Amy A. Mortimore, KC
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

Lesser Known Tools in Estate Litigation [56min] Ethics Time: 5min

Date:

November 4, 2022

Course:

Estate Litigation Update 2022

Contributor(s):

Amy A. Mortimore

Wills Estates and Trusts » Estate litigation, Incapacity planning and capacity issues, Passing of accounts

Presentation Content:

Slides: Lesser Known Tools in Estate Litigation
Paper: Lesser Known Tools in Estate Litigation

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

Definition of Spouse Under WESA and FLA [1h 4min] Ethics Time: 5min

Date:

October 21, 2021

Course:

Interplay Between Aging, Death & Divorce 2021

Contributor(s):

Amy A. Mortimore

Zara Suleman

Family Law » Marriage, Spousal support
Wills Estates and Trusts » Estate litigation, Estate planning

Presentation Content:

Slides: Definition of Spouse in FLA and WESA
Handout: Buckman v. Wyckham — Polyamory Significant Issue that Warrants Disclosure Decision with Other Parent
Handout: PolyFam Agreement Drafting Checklist
Handout: PolyFam Agreement Procedure Checklist
Paper: Definition of Spouse under FLA and WESA

Case Update and Litigation Highlights [1h 1min] Ethics Time: 0min

Date:

May 6, 2021

Course:

Wealth Preservation and Succession for the Family Enterprise 2021

Contributor(s):

Amy A. Mortimore

Wills Estates and Trusts » Estate litigation, Curative provisions, Wills challenges

Presentation Content:

Slides: Recent Trends in Estate Law
Paper: Recent Trends in Case Law: Section 58, Spouses, and Secret Trusts

"New" Causes of Action [43min] Ethics Time: 0min

Date:

November 6, 2020

Course:

Estate Litigation Update 2020

Contributor(s):

Amy A. Mortimore

Wills Estates and Trusts » Estate litigation, Trust planning, Wills challenges

Presentation Content:

Slides: “New” Causes of Action
Paper: “New” Causes of Action in Estate and Trust Litigation
Paper: Re Toigo and the “Momentous Approval” Jurisdiction

Practicing Wills, Estates & Trusts Law During Covid -19 [1h 6min] Ethics Time: 0min

Date:

April 16, 2020

Course:

Practicing Wills, Estates & Trusts Law During COVID-19

Contributor(s):

Michelle L. Isaak

Amy Mortimore

Wills Estates and Trusts » Client Relations, Estate litigation, Estate planning, Probate application, Wills

Presentation Content:

Slides: Estate and Trust Litigation in the Time of COVID-19
Slides: Practicing Wills, Estates & Trusts Law During COVID-19
Handout: Affidavit of Execution under LTA s 49
Handout: Resource List
Handout: Will - Attestation Clause re COVID-19 Remote Witness
Handout: Will - Client Statement re COVID-19 Remote Witness
Paper: Further Information and Responses to Questions Posed in the April 16, 2020 CLEBC Webinar ‐ “Practicing Wills, Estates & Trusts Law During COVID‐19 ”

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

Observations from Sitting in the Middle [53min]

Date:

November 16, 2018

Course:

Estate Litigation Update 2018

Contributor(s):

The Honourable Sandra K. Ballance

Amy A. Mortimore

ADR » Mediation
Litigation » Estate litigation
Wills Estates and Trusts » Estate litigation, Ethics, General, Professional Responsibility

Presentation Content:

Paper: Ethical Duties of Lawyers in Estate and Trust Mediation

Recent Trends in Wills Variation Claims [42min]

Date:

April 13, 2018

Course:

Estate Litigation Basics 2018

Contributor(s):

Amy A. Mortimore

Family Law » Division of property, Spousal support
Litigation » Estate litigation
Wills Estates and Trusts » Estate litigation

Presentation Content:

Paper: Recent Trends in Wills Variation—Second Spouses v. Adult Independent Children

How Binding Is that Marriage Agreement? Recent Wills Variation Cases [33min]

Date:

April 21, 2017

Course:

Estate Planning Express - 15 Minute Topics 2017

Contributor(s):

Amy A. Mortimore

Family Law » Marriage agreements
Wills Estates and Trusts » Devolution of assets, Estate litigation, Estate planning

Presentation Content:

Slides: How Binding is that Marriage Agreement?
Paper: Wills Variation in the Modern Age

Wills Variation in the Modern Age [32min]

Date:

October 7, 2016

Course:

Estate Litigation Update 2016

Contributor(s):

Amy A. Mortimore

Family Law » Division of property, Separation agreements
Wills Estates and Trusts » Devolution of assets, Estate litigation

Presentation Content:

Paper: Wills Variation in the Modern Age

Potpourri of Practical Strategies [56min]

Date:

June 5, 2015

Course:

WESA - One Year (and a Few Months) Later 2015

Contributor(s):

Amy A. Mortimore

Wills Estates and Trusts » Devolution of assets, Estate litigation, Estate planning, Executors and trustees

Presentation Content:

Paper: A Potpourri of Practical Strategies: WESA, One Year Later