Wills and Estates Basics for Paralegals and Legal Support Staff


Course Date: June 28, 2018

Course Agenda ▼

Welcome and Introduction

Stacie Gin, MTI® Paralegal, Heritage Law, West Vancouver

Estate Planning:

Testamentary Capacity, Undue Influence

Stacie Gin, MTI® Paralegal, Heritage Law, West Vancouver

Drafting Wills

Rose ShawleeRichards Buell Sutton LLP, Vancouver

Break

Estate Planning Cont'd:

Drafting Powers of Attorney and Representation Agreements

Rose ShawleeRichards Buell Sutton LLP, Vancouver

Trusts

Nicole L. GartonHeritage Law, West Vancouver

Public Guardian and Trustee

J. Cherisse Friesen — Legal Counsel, Child and Youth Services, Public Guardian and Trustee of BC, Vancouver
Lisa Nguyen
Estates Paralegal, Public Guardian and Trustee, Vancouver

Estate Administration

Notices

Tjammie Overgaard Cohen Buchan Edwards, Richmond

Intestate Estates

Tjammie OvergaardCohen Buchan Edwards, Richmond

Probate 

Stacie Gin, MTI®Paralegal, Heritage Law, West Vancouver

Break

Estate Administration Cont'd 

Passing of Accounts/Dealing with Estate Assets and Liabilities

Elizabeth MarkusHeritage Law, West Vancouver

Wills Variation and Rectifying Errors

Elizabeth MarkusHeritage Law, West Vancouver

Registry Perspective

Angela CardosoDeputy District Registrar, BC Supreme Court, Vancouver

Closing Questions and Comments

Stacie Gin, MTI® Paralegal, Heritage Law, West Vancouver

Total: 5h 25min