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Best Practices for Surviving Deathbed Wills

with Justin de Vries

Thursday, June 6, 2024

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 17, 2024
$140.00 + HST

Register after May 17, 2024
$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:

Credit Hours

CPD Hours (live presentation*)

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

BC: This program has been approved for 1.5 CPD hours, including 1.0 hours of professional responsibility and ethics, client care & relations, and/or practice management.

SK: This program qualifies for 1.5 CPD hours (1.0 of which qualify as ethic hours) under the Law Society of SK CPD Policy. 

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.

*The circumstances under which CPD credit will be recognized for watching archive programs vary by province. If you are viewing the recording of the live webinar, please verify with your law society the circumstances under which they will recognize CPD hours for the recording.

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 new and experienced wills and estates practitioners.

About the Program

Most estate planning lawyers will eventually work with a client who is at the end of their life. For clients who have put off preparing or updating their estate plan, a last-minute call raises unique client counseling, drafting and ethical issues. This program with noted estates lawyer Justin de Vries will provide practical guidance for estate planning lawyers who are faced with a deathbed will scenario. Part one will cover near-death decisions and common wealth transfer scenarios like inter vivos gifts, real property transfers, and changing beneficial designations, as well as standards of capacity and types of undue influence involved in assessing a client’s unique circumstances. Part two will address best practices to observe in a deathbed will scenario, including questions to ask on the initial inquiry, being clear about the conditions of retainer, and further specific practice tips once a retainer is accepted, including taking instructions, addressing suspicious circumstances, executing the will, and documenting the file. By the end of the program you will better understand:

  • the different tests and shifting standards involved in deathbed wills
  • how to act quickly and effectively to meet the requisite standard of care
  • when to walk away from a deathbed will retainer

While advanced will planning is always preferable, deathbed wills cannot always be avoided. Don’t miss this opportunity to get practical suggestions to help navigate this thorny situation and improve your chances of “surviving’ a deathbed retainer.

Meet Your Presenter

Justin de Vries

Justin de Vries is the Principal of de Vries Litigation LLP. He was a partner at Fraser Milner Casgrain LLP (now Dentons LP) and a partner and counsel at Hull & Hull LLP. Justin has appeared before all levels of the Ontario Court and the Federal Court and has litigated and mediated a wide range of estates matters, including contested wills and will interpretation, passing of trustees’ and executors’ accounts, estate administration and probate applications, trustee disputes/variations of trusts, and powers of attorney and guardianship disputes. Justin is a member of the Society of Trust and Estate Practitioners and is a frequent speaker on estates-related topics, including for the Law Society of Upper Canada, the OBA, and the Estate Planning Council of Canada. He is also a prolific writer, with articles in Estates & Trusts Pensions, Gift Planning in Canada and other publications. Justin has been recognized by Lexpert, Canadian Lawyer Magazine, and Chambers and Partners, and has been listed in Best Lawyers in Canada each year since 2010.

Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Opening Remarks

Near Death Decisions

Deathbed Wills

  • The Retainer
  • Acting Quickly & Effectively
  • Documenting the File

Program Wrap-up and Evaluation

Praise for Past Programs

"A perfect balance… relevant case law and statute, but in the context of a real, everyday law practice."

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

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

"Liked getting the slides and sample letters. Always nice to have examples from good lawyers."

"I've been doing wills work for 5 years and found everything useful. Would definitely recommend."
Register
Returning Registrant

Registration Fees

All costs are in Canadian dollars before taxes.

HST/GST: 848208492

Until May 17, 2024

Best Practices for Surviving Deathbed Wills with Justin de Vries, Thursday, June 6, 2024
$140.00

After May 17, 2024

Best Practices for Surviving Deathbed Wills with Justin de Vries, Thursday, June 6, 2024
$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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