Advanced Wills and Estates for Paralegals


Course Date: October 27, 2017

Total: 5h 5min

Welcome and Introduction 

Stacie GinParalegal, Heritage Law, West Vancouver

Inter Vivos Trusts 

Rose ShawleeRichards Buell Sutton LLP, Vancouver

Testamentary Capacity 

Stacie GinParalegal, Heritage Law, West Vancouver

Break 

Estate Planning For Blended Families and Disability Planning

 Nicole GartonHeritage Law, West Vancouver 

Estate Administration 

  • Probate

Stacie Gin Paralegal, Heritage Law, West Vancouver

  • Administration with Will Annexed

Elizabeth Markus — Heritage Law, West Vancouver

  • Administration without Will Annexed — Intestate Administration

Rose Shawlee — Richards Buell Sutton LLP, Vancouver

Lunch

Estate Administration (Continued)

  • Resealing Grants and Ancillary Grants
  • Post-Grant Steps
    • Passing Estate Accounts
    • Distribution

Tjammie Overgaard — Cohen Buchan Edwards, Richmond

S.58 Curative Provisions

Elizabeth Markus — Heritage Law, West Vancouver

Break 

Administration of an Unadministered Estate

Tjammie Overgaard Cohen Buchan Edwards, Richmond

Registry Perspective

Angela CardosaDeputy District Registrar, Vancouver Probate Registry, Supreme Court of BC, Vancouver
Gordon ChanDeputy District Registrar, Vancouver Probate Registry, Supreme Court of BC, Vancouver

Closing Questions and Comments

Stacie GinParalegal, Heritage Law, West Vancouver