Will and Estate Planning Essentials (Archived Video Stream) 

May 10, 2011
Toronto Online

ARCHIVED  VIDEO STREAM

This is the archived version of a program presented on May 10, 2011.  This will not become available until 2 weeks after the orginal program date.  To order this format please click on the "REGISTER NOW" button.   If you prefer another format for this program please choose from the listing on the right hand side.

Focus: Basic principles and strategies of estate planning, including will drafting, a review of common errors, and practice management tips.

Highlights:

  • Conducting the initial interview
  • Boilerplate, legalese and other drafting traps
  • Taxing issue
  • Life insurance, RSP and RIF designations
  • The complexities of the "simple will" and powers of attorney

Program Chair:Susannah Roth, O'Sullivan Estate Lawyers

 

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    Cost
    For 1 to 3 Participants
    CBA Member: $145*
    Non-Member: $185*

    For 4 or more Participants
    CBA Member: $195*
    Non-Member: $250*
    E-Materials included in the registration fee
    *plus applicable taxes

    Publication
    The materials for this program are available for purchase from our publications store oba.org/publications. To order this publication please click here.

 

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