Advanced Wills and Estates for Paralegals 2017


Course Date: October 27, 2017

Total: 5h
Course Agenda ▼

Welcome and Introduction 

Stacie Gin — Paralegal, Heritage Law, West Vancouver

Inter Vivos Trusts 

Rose Shawlee — Richards Buell Sutton LLP, Vancouver

Testamentary Capacity 

Stacie Gin — Paralegal, Heritage Law, West Vancouver

Break 

Estate Planning For Blended Families and Disability Planning

 Nicole Garton — Heritage 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 Cardosa — Deputy District Registrar, Vancouver Probate Registry, Supreme Court of BC, Vancouver
Gordon Chan — Deputy District Registrar, Vancouver Probate Registry, Supreme Court of BC, Vancouver

Closing Questions and Comments

Stacie Gin — Paralegal, Heritage Law, West Vancouver