Law Society of Ontario, she has been recognized by Lexpert® as a leading practitioner in Estates and Trusts and Charities, and has been listed in The Best Lawyers in Canada for Estates and Trusts since 2009. She is past Chair of the Estate Planning Council of Halton, past Chair of the Ontario Bar Association Trusts & Estates Executive; and a member of the Executive of the CBA Elder Law Section. Jasmine has authored Powers of Attorney and Capacity: Practice and Procedure (Carswell, 2014) and, along with contributors, Bequest Management for Charities in Canada (LexisNexis: 2nd edition 2017). In addition, she is the editor of the O’Brien’s chapter on Powers of Attorney and a contributor to the Powers of Attorney chapter in Key Developments in Estates and Trusts Law in Ontario (Canada Law Book).

Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Introduction

Requirements of a Valid Will

Situations When a Will is Not "Simple"

Using Will Drafting Software and/or Forms

Preliminary Matters

  • Initial Meeting and Taking Instructions
  • Confirming Capacity and the Absence of Undue Influence
  • Choosing Executors and Attorneys

The Retainer Letter

Drafting the Will

  • Initial Matters
  • Disposition of the Estate
  • Administration of the Estate
  • Closing Items

Reporting to the Client

Practice Pointers

Program Wrap-up & Evaluation

Praise for Past Estates Programs

"Very practical presentation that dealt with matters that arise constantly in my practice."

"Good practical info. I do a lot of this work and found it very useful."

"Excellent coverage of the topic. Right on point."

"Enjoyed the practical approach. One of the best CPD programs I have ever experienced."

"A dream presenter. Knowledgeable but very down to earth. Answers questions we deal with every day."

"Excellent - like a conversation with a colleague."

Register
Returning Registrant

Registration Fees

All costs are in Canadian dollars before taxes.

HST/GST: 848208492

Until May 28, 2021

Basics of Will Planning & Drafting with Jasmine Sweatman, Thursday, June 17, 2021
$140.00

After May 28, 2021

Basics of Will Planning & Drafting with Jasmine Sweatman, Thursday, June 17, 2021
$165.00

Groups Save!

Register 3+ attendees and save up to 25%. See our group discounts here. Contact jennifer@seminarpartners.ca.

For program information contact:

Jennifer Snoyer at
Tel. 647.352.8633 or
1.866.606.4212
Email: jennifer@seminarpartners.ca

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Tel: 613.723.1166
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