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Multiple Wills as an Estate Planning Strategy

with Rose Shawlee

Thursday, January 23, 2025

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 and video 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 January 3, 2025
$140.00 + HST

Register after January 3, 2025
$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 & 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 and view faculty, 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 suitable for experienced wills and estates practitioners who want to refresh their knowledge of multiple wills, and those newer to an estates practice who are curious about when and how to use multiple wills.

About the Program

Multiple wills are an established estate planning strategy. Useful for a number of objectives, they often appeal to business owners, owners of foreign real estate, and individuals seeking additional privacy. While multiple wills may seem like a simple solution to some testamentary issues, there are important factors involved in weighing whether multiple wills are the right solution for individual clients. In addition, lawyers who prepare these documents must carefully draft them, with proper consideration of local laws, to avoid unintended and serious consequences. This program is designed to help you decide when to recommend multiple wills to a client and to offer insights on important drafting and administration considerations to avoid negative results. Experienced estates practitioner Rose Shawlee will address multiple wills as a strategy to reduce or avoid probate fees, the benefits and risks of multiple wills, and important provisions to include when drafting effective multiple wills. By the end of the program, you’ll have a better sense of whether multiple wills are the right estate planning tool for your clients, know how to explain the need for multiple wills to your client, and understand how to avoid potential liability with multiple wills. Register early to avoid disappointment!

Meet Your Presenter

Rose Shawlee

Rose Shawlee is a member of the Wills & Estates and Individual Tax Planning Groups at Boughton Law in Vancouver, B.C. She brings over 15 years’ experience to her practice, which is primarily focused on assisting families and businesses with their planning, succession and reorganization, estate, and business needs. She strives to make life’s inevitabilities, death and taxes, less daunting a topic for clients while being alert to the complications these raise from a legal, family, tax, probate fee, and cost perspective. Rose is a regular speaker and writer on estate planning, corporate freezes, and trusts, including for BC CLE and the Pacific Business & Law Institute. Rose is Past Co-Chair of the Canadian Bar Association Elder Law Section, BC Branch and a Member of Canadian Bar Association, the Estate Planning Council of Vancouver, and the Estate Planning Council of Canada. She has been included in Best Lawyers in Canada for Trusts and Estates since 2022.

Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Opening Remarks

What's So Bad about Probate?

Using a Single Will v. Multiple Wills - Examples

Are Two Wills Worthwhile - Or Just More?

When to Recommend Multiple Wills to your Clients

Important Provisions for Effective Multiple Wills

Avoiding Potential Liability with Multiple Wills

Program Wrap-up and Evaluation

Praise for Past Programs

"Excellent presenter - well organized, thorough and very practical."

"Appreciated all the personal examples and explanations."

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

"Very informative, polished presentation."

"I’ve been doing wills work for 5 years and found everything useful."

"Immensely helpful. Would definitely recommend."

"All in all, probably the best and most practical [time] that I have ever spent on CLE."
Register
Returning Registrant

Registration Fees

All costs are in Canadian dollars before taxes.

HST/GST: 848208492

Until January 3, 2025

Multiple Wills as an Estate Planning Strategy with Rose Shawlee, Thursday, January 23, 2025
$140.00

After January 3, 2025

Multiple Wills as an Estate Planning Strategy with Rose Shawlee, Thursday, January 23, 2025
$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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