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Drafting Inter Vivos Trusts: Core Clauses & Key Choices

with Lynne Butler

Thursday, February 18, 2027

Learning Options:

Live webinar with chat
includes 60 day replay*
12:00 pm – 1:30 pm (Eastern)

Important!
All times are based on Toronto, Ontario.
Please check the corresponding time in your location for the webinar date, as time differences across Canada vary seasonally.

*This program features real-time video of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A.

Registration Fee:

Save $25
Register on or before January 29, 2027
$150.00 + HST

Register after January 29, 2027
$175.00 + 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 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 qualifies for 1.5 CPD hours (0.5 of which qualify as ethics 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 view faculty, see their presentation slides, and ask questions by chat. 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 Guarantee Satisfaction Guarantee:
At Seminar Partners, we’re proud of the quality of our programs and presenters. If, after attending a program in its entirety, you are not satisfied that the program has enhanced your understanding of the subject, and you notify us in writing the same day, we will give you a credit toward another program of comparable price.

Who Should Attend

Lawyers whose practice includes wills, estates and trust planning, particularly those who draft or wish to begin drafting inter vivos trusts, will benefit from attending this program.

About the Program

Knowing when to recommend an inter vivos trust is one thing. Drafting a trust deed that achieves your client's objectives is another. From identifying beneficiaries and defining trustee powers to determining the scope of discretion and when a trust should terminate, drafting decisions can have significant consequences. In this highly practical 90-minute presentation, experienced trusts and estates lawyer Lynne Butler uses a sample family trust deed to explore the key clauses, choices and considerations lawyers face. How much discretion should trustees have, and when should it be limited? How should distribution and termination provisions be structured? How might clauses differ depending on the type of trust being established? Working through the sample deed, Lynne will examine the decisions lawyers face when selecting, structuring and wording key provisions, explaining how different approaches can affect the operation of a trust and where common drafting pitfalls arise. Drawing on selected clauses from other inter vivos trusts, she'll illustrate how different objectives call for different drafting approaches. Don't miss this opportunity to move beyond understanding how trusts work to developing greater confidence in drafting the documents that make them work.

Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Introduction

Structure and Key Provisions

Identifying Beneficiaries

Trustee Powers and Limits on Discretion

Income and Capital Distributions

Trust Duration, Closing Dates and Termination

Key Drafting Takeaways

Program Wrap-up and Evaluation

Meet Your Presenter

Lynne Butler is a writer and retired mediator and lawyer. She graduated from UBC Law School and was called to the Bar in Alberta in 1986. After more than 20 years, thousands of wills drawn and hundreds of estates probated, Lynne joined the estates department of a leading trust company for a further seven years. She subsequently practiced law in her home province of Newfoundland and Labrador, working exclusively in wills, estates, probate, elder law, and trusts. Lynne has been interviewed by Global TV, BNN, CBC Radio, the Wall Street Journal, the Globe & Mail, the Vancouver Province, the Edmonton Journal, the Toronto Star and the Montreal Gazette, among other media. She is the former co-host of The Law Show and is the author of ten books about estate planning. Lynne was the reviewer for Newfoundland and Labrador for LexisNexis Drafting Wills in Canada: A Lawyer's Practical Guide, 3rd Edition and chaired the Wills and Estates Section of the Newfoundland and Labrador Bar Admissions Course from 2015 to 2019.

Praise for Lynne Butler

“Super practical. I learned a lot.”

“Lynne is an excellent presenter - well organized, thorough and very practical. Appreciated all the personal examples and explanations she shared.”

“Lynne is my absolute favourite presenter! Fun, down to earth and I always learn something new.”

“Very pertinent and dense learning. Well organized and the right length. Excellent summary slides.”

“I stayed engaged the entire time. Appreciated use of actual cases. It makes the content more relevant.”

Register
Returning Registrant

Registration Fees

All costs are in Canadian dollars before taxes.

HST/GST: 848208492

Until January 29, 2027

Drafting Inter Vivos Trusts: Core Clauses & Key Choices, with Lynne Butler
 $150.00

After January 29, 2027

Drafting Inter Vivos Trusts: Core Clauses & Key Choices, with Lynne Butler
$175.00

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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