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Taking Will Planning Instructions and Proper Reporting
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Taking Will Planning Instructions and Proper Reporting

 Export to Your Calendar 2017-10-25
When: October 25, 2017
5:00 - 7:00 pm
Where: Map this event »
CCLA Barristers' Lounge
Ottawa Courthouse, 2nd Floor
161 Elgin Street
Ottawa K2P 2K1
Canada
Contact: Kate Bell
613-233-7386 ext. 228


Online registration is available until: 2017-10-24
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TAKING WILL PLANNING INSTRUCTIONS AND PROPER REPORTING: A Seasoned Approach for Drafting Solicitors

A new way of conducting estate planning meetings can protect you from claims by disappointed beneficiaries.  Through the use of checklists and visuals, you can simplify complex ideas, record and take instructions for drafting a Will in a way that streamlines your practice like never before!

This practical program will be presented by senior Wills and Estates lawyers who will:

  • Take you through a simplified methodology for estate planning meetings
  • Identify "red flags" in the Will planning retainer
  • Share their materials and checklists for you to work with immediately

Speakers:

Ian Hull, Hull & Hull LLP

Suzana Popovic-Montag, Hull & Hull LLP

Jordan Atin, Jordan Atin Professional Corporation

This is a live program.  It is not a webinar and will not be recorded.  

This program has been accredited for 0.75 Professionalism hours, and it’s also eligible for up to 1.0 substantive hours.

Rate:

$40 ($35.40 + $4.60 HST)

Registration now open.