Basics of Wills and Estate Planning for Lawyers


Course Date: October 12, 2006

Overview of Estate Planning

Date:

October 12, 2006

Course:

Basics of Wills and Estate Planning for Lawyers

Contributor(s):

James D. Baird

Wills Estates and Trusts » Estate planning

Presentation Content:

Paper: A Will: The First Appointment

A Will: The First Appointment

Date:

October 12, 2006

Course:

Basics of Wills and Estate Planning for Lawyers

Contributor(s):

John Lakes

Wills Estates and Trusts » Wills

Presentation Content:

Paper: Overview of Estate Planning

A Primer-Tax Fundamentals for Will and Estate Planners

Date:

October 12, 2006

Course:

Basics of Wills and Estate Planning for Lawyers

Contributor(s):

Kim A. Karras

Tax » Wills, estates and trusts tax issues
Wills Estates and Trusts » Tax issues

The Will

Date:

October 12, 2006

Course:

Basics of Wills and Estate Planning for Lawyers

Contributor(s):

Valorie Pawson

Jane A.G. Purdie, QC

Wills Estates and Trusts » Wills

How to Administer an Estate: From Collecting the Assets to Passing the Accounts

Date:

October 12, 2006

Course:

Basics of Wills and Estate Planning for Lawyers

Contributor(s):

R. C. (Tino) Di Bella

Wills Estates and Trusts » Administration application, Probate application

Presentation Content:

Paper: Getting the Grant

Getting the Grant

Date:

October 12, 2006

Course:

Basics of Wills and Estate Planning for Lawyers

Contributor(s):

James D. Baird

Wills Estates and Trusts » Probate application

Presentation Content:

Paper: How to Administer an Estate: From Collecting the Assets to Passing the Accounts

Ten Clauses You Should Have in Your Will

Date:

October 12, 2006

Course:

Basics of Wills and Estate Planning for Lawyers

Contributor(s):

Kirsten H. Jenkins

Wills Estates and Trusts » Wills

Coordinating Inter Vivos Trusts, Joint Tenancies, Bare Trusts, and Insurance in Estate Planning

Date:

October 12, 2006

Course:

Basics of Wills and Estate Planning for Lawyers

Contributor(s):

Rick Montens

Wills Estates and Trusts » Estate planning, Trust planning

Wills Variation Act Considerations

Date:

October 12, 2006

Course:

Basics of Wills and Estate Planning for Lawyers

Contributor(s):

Stanley T. Rule

Wills Estates and Trusts » Trust planning

Lifetime Planning: Planning for Incapacity

Date:

October 12, 2006

Course:

Basics of Wills and Estate Planning for Lawyers

Contributor(s):

Genevieve N. Taylor

Wills Estates and Trusts » Elder care, Estate planning

Managing Clients and Client Expectations

Date:

October 12, 2006

Course:

Basics of Wills and Estate Planning for Lawyers

Contributor(s):

Joel M. Altman

Wills Estates and Trusts » General, Wills