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Preventing & Dealing with Will Drafting Errors

with Jenny Bogod

Thursday, November 7, 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 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 October 18, 2024
$140.00 + HST

Register after October 18, 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 1.5 Professionalism hours.

BC: This program has been approved for 1.5 CPD hours of professional responsibility and ethics, client care and relations, and/or practice management.

SK: This program qualifies for 1.5 CPD hours (1.5 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. 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

All lawyers who draft Wills should attend this program.

About the Program

Will drafting errors are the single most common issue in claims against lawyers practicing in the wills and estates area. Many of these claims stem from mistakes that are only discovered when the the Will is brought forward in connection with the administration of the estate. Sadly, most of these will drafting errors could have been prevented. In this webinar, experienced estates litigation lawyer and defence and repair counsel Jenny Bogod explains how lawyers who draft Wills can limit their potential claims exposure by implementing fulsome procedures for Will drafting and execution. Following these best practices will assist you not only in avoiding malpractice claims, but also in ensuring that full effect is given to your clients’ wishes. After just 90 minutes, you’ll better understand:

  • the standard of care imposed upon a solicitor acting on a Will drafting retainer
  • how a “drafting checklist” can help avoid typographical and other errors
  • specific examples of practices that generate a well-documented file
  • circumstances where you should self-report to your insurer

As guardian of your client’s testamentary intentions, you must undertake careful consideration and inquiry at every stage of a Will drafting engagement. Don’t miss this opportunity to gain practical tips to help you avoid the Achilles heel of mistakes and claims for wills and estates lawyers!

Meet Your Presenter

Jenny Bogod

Jenny Bogod is a passionate litigator whose litigation practice at Rosen Sack LLP focuses on estate, trusts and capacity litigation as well as professional negligence. Jenny represents dependants, estates, beneficiaries and persons whose capacity is being questioned by others in connection with Will challenges, Will interpretation applications, power of attorney disputes, dependant support claims and guardianship applications. Jenny is also designated as Preferred Counsel by the Lawyers’ Professional Indemnity Company, the professional liability insurer for lawyers in Ontario. She acts as defence and repair counsel in connection with solicitor negligence matters related to estates and trusts, family law, civil litigation and real estate. Jenny regularly speaks and writes about estates related topics, including for the Law Society of Ontario, the OBA, Advocate Daily, CanLII Connects, and OBA Section Insider: Elder Law.

Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Introduction

Duties of a Will Drafting Solicitor

Techniques to Avoid Will Drafting Claims

  • Making Appropriate Inquiries
  • Guarding Against Clerical Errors
  • Reducing All Instructions and Advice to Writing
  • Ensuring Competency to Act

Dealing with Drafting Errors Once Discovered

Program Wrap-up and Evaluation

Praise for Past Programs

"I learned a lot that will be very useful in my wills and estate practice."

"This subject is so interesting and important for those doing this work. I really enjoyed the presentation."

"Presenter was very knowledgeable and very efficient in getting through the presentation. I learned a lot."

"Probably the most useful and relevant seminar I have attended in years."

"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 October 18, 2024

Preventing & Dealing with Will Drafting Errors with Jenny Bogod, Thursday, November 7, 2024
$140.00

After October 18, 2024

Preventing & Dealing with Will Drafting Errors with Jenny Bogod, Thursday, November 7, 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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