Advanced Wills and Estates for Paralegals 2026


Course Date: March 9, 2026

Full Course Materials
Total: 4h 53min
Total Ethics: 1h
Course Agenda ▼

Course Introduction and Land Acknowledgement (9:00 – 9:10)

Mary Kingston — Programs Production Manager, CLEBC, Vancouver
Stacie Ayukawa — Senior Paralegal, Heinrichs Richards LLP, Vancouver

Blended Family Planning (9:10 – 9:35)

Elyssa Lockhart — MLT Aikins LLP, Vancouver

Corporate Asset Planning (9:35 – 10:10)

  • why corporate succession planning matters
  • the intersection of corporate law and estate planning
  • family enterprise considerations

Kristine Brams — Paralegal, MLT Aikins LLP, Vancouver

BREAK (10:10 – 10:25)

Inter Vivos and Testamentary Trusts (10:25 – 11:05)

Rose Shawlee — Boughton Law Corporation, Vancouver

Estate Administration (11:05 – 11:45)

  • cross border assets and conflict of laws

Elyssa Lockhart — MLT Aikins LLP, Vancouver

LUNCH (11:45 – 12:45)

Registry Perspective (12:45 – 1:25)

Kate Kan — Deputy District Registrar, Supreme Court of BC, Vancouver
Rozel Nanda — Deputy District Registrar, Supreme Court of BC, Vancouver

Passing of Accounts (1:25 – 2:35)

Braeden J. Rahn — Geoffrey W. White Law Corporation & Clark Wilson LLP, Kelowna & Vancouver

BREAK (2:35 – 2:45)

The Role of the PGT (2:45 – 3:15)

  • overview of who the PGT and the GARS team are
  • role they play in estates with assets in BC

Tara Wasney — Acting Legal Practice Leader, Public Guardian and Trustee of BC, Vancouver

Estate Litigation (3:15 – 3:55)

Edward F. Macaulay — North Shore Law LLP, North Vancouver

Closing Questions and Comments (3:55 – 4:00)

Mary Kingston — Programs Production Manager, CLEBC, Vancouver
Stacie Ayukawa — Senior Paralegal, Heinrichs Richards LLP, Vancouver