This site requires Javascript.

Please enable Javascript before proceeding:

Firefox

  1. In the FireFox address bar, type about:config.
  2. Look for the javascript.enabled setting.
  3. Set it to true by right-clicking and pressing toggle.

Internet Explorer

  1. On the Tools menu, click Internet Options, then click the Security tab.
  2. Click the Internet Zone.
  3. If you do not have to customize your Internet security settings, click Default Level. Then do step 4.
  4. If you have to customize your Internet security settings, follow these steps:
    a. Click Custom Level.
    b. In the Security Settings - Internet Zone dialog box, click Enable for Active Scripting in the Scripting section.
  5. Click the Back button to return to the previous page, and then click the Refresh button to run scripts.

Chrome

  1. In the Chrome address bar, type chrome://settings/content/javascript.
  2. Adjust the toggle so that javascript is allowed.
  3. Close the Settings tab and Refresh the page.

 

Drafting Will Provisions: Gift Clauses & Basic Trusts

with Lynne Butler

Thursday, June 16, 2022

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 27, 2022
$140.00 + HST

Register after May 27, 2022
$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 1.5 Substantive hours.

BC: This program has been approved for 1.5 CPD hours.

SK: This program has been approved for 1.5 CPD hours.

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

Lawyers new to the practice of wills, estates and trusts should attend this program. The course may also be of interest to experienced estates lawyers who want a refresher on drafting key will provisions.

About the Program

Do you have the knowledge and skills to draft wills that your clients can understand? Precedent clauses, carefully considered and customized, can save countless questions and hours of searching when you’re starting out or building an estates practice. This presentation will help you take the first steps toward building a wills precedent library and developing drafting habits that result in clearer, more readable wills. Experienced estates and trusts lawyer Lynne Butler will share time-tested clauses for executor and guardian appointments and compensation, specific and residuary gift clauses, and basic trust provisions. Along the way, she’ll discuss key considerations to help you adapt sample language, so it better expresses your client’s wishes. By the end of the program, you will have new tools to help you:

  • Phrase fiduciary and beneficiary designations to avoid misinterpretation
  • Give gift provisions full power with precise word choices
  • Understand the functions and mechanics of basic trust clauses
  • Speed up your will drafting process in the future

Don’t miss this fundamental how-to guide to drafting essential fiduciary, gift and trust clauses, step-by-step with sample language.

Meet Your Presenter

Lynne Butler

Lynne Butler is a lawyer, mediator, and writer. 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 now practises 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 and Mail, the Vancouver Province, the Edmonton Journal, the Toronto Star, the Montreal Gazette, Canadian Lawyer and Maclean's Magazine, among other media. She is the former co-host of The Law Show and is the author of ten books about estate planning. She has chaired the Wills and Estates Section of the Newfoundland and Labrador Bar Admissions Course since 2019.

Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Introduction

Using forms and precedents

Drafting for clarity

Fiduciary appointment clauses

Specific gift clauses

General gift clauses

Residuary gift clauses

Basic trust provisions

Program Wrap-up and Evaluation

Praise for Lynne Butler

"Fantastic job breaking difficult information down into digestible chunks that are very easy to absorb."

"A great help in an estate case that I am involved in. Thank you for the terrific information."

"Excellent insights with a no-nonsense approach."

"Wonderful. Lynne’s light tone makes serious and often scary issues seem non-threatening and possible to work through."

"Great presentation. Lynne’s expertise, integrity and experience were clearly evident."

"Information provided was superb and helped to answer a lot of questions that I have!"

Register
Returning Registrant

Registration Fees

All costs are in Canadian dollars before taxes.

HST/GST: 848208492

Until May 27, 2022

Drafting Will Provisions: Gift Clauses & Basic Trusts with Lynne Butler, Thursday, June 16, 2022
$140.00

After May 27, 2022

Drafting Will Provisions: Gift Clauses & Basic Trusts with Lynne Butler, Thursday, June 16, 2022
$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

For technical information or assistance using this site contact:

Support Team at:
Tel: 613.723.1166
support@myconferencesuite.com