2016/2017 offerings include:

• Wills & Estates 101: Online Webinar Series Available December 1, 2016

• Intensive Skills Workshop: Will Drafting December 5, 2016

• 13th Annual Intensive Wills & Estates Course January 16, 23 & 31, 2017 - 3 evenings

• 2017 Guide to Passing of Accounts & Fiduciary Accounting February 9, 2017 - 1 evening

Learn more at:

osgoodepd.ca/willsportfolio

INTRODUCING

THE OSGOODE WILLS & ESTATES PORTFOLIO OF PROGRAMS

Designed and delivered by Canada’s leading will, estates and trusts practitioners, the

Osgoode Wills & Estates Portfolio of Programs will give you the key knowledge and tools

you need to advise with confidence. Whether you are an experienced practitioner looking

to update your knowledge or a newer lawyer seeking an understanding of fundamental

concepts, OsgoodePD has a program to fit your needs.

Learn in a variety of formats, ranging from full day in-person skills workshops to 1 hour

online webinar primers that are mobile-friendly and can be viewed 24/7 from wherever

you choose.

Are you confident you have the up-to-date knowledge and skills you need to properly advise your clients?

Take advantage of our special bundle pricing when registering for more than

one program. Multi-viewer and group rates are also available.

13th Annual Intensive Wills & Estates Course

Chair Rachel L. Blumenfeld, Miller Thomson LLP

Faculty

Risa C. Awerbuck, Torkin Manes LLP

Gwen A. Benjamin, Wilson Vukelich LLP

Wills & Estates 101: Online Webinar Series

Estate Planning, Review & Execution: Key Concepts and Practice Essentials

Webinar Leader Jordan M. Atin, Hull & Hull LLP

Drafting the Retainer and Will: Tips for Protecting Your Client, the Will and You!

Webinar Leader Corina S. Weigl, Fasken Martineau DuMoulin LLP

Estate Litigation for the Non-Litigator

Webinar Leader Ian Hull, Hull and Hull LLP

2017 Guide to Passing of Accounts & Fiduciary Accounting

Chair Kimberly A. Whaley, Whaley Estate Litigation

Faculty

Lionel J. Tupman, Whaley Estate Litigation

Susan J. Stamm, Counsel, Property Rights, Office of the

Children’s Lawyer

Birute Lyons, Whaley Estate Litigation

Intensive Skills Workshop: Will Drafting

Chair Corina S. Weigl, Fasken Martineau DuMoulin LLP

Faculty

Rachel L. Blumenfeld, Miller Thomson LLP

Brian Cohen, Dentons Canada LLP

Ed Esposto, Blaney McMurtry LLP

Laura Kerr, Estates Law Practice

Clare A. Sullivan, Aird & Berlis LLP

High quality Wills & Estates programs to fit your needs. 2016/2017 offerings include:

Using sample documents, tools, checklists and templates, each OsgoodePD webinar gives you

proven strategies and techniques to better protect your clients and you.

Estate Planning, Review & Execution: Key Concepts and Practice Essentials Jordan M. Atin, Hull & Hull LLP | LSUC CPD: 1.0 Professionalism Hour

There are clear steps and questions that every legal professional who is retained to draft a will

must go through and ask. This 60-minute OsgoodePD webinar will walk you through the key

stages – from the initial client interview to quoting fees to executing the will to storage and

retention – and provide you with best practices and proven practice management techniques.

Drafting the Retainer and Will: Tips for Protecting Your Client, the Will and You! Corina S. Weigl, Fasken Martineau DuMoulin LLP | LSUC CPD: 1.0 Professionalism Hour

Errors when drafting retainer letters and wills, are the most common areas of negligence claims

in the wills & estates practice area. Most errors, however, can be avoided. Referencing sample

will clauses, checklists and roadmaps, this OsgoodePD webinar will teach you best practices and

techniques to avoid common drafting errors.

Estate Litigation for the Non-LitigatorIan Hull, Hull and Hull LLP | LSUC CPD: 1.0 CPD Hour (0.5 Substantive, 0.5 Professionalism)

While you may not practice in litigation, well-rounded wills & estates practitioners have a solid

grasp of the basic steps involved in the estate litigation and mediation process. Referencing real-life

templates and sample documents, this OsgoodePD webinar will guide you through these processes

and provide practical tips that every practitioner in wills and estates should be know.

Wills & Estates 101 Online Webinar Series

2017 Guide to Passing of Accounts & Fiduciary Accounting

Passing of accounts is a minefield ‒ can you advise with confidence?

Whether you’re passing accounts for a guardian of property or faced with approving an estate

accounting, you need to be prepared – don’t become another LawPRO statistic. This intensive

evening workshop will teach you everything you need to know, from the basics of uncontested

and contesting court passings, to compensation and implications of the most recent case law. You

will benefit by reviewing sample estate accounts, and will learn firsthand what numbers need to

add up where before you sign off.

Workshop Details

Date & Time February 9, 2017

6:30 p.m. – 9:30 p.m. EST

In Person or Webcast

Fee Per Delegate

$295 + HST

Webinar Details

Length

60 minutes/session

Dates Available On Demand

December 1, 2016

Fee Per Delegate Individual session: $129 + HST

Series (3 sessions): $295 + HST

Whether you choose to buy one or all webinars, you’ll receive unlimited access to the online program for 60-days.

Chair: Kimberly A. Whaley, Whaley Estate Litigation LSUC CPD: 3.0 CPD Hours (1.5 Substantive, 1.5 Professionalism)

Claims against estates lawyers are on the rise. Are your skills up-to-date?

Chair: Corina S. Weigl, Fasken Martineau DuMoulin LLP Obtain all your LSUC Professionalism hours for 2016! LSUC CPD: 7.5 CPD Hours (4.5 Substantive, 3.0 Professionalism)

Drafting a tightly worded will that protects against potential challenges is a skill that requires instruction and practice. When a client comes into your office requesting a will, it is critical that you are prepared – your professional reputation could depend on it. OsgoodePD’s intensive will drafting workshop will provide you with the tools and confidence you need to succeed.

This intensive learn-by-doing workshop includes lectures and numerous sample fact scenarios specifically designed for the program, with an emphasis on real-world client situations that practitioners commonly face. You will spend the majority of the day in small breakout groups with a maximum of five participants. Personalized feedback and critique will provide you with ample opportunity to develop and refine your drafting skills.

Learn how more than 700 lawyers have taken their wills and estates practice to a new level.

This intensive program is designed for experienced practitioners who want to update their knowledge and hone their skills, while also providing newer practitioners with the necessary information, practical skills and precedents they need to properly and confidently advise clients on matters related to estate planning and administration.

Over three evenings, using case studies and real-life examples, our expert faculty will lead participants through the most pressing practice issues while critically analyzing and applying the law. Through interactive discussion and rigorous coverage of core concepts, you will learn about the latest developments while working through some of the complex challenges frequently encountered by estates practitioners. This engaging and popular hands-on approach will afford plenty of opportunities for questions and discussion.

Intensive Skills Workshop: Will Drafting

13th Annual

Intensive Wills & Estates Course

Workshop Details

Date & Time February 9, 2017

6:30 p.m. – 9:30 p.m. EST

In Person or Webcast

Fee Per Delegate$295 + HST

Workshop Details

Date & Time December 5, 2016

9:00 a.m. - 5:30 p.m.

In Person

Fee Per Delegate

$495 plus HST

Register for both this program and the Intensive Wills & Estates Course and take advantage of a discounted registration fee!

Two Course Bundle: $995 plus HST

Course Details

Date & Time January 16, 23 & 31, 2017

6:30 p.m. - 9:15 p.m.

In Person or Webcast

Fee Per Delegate $725 plus HST

Register for both this program and the Intensive Skills Workshop: Will Drafting and take advantage of a discounted registration fee!

Two Course Bundle: $995 plus HST

Chair: Corina S. Weigl, Fasken Martineau DuMoulin LLP Obtain all your LSUC Professionalism hours for 2017! LSUC CPD: 8.25 CPD Hours (5.25 Substantive, 3.0 Professionalism)

© Osgoode Professional Development, 2016

Registration Fees

Wills & Estates 101: Online Webinar Series Fee Per Delegate: $129 + HST/session or $295 + HST/bundle pricing

2017 Guide to Passing of Accounts & Fiduciary Accounting Fee Per Delegate: $295 + HST

Intensive Skills Workshop: Will Drafting Individual Course: $495 + HST*

13th Annual Intensive Wills & Estates Course Individual Course: $725 + HST*

* Register for both Intensive Skills Workshop: Will Drafting and 13th Annual IntensiveWills & Estates Course and take advantage of a discounted bundle fee: $995 plus HST

Program Changes We will make every effort to present the programs as advertised, but it may be necessary

to change the dates, location, speakers or content with little or no notice. In the event of

program cancellation, York University and Osgoode Hall Law School’s liability is limited to

reimbursement of paid fees.

Cancellations and Substitutions Wills & Estates 101: Online Webinar Series: A full refund is available if written cancellation

request is received 1 business day prior to launch date, November 30th, 2016. After this

date, program content will be released as soon as payment is successfully processed. All

sales final. Please make all enquiries related to program content and CPD/MCLE credit hours

prior to purchase.

Other programs: Substitution of registrants is permitted at any time. If you are unable to

find a substitute, a full refund is available if a cancellation request is received in writing 14

days prior to the program date. If a cancellation request is made with less than 14 days

notice, a $75 administration fee will apply. No other refund is available.

Here’s what participants said about past OsgoodePD wills and estates programs:

Heather McGeorge, McGeorge Tax and Estate Law

I found the course to be very informative and I particularly enjoyed hearing the panel talk about their own personal experiences. The advice they gave us was invaluable.

Valerie J. Tingey, Valerie J. Tingey Professional Corporation

Very personable speakers kept issues practical and provided many helpful examples.

Jenny Kirshen, Associate, Gene Colman Family Law Centre

Great faculty, interesting anecdotes, very knowledgeable.

Learn more about our upcoming 2016/2017 Wills & Estates CPD programs or register today at:

osgoodepd.ca/willsportfolio

osgoodepd.ca

416.597.9724

@OsgoodePD

Osgoode Professional Development

1 Dundas Street West, Suite 2600

Toronto, ON Canada M5G 1Z3

Deanna L. Sgro, General Counsel, Affinity Global GlobalProfessionaCorporation

Well organized, thorough and extremely useful for both new and experienced counsel.

OsgoodePD has been approved as an Accredited

Provider of Professionalism Content by the LSUC.