Program Chair

Amanda Stacey

Miller Thomson LLP

Gain an understanding of essential topics in estate planning and administration from the experts.

In this program, you will gain an in-depth and interactive learning experience designed and delivered by some of Canada’s leading estate planning practitioners. Over one and a half days, you will have the opportunity to explore complex estate planning issues while updating and reinforcing your core knowledge and skills.

Refresh your knowledge on basic concepts and take part in in-depth discussions of complex issues in Wills and Estates. Complete the program on its own, or as part of The Osgoode Intensive Program in Wills and Estates. As the first offering in the Osgoode Intensive Program in Wills and Estates, this program will provide you with foundational knowledge and set you up for success in subsequent programs.

What You’ll Learn

Initial considerations in estate planning and administration

  • The lawyer’s responsibility regarding substantiating capacity
  • Dealing with undue influence leading to will changes

Fundamentals of estate administration

  • How to determine which assets form part of the estate
  • Disclosure issues – what are beneficiaries entitled to know?
  • Securing and administering the assets with and without a certificate
  • Potential liability issues facing the estate trustees

Best practices for protecting yourself and your client

Overview of will drafting, executing and reporting

  • Using multiple wills
  • Tips of advising on and drafting multi-jurisdictional wills
  • Preferential treatment to one beneficiary
  • Avoiding common errors when dealing with complex situations
  • Getting a will signed in difficult situations
  • Techniques to avoid negligence claims

Key issues in taxation during estate planning

  • Taxation of testamentary trusts
  • Charitable bequests and estate donations

Who Should Attend

Lawyers practicing or wishing to practice in wills and estates


Program Chair

Amanda Stacey

Miller Thomson LLP


Program Agenda


Recorded: Feb 8, 2023

$795 + TAX

Printable registration form

If a downloadable form is required, please contact

“Is financial assistance or funding available?”

As law evolves, we know how important it is to stay up to date. We also understand the financial implications of continuously upgrading your professional skills and knowledge. For more information on available options, including Job Grants, OSAP, please visit:

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CPD and Accreditation

OsgoodePD is an accredited provider with the LSO, the Law Society of BC and NY CLE Board. Select your location to view the eligible hours you may claim.

CPD Hours
Contact us for inquiries about other provinces.
Substantive5h 55m
Professionalism2h 45m
Total8h 40m

Are you reporting hours from a previous date?

View our CPD & Accreditation page to see previously calculated hours for this course.

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Frequently Asked Questions

Client and Technical Support

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Online Technical Requirements

To ensure you do not encounter any issues that will impact or limit your learning experience, please review the following information.