Estate Litigation Basics 2024


Course Date: June 13, 2024

Full Course Materials
Total: 5h 10min
Total Ethics: 1h
Course Introduction and Land Acknowledgement (9:00 – 9:10)
 
Nadia MyerthallProgram Lawyer, CLEBC, Vancouver
Amy A. Mortimore, KC — Clark Wilson LLP, Vancouver
 
View from the Bench (9:10 – 9:40)
 
Justice Lauren Blake Supreme Court of BC, Vancouver
 
Overview of Estate Litigation Main Issues (9:40 – 11:10)
 
  • purpose, pleadings, cases, and practical tips
    • wills variation
    • undue influence
    • incapacity
    • WESA, s. 58
Emily Clough Clark Wilson LLP, Vancouver
Aaron Pearl Clark Wilson LLP, Vancouver
 
BREAK (11:10 – 11:25)
 
Common Applications (11:25 – 12:15)
 
  • when to bring them, strategies, and pros & cons
    • bank records
    • doctors' assessments
    • doctors' records
    • estate planning files
    • real estate files
Edward F. Macaulay North Shore Law LLP, North Vancouver
Mark I. Szepes North Shore Law LLP, North Vancouver
 
NETWORKING LUNCH (provided to in-person registrants) (12:15 – 1:15)
 
Civility (1:15 – 1:45)
 
  • civility as a superpower
  • costs of incivility
  • how to be civil and a strong advocate
Tara R. Britnell, KC Hamilton Duncan, Surrey
 
WESAOne Decade In: Through the Looking Glass (1:45 – 2:30)
 
  • amendments
  • insight and perspective
    • frequently used sections
    • underused sections
    • judicial trends and commentary

Erin Hatch Harper Grey LLP, Vancouver
Roselle P. Wu Harper Grey LLP, Vancouver

BREAK (2:30 – 2:45)
 
Hearsay and Affidavit Drafting Exercise (2:45 – 3:55)
 
  • overview of hearsay
  • opportunity for participants to revise and correct inadmissible hearsay
  • revisions to inadmissible hearsay
  • practical tips for drafting affidavits
David A. Hunter Hamilton Duncan, Surrey
Krista L. Simon Hammerco Lawyers LLP, Vancouver
 
Closing Remarks (3:55 – 4:00)
 
Amy A. Mortimore, KC — Clark Wilson LLP, Vancouver