Wills and Estates Basics for Paralegals and Legal Support Staff 2018
Course Date: June 28, 2018
Total: 5h 20min
Course Date: June 28, 2018
Welcome and Introduction
Stacie Gin, MTI® — Paralegal, Heritage Law, West Vancouver
Estate Planning:
Testamentary Capacity, Undue Influence
Stacie Gin, MTI® — Paralegal, Heritage Law, West Vancouver
Drafting Wills
Rose Shawlee — Richards Buell Sutton LLP, Vancouver
Break
Estate Planning Cont'd:
Drafting Powers of Attorney and Representation Agreements
Rose Shawlee — Richards Buell Sutton LLP, Vancouver
Trusts
Nicole L. Garton — Heritage Law, West Vancouver
Public Guardian and Trustee
J. Cherisse Friesen — Legal Counsel, Child and Youth Services, Public Guardian and Trustee of BC, Vancouver
Lisa Nguyen — Estates Paralegal, Public Guardian and Trustee, Vancouver
Estate Administration
Notices
Tjammie Overgaard — Cohen Buchan Edwards, Richmond
Intestate Estates
Tjammie Overgaard — Cohen Buchan Edwards, Richmond
Probate
Stacie Gin, MTI® — Paralegal, Heritage Law, West Vancouver
Break
Estate Administration Cont'd
Passing of Accounts/Dealing with Estate Assets and Liabilities
Elizabeth Markus — Heritage Law, West Vancouver
Wills Variation and Rectifying Errors
Elizabeth Markus — Heritage Law, West Vancouver
Registry Perspective
Angela Cardoso — Deputy District Registrar, BC Supreme Court, Vancouver
Closing Questions and Comments
Stacie Gin, MTI® — Paralegal, Heritage Law, West Vancouver
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