Estate Planning and Administration, Short Course | Part time online | York University | Canada
Studyportals
Short Online

Estate Planning and Administration

2 days
Duration
795 CAD/full
795 CAD/full
Unknown
Tuition fee
Anytime
Unknown
Apply date
Anytime
Unknown
Start date

About

The Estate Planning and Administration course offered by York University will help you gain an understanding of essential topics in estate planning and administration from the experts.

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

You can apply for and start this programme anytime.
More details
  • On Demand.

Language

English

Delivered

Online

Academic 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

To always see correct tuition fees
  • International

    795 CAD/full
    Tuition Fee
    Based on the tuition of 795 CAD for the full programme during 2 days.
  • National

    795 CAD/full
    Tuition Fee
    Based on the tuition of 795 CAD for the full programme during 2 days.

Funding

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