Advanced Wills and Estates for Paralegals and Legal Support Staff 2019
Course Date: October 25, 2019
Total: 5h 25min
Course Date: October 25, 2019
Welcome and Land Acknowledgement
Stacie Ayukawa, MTI® — Paralegal, Heritage Law, West Vancouver
Estate Planning
Administration of Trusts
Braeden Rahn — Geoffrey W. White Law Corporation, Kelowna
Complex Issues in Estate Planning
Elyssa Lockhart — McQuarrie Hunter LLP, Surrey
Break
Estate Administration
Probate
Stacie Ayukawa, MTI® — Paralegal, Heritage Law, West Vancouver
Intestate Administration
Rose Shawlee — Richards Buell Sutton LLP, Vancouver
Networking Lunch (Provided)
Resealing Grants and Ancillary Grants
Tjammie Overgaard — Cohen Buchan Edwards LLP, Richmond
Post Grant Steps
Rose Shawlee — Richards Buell Sutton LLP, Vancouver
PGT Perspectives
Lisa Nguyen — Estates Paralegal, Grant Application Review Services, Public Guardian and Trustee, Vancouver
Break
New Rules/Form Changes/Section 58 Applications
Tjammie Overgaard — Cohen Buchan Edwards LLP, Richmond
Braeden Rahn — Geoffrey W. White Law Corporation, Kelowna
Registry Perspective
Speaker TBA
Practice Panel and Case Law Update
Moderator: Stacie Ayukawa, MTI® — Paralegal, Heritage Law, West Vancouver
Elyssa Lockhart — McQuarrie Hunter LLP, Surrey
Tjammie Overgaard — Cohen Buchan Edwards LLP, Richmond
Braeden Rahn — Geoffrey W. White Law Corporation, Kelowna
Rose Shawlee — Richards Buell Sutton LLP, Vancouver
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October 25, 2019
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Slides: Administration of Trusts
Paper: Administration of Trusts
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Handout: Appendices
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October 25, 2019
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