Overview
What you will study
In this Estate Planning and Administration course offered by York University , 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.
Programme Structure
The program focuses on:
- Initial considerations in estate planning and administration
- The lawyer’s responsibility regarding substantiating capacity
- Dealing with undue influence leading to will changes
- 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
Key information
Duration
- Part-time
- 2 days
Start dates & application deadlines
- On Demand.
Language
Delivered
Disciplines
Real Estate & Property Management View 10 other Short Courses in Real Estate & Property Management in CanadaAcademic requirements
We are not aware of any specific GRE, GMAT or GPA grading score requirements for this programme.
English requirements
We are not aware of any English requirements for this programme.
Other requirements
General requirements
- Lawyers practicing or wishing to practice in wills and estates
Tuition Fee
-
International
795 CAD/fullTuition FeeBased on the tuition of 795 CAD for the full programme during 2 days. -
National
795 CAD/fullTuition FeeBased on the tuition of 795 CAD for the full programme during 2 days.
$795 + TAX