Drafting Will Provisions: Complex Clauses
with Lynne Butler
Thursday, September 15, 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 August 26, 2022
$140.00 + HST
Register after August 26, 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:
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: This program has been approved for 1.5 CPD hours.
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 Guarantee:
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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 will appeal to lawyers who want to develop an estate planning practice, and new and experienced estates and trusts practitioners looking to improve their will drafting skills.
About the Program
Many factors can take a client outside of the “basic” will category and raise unusual considerations related to will drafting. Second marriages, business interests, vacation or cottage properties, special needs planning, charitable giving, and other complicated situations all raise complex legal, financial and practical issues for testators and beneficiaries - and their lawyers! Proper preparation of a will in these circumstances means that you will have to call on knowledge from a number of legal fields, including tax law. This new short course with experienced estates and trusts lawyer Lynne Butler is designed to help you recognize difficult or unusual issues related to will drafting and get practical guidance on appropriate solutions to effectively implement your client’s wishes and reduce the risk of future negligence claims. After taking this course you will:
- be more alert to circumstances that complicate will drafting
- better understand the benefits and risks of various planning and drafting tools
- be better prepared to address tax matters through drafting
Over fifty percent of the course will focus on actual drafting. Don’t miss this opportunity to get fresh insights and valuable precedent clauses to help you address some of the most complex drafting issues facing estate planning practitioners today!
Meet Your Presenter
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
Beneficiaries with Special Needs
Blended Families
Business Interests
Charitable Giving
Capital Gains Tax
Cabins/Second Properties
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!"
Returning Registrant
Registration Fees
All costs are in Canadian dollars before taxes.
HST/GST: 848208492
Until August 26, 2022
Drafting Will Provisions: Complex Clauses with Lynne Butler, Thursday, September 15, 2022.
|
$140.00 |
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After August 26, 2022
Drafting Will Provisions: Complex Clauses with Lynne Butler, Thursday, September 15, 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
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