Your Estate Planning File: From Retainer to Reporting Letter
Monday, June 3, 2024 | 9:00 AM to 1:00 PM (ET)

Careful planning and good drafting are essential to ensuring a testator’s intentions are fulfilled. Join our outstanding faculty for advice and insights into the key issues in estate planning. Learn how to manage your clients’ expectations, limit your liability, and avoid costly errors. Whether you are in the early stages of your Wills and Estates practice or are simply looking to brush up your skills, you won’t want to miss out on this essential program. Register now to secure your spot!

PROGRAM CHAIRS

Zara Wong, Casey & Moss LLP
Liza Saad, Saad Estate Law PC

AGENDA

For more information, please view the full program agenda
 

Powers of Attorney and Guardianship Essentials
Monday, June 3, 2024 | 1:30 PM to 5:00 PM (ET)

With Canada’s aging population, preparing for future decision-making is more important than ever. Join our expert faculty to ensure that you have the knowledge and skills you need to guide your clients and their family members.
Gain insights into key issues, including:

• Important considerations when drafting Powers of Attorney;
• How to address capacity concerns; and
• When to consider guardianship and how to prepare your first application.

PROGRAM CHAIRS

Adam Giancola, Casey & Moss LLP
Nicole Cianci, Loopstra Nixon LLP

AGENDA

For more information, please view the full program agenda