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Using Joint Ownership in Estate Planning

with Jordan Atin

Wednesday, December 8, 2021

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 November 19, 2021
$140.00 + HST

Register after November 19, 2021
$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 1.0 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 has been approved for 1.5 CPD hours, 0.5 hours of which qualifies as ethics.

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 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 both experienced estates practitioners who want to refresh their knowledge of joint assets as an estate planning strategy, and those newer to an estates practice who are curious about joint ownership as an estate planning tool.

About the Program

Joint ownership is frequently used in estate planning as a strategy to minimize probate fees and simplify estate administration. However, joint ownership may not be useful in all circumstances and decisions on such transfers should not be made lightly. This highly practical, 90 minute webinar with leading estates and trusts lawyer Jordan Atin will review the contexts in which joint ownership may be appropriate, factors to consider before recommending using joint ownership to clients as an estate planning tool, and unintended consequences of using joint ownership during and after the original owner’s life. Among the topics Jordan will address are:

  • loss of control over assets
  • exposing assets to creditors
  • inappropriate estate distribution
  • income tax implications
  • probate
  • proper legal documentation

While joint ownership may seem to be a simple solution to address common estate planning goals, using it successfully requires careful consideration of its benefits and pitfalls, and each client’s unique circumstances. Attend this program and get the expert guidance you need to help your clients make more informed decisions and avoid unexpected issues for them and their ultimate beneficiaries.

Meet Your Presenter

Jordan_Atin Jordan M. Atin is a Certified Specialist in Estates and Trusts Law and an Adjunct Professor of Law at Osgoode Hall Law School. Lexpert rates Jordan as one of its top recommended estate lawyers in Canada as well as being rated as a Best Lawyer in Canada. In addition to his planning and administration practice, he is Counsel to Hull & Hull LLP and an experienced estates mediator. He is a Past Chair of the Ontario Bar Association (OBA) - Trust & Estates Section and a full member of the Society of Trusts and Estate Practitioners. He was the inaugural winner of the OBA’s Hoffstein Prize in recognition of his contributions and achievements in the area of wills, trusts and estates. Jordan is a co-creator of eState Planner, a widely used Will planning and drafting software. He is a contributing author to the well-known text “Estate Litigation” and his articles are referred to in many of Canada’s leading estates texts. Jordan’s book for non-lawyers, The Family War – Winning the Inheritance Battle, has been featured on Canada AM, BNN and in dozens of Canadian and US newspapers.

Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Opening Remarks

Joint assets

Using joint ownership to reduce probate fees

Pitfalls with joint ownership

Advising clients on using joint ownership

Documenting true gifts of joint ownership

Executor liability for undeclared assets and other issues

Program Wrap-up & Evaluation

Praise for Jordan Atin

"Jordan’s approach provides a perfect balance –he referred to relevant case law and statute, but in the context of a real, everyday law practice."

"The precedents were very helpful."

"Very impressed... appreciate Jordan sharing his experience & practices with us & look forward to more."

"What makes Jordan's courses unique is his ability to cater to the mixed crowd of new and experienced counsel."

"I have been to dozens of CLE courses over the past 28 years and Jordan’s courses are my favourite."

"Informative, enlightening and stimulating."

Register
Returning Registrant

Registration Fees

All costs are in Canadian dollars before taxes.

HST/GST: 848208492

Until November 19, 2021

Using Joint Ownership in Estate Planning with Jordan Atin, Wednesday, December 8, 2021
$140.00

After November 19, 2021

Using Joint Ownership in Estate Planning with Jordan Atin, Wednesday, December 8, 2021
$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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