Starting in 2025, Ontario lawyers and firms must confirm they have a contingency plan. Jordan Atin and Kelly Gerra (LSO) discuss these new mandatory requirements and provide tips for Ontario lawyers.

What happens when a beneficiary predeceases the testator? Learn more about provisions for an alternate beneficiary that cover that common possibility.

Leading estate practitioners share best practices for administering an estate with business assets.

Co-hosted with Missingwealth and Estatesearch, learn new strategies for locating the deceased’s assets.

Planning for the surviving spouse can often be very difficult, but here’s how to make it easier by limiting options for clients.

Experts discuss the new capital gains inclusion rate and learn what estate lawyers should consider when planning for their clients.

This webinar covers the rules of intestacy, mistake and rectification, revocation of wills, and the executor's rule.

Jordan Atin and Ian Lebane review the technical requirements for trusts that hold principal residences.

Learn more about estate planning with inter vivos gifts, and the recent taxation of property outside of an estate.

Also known as the disaster scenario, learn how to plan for a ‘no descendants’ scenario and how to discuss wills and provisions with clients.

Learn about the fundamental rights of surviving spouses under the Family Law Act, including the right to elect between entitlement under the will.

Learn about the intricacies of equalization rights, exclusion of inheritances and gifts, and clauses lawyers should include in their clients' wills.

Learn about the new trust reporting requirements in Canada and their implications, particularly for bare trusts.

In this webinar, you will learn when to use a bare trust, its primary benefits, and who should serve as a bare trustee.

Learn the difference between mutual wills and mirror wills, the requirements for proving a mutual wills agreement, and the issues associated with mutual wills.

Ray Leclair, VP of Public Affairs at LawPro shares the most common claims in estates reported and how to avoid them.

Explore the complexities of updating wills, with scenarios prompting changes and learn when and why reviews are crucial.

Learn about general issues with foreign assets, planning options and language to use when drafting limited wills.

Learn about estate cases that have shaped the law in 2023 and how they could impact your practice.

Learn how to improve client experience by embracing principles of equality, diversity, and inclusion.

Introduced in 2022, Ontario's substantial compliance is changing how wills are validated.

Susan Stamm from the OCL shares planning and litigation issues involving minors and the role of the OCL in estates.

Learn about litigation guardian and guardianship of property

A cross-border estate planning expert shares the special considerations to take into account when working with US citizen clients.

Learn about the three methods of executing wills, including remote executions, and the legal requirements associated with them.

Learn about the US estate tax landscape in 2023 and how to plan for Canadians who own US properties.

Learn the rules around some of the major restrictions in will planning: accumulations and perpetuities.

Learn about the restrictions around annuities, pour-over clauses, and public policy limits and violations in will planning.

Kevin Gluc, a cross-border expert helps us navigate through the current US estate tax landscape for Canadians with US beneficiaries.

Discover the purpose and background of Henson trusts, and Ontario Disability Support Plan (ODSP) regulations, guidelines, and exceptions.

This webinar goes through the differenciation between constructive and resulting trusts, how they arise, and on how to deal with them.

What is EDI in estates’ practice? Learn how to define cultural competence and use it for better communication with clients.

POA for property is underutilized in estate planning. Learn what needs to be kept in mind when selecting an attorney.

Learn about the fiduciary obligations and duties of an attorney for property, as well as how compensation factors in.

Details on the capacity to make a power of attorney, triggering events, the role of an attorney, and common issues.

Learn some practical steps to include in your drafting process, specific areas of concern, and how to avoid potential problems.

Learn how drafting errors in discretionary trusts cause damage, issues with ODSP, and what to look out for when drafting.

Learn how to deal with jointly held property, beneficiary designations, wills, trusts, and powers of attorney.

Incorrectly referred to as ‘simple wills’, learn what a typical situation entails and how to collect client information.

Special considerations for minors and children include gifting options, appointment of guardianship/custody, and class limitations.

Reporting letters are an easy, effective way to protect yourself. Run through the crucial factors to include using a sample reporting letter.

Learn how to use multiple wills to shield assets from probate tax, when to use multiple wills, and some common drafting issues.