Complimentary Archived Video A Conversation with Experienced Estate Planners January 14, 2021 Join your colleagues for this valuable discussion as experienced practitioners share their insights on current issues and best practices in the estate planning world.
Complimentary Archived Video Mastering Minutes of Settlement October 15, 2020 Gather the tools you need to ensure that your clients’ interests are properly protected as you paper the settlement.
New Developments Financial Planning Tips for Lawyers August 31, 2020 In a year that will go down as one of the most unpredictable years many of us have experienced, Financial Planning Month – October – is a good time to review your plan and take some practical steps to ensure you are well prepared for 2021.
Complimentary Archived Video Navigating the Complexities of Non-Professional Caregivers and Attorneys May 11, 2020 Attorneys for property and personal care often find themselves in the role of non-professional caregiver for incapacitated individuals.
Complimentary Archived Video Rent Relief for Small Firms: Help is Available May 07, 2020 Whether you need advice on how to negotiate rent relief with your landlord, or have questions on how to access the government support programs available to small businesses for rent assistance, this program will give you the information you need.
Complimentary Archived Video Practical Advice and Precedents for Executing Wills and Powers of Attorney in Counterpart May 04, 2020 On April 22, the emergency order permitting virtual witnessing of wills and powers of attorney was amended to permit signing in counterparts.
Complimentary Archived Video Mastering Appeals in Estate, Trust, Power of Attorney and Guardianship Cases – Practice and Procedure April 28, 2020 Appeals in estate, trust, power of attorney and guardianship cases may be rare, but you still need to know how to navigate them.
Complimentary Archived Video Best Practices for Virtual Witnessing of Wills and Powers of Attorney April 17, 2020 On April 7, an Order was made under the Emergency Management and Civil Protection Act permitting virtual witnessing for wills and powers of attorney.
Complimentary Archived Video Will Execution, Holograph Wills and Evaluating Capacity April 01, 2020 With the current necessity for social distancing and self-isolation arising out of the COVID-19 pandemic, estates lawyers are experiencing a myriad of unique and unprecedented questions arising from the inability to physically meet with clients.
Complimentary Archived Video New Decade: New Taxes? Update on U.S. Tax Law for Canadian Trusts and Estates Lawyers March 24, 2020 What does a new decade bring for advising your clients on U.S. tax law? Join our faculty to update yourself on cross-border tax issues involving residency implications, acquiring and holding foreign property, and limiting U.S. estate tax.