Wills and Estates for Paralegals and Legal Support Staff 2015


Course Date: June 26, 2015

Total: 32min
Course Agenda ▼

Welcome and Introduction

Wills & Estate Planning Practice

 

 

  • impact of WESA on planning: pitfalls, retainers, conflicts, reporting, deadlines, unusual issues

 

Kim Karras — Brawn Karras & Sanderson, Surrey 

Estate Adminstration—Practice Perspective

 

  • finding testamentary documents; 21 day notice period; wills searches; submission for estate grants; forms and practice points

 

Kirsten Wharton — Brawn Karras & Sanderson, Surrey

 

Networking Break

Intestate Estate Adminstration

 

  • consents, distribution scheme 

 

Probate Registry Perspective—A Year In Review

Bruno Jessacher — Deputy District Registrar, Vancouver Probate Registry, Supreme Court of BC, Vancouver

Networking Lunch

Post-Grant—Dealing With Assets, Estate Accounts

  • transmission of assets; corporate shares and resolutions
  • informal accounts; executor's fees and compensation, pre-taking

 

Elyssa L. Lockhart — McQuarrie Hunter LLP, Surrey

Passing of Accounts

Kathryn Sainty — Former Supreme Court of BC Registrar, Sainty Law, Burnaby

Networking Break

Estate Litigation—Applications And Procedures

 

  • notices of dispute and applications to renew; proof in solemn form applications; section 58 applications; committeeships; wills variation claims; new limitation periods

 

Jacy J. Wingson — McQuarrie Hunter LLP, Surrey

 

Potpourri—Discussion Panel 

Conclusion