Wills and Estates for Paralegals and Legal Support Staff 2015
Course Date: June 26, 2015
Total: 32min
Course Date: June 26, 2015
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
