Carolyn R. Anderson
Professional Conduct Issues in Wills and Estate Planning [1h 6min] Ethics Time: 55min

Date:

October 17, 2023

Course:

Basics of Wills and Estate Planning 2023

Contributor(s):

Carolyn R. Anderson

Amy A. Mortimore, KC

Maryanne Prohl

Wills Estates and Trusts » Client Relations, Estate litigation, Estate planning, Ethics, Professional Responsibility, Practice

Presentation Content:

Slides: Avoiding Claims: Common Pitfalls & How to Avoid Them
Slides: Avoiding Claims: Common Pitfalls and Tips to Avoid Them
Slides: Professional Conduct Overview
Paper: Case Updates: Undue Influence, Fraudulent Conveyance and Wills Variation June 2023

Law Society of BC: Professional Conduct Department, Complaints and Investigations, Lawyers Indemnity Fund, Errors in Family Practice [49min] Ethics Time: 20min

Date:

June 2, 2022

Course:

Family Law Basics 2022

Contributor(s):

Carolyn R. Anderson

Megan Swail

Family Law » Client Relations, Ethics, Pleadings, Professional Responsibility

Presentation Content:

Slides: Errors in Family Practice
Slides: Professional Conduct Standards and Avoiding Complaints
Paper: Errors in Family Practice

Professional Conduct & Avoiding Claims: Common Pitfalls and Tips to Avoid Them [1h] Ethics Time: 45min

Date:

November 24, 2021

Course:

Basics of Wills and Estate Planning 2021

Contributor(s):

Carolyn R. Anderson

Amy A. Mortimore

Megan Swail

Wills Estates and Trusts » Client Relations, Ethics, Professional Responsibility, Incapacity planning and capacity issues, Practice

Presentation Content:

Slides: Avoiding Claims in Estate Planning: Tips for Solicitors
Slides: Avoiding Claims: Common Pitfalls and Tips to Avoid Them
Slides: Professional Conduct Overview
Handout: Resources for Estate Solicitors
Paper: Avoiding Claims in Estate Planning: Tips for Solicitors
Paper: Errors in Wills & Estates Practice - Avoiding Claims: Common Pitfalls and Tips to Avoid Them

Professional Conduct and Avoiding Claims [1h 19min] Ethics Time: 54min

Date:

June 20, 2019

Course:

Basics of Wills and Estate Planning 2019

Contributor(s):

Carolyn R. Anderson

Amy Mortimore

Megan Swail

Wills Estates and Trusts » Client Relations, Estate litigation, Estate planning, Ethics, Professional Responsibility

Presentation Content:

Slides: Avoiding Claims in Estate Law: View from a Litigator
Slides: Avoiding Claims: Common Pitfalls and Tips to Avoid Them
Slides: Professional Conduct Standards and Best Practices to Avoid Complaints
Handout: Resources for Estate Solicitors

Professional Conduct and Ethics [39min]

Date:

March 1, 2018

Course:

Family Law Drafting Basics 2018

Contributor(s):

Carolyn R. Anderson

Family Law » Ethics, Professional Responsibility

Presentation Content:

Slides: Professional Conduct and Ethics

Managing Your Clients: Dealing with the Law Society and Errors in Family Practice [36min]

Date:

April 6, 2017

Course:

Family Law Basics 2017

Contributor(s):

Carolyn R. Anderson

Megan Swail

Family Law » Client Relations, Ethics, General, Professional Responsibility
Litigation » Client Relations, Ethics, Practice
Practice Management » Client Relations, Conduct and the Law Society, Document management, Ethics
Professional Responsibility and Ethics » Client Relations, Ethics

Presentation Content:

Paper: Errors in Family Law Practice