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Estate Gifts that Cannot Be Given

with Lynne Butler

Thursday, May 23, 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 3, 2024
$140.00 + HST

Register after May 3, 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 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 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 will be of interest to estate planning and will drafting lawyers of all experience levels.

About the Program

There are many situations in which a gift under a will cannot be given, meaning the beneficiary cannot get what the will intends to give them. This can include when a specific gift no longer exists or is no longer owned by the testator, when the assets of the estate are insufficient to settle all legacies, and when the intended beneficiary dies before the testator. Situations where a gift fails are complicated and frustrating for executors and beneficiaries but can often be avoided. This webinar with experienced estates practitioner Lynne Butler will answer the question, what happens if a gift made in a will can’t take effect? Lynne will address common reasons gifts fail, the effect of failure of a gift, opportunities to “fix” an invalid gift, and practical steps lawyers can take to help reduce the risk of a gift failing. Among the topics Lynne will address are:

  • The difference between lapse, ademption and abatement
  • The difference between waiving an inheritance and assigning it
  • How to plan for contingencies to preserve your client’s wishes
  • Best practices and drafting strategies to avoid failure of a gift

As an estate planning lawyer, it is your duty to consider and draft for as many eventualities as possible, to ensure that the gifts made in a will can take effect as your client intends. Don’t miss this chance to learn what you can do to greatly reduce the risk of a failed gift.

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 & 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. She was the reviewer for Newfoundland and Labrador for LexisNexis Drafting Wills in Canada: A Lawyer's Practical Guide, 3rd Edition. 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 Opening Remarks

Issues Arising from Something a Beneficiary Does

Issues Arising from the Will Itself

Issues Arising from Circumstances of the Estate

Issues Arising from the Assets

Best Practices

Program Wrap-up and Evaluation

Praise for Lynne Butler

"Super practical. I learned a lot."

"Excellent presenter - well organized, thorough and very practical. Appreciated all the personal examples and explanations she shared."

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

"Very informative, polished presentation. Top marks all around."

"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 3, 2024

Estate Gifts that Cannot Be Given with Lynne Butler, Thursday, May 23, 2024
$140.00

After May 3, 2024

Estate Gifts that Cannot Be Given with Lynne Butler, Thursday, May 23, 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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