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Primary information about event

Estate Planning Blunders and How to Avoid Them with Lynne Butler

LEARNING OPTIONS:

Live webinar with chat*
includes 30 day replay

9:00 am – 10:30 am (Pacific)
10:00 am – 11:30 am (Mountain)
11:00 am – 12:30 pm (Central)
12:00 pm – 1:30 pm (Eastern)
1:00 pm – 2:30 pm (Atlantic)

 

*This program features real-time audio of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A. SK attendees please verify whether you align with Central (MB) or Mountain (AB) time based on season and location.

Registration Fee

Save $25
Register on or before January 5, 2018
$135.00 + HST

 

Register after January 5, 2018
$160.00 + HST

CPD CREDIT HOURS:


ON: This program contains 1.5 Substantive hours.

BC: This program has been approved for 1.5 CPD hours.

SK: This program has been approved for 1.5 CPD hours.

NB: This program has been approved for 1.5 CPD hours.

Lawyers in all other mandatory CPD jurisdictions may count their actual attendance at the program towards their CPD requirement/plan.

Seminar Partners is an Accredited Provider of Professionalism content by the Law Society of Upper Canada, and a pre-approved CPD Provider of the Law Society of British Columbia.

Technical Information:

Live webinars allow you to hear faculty and see their presentation slides, and ask questions by chat. There is no video feed of the presenter(s). You will need a current web browser (Chrome 11, Safari 5 and up, Internet Explorer 8 and up), a wired (better than wireless) connection to the Internet of at least 2 Mbps, and Adobe Flash Player 12 or higher. You can test your internet speed/bandwidth here. You can find out whether you have Adobe Flash Player installed here. You can download the player directly here. If you miss the live program, you can access the archive, at your convenience, for 30 days.

Satisfaction Guarantee

Satisfaction Guarantee:At Seminar Partners, we guarantee the quality of our programs. In fact, 98% of our participants say they would recommend the program they have taken to their colleagues. If, after having attended a program in its entirety, you are not satisfied that the program has enhanced your understanding of the subject, and you notify us of this in writing before leaving the venue, we will give you a credit toward another program of comparable price.

Who Should Attend

Whether you're just starting out or are a seasoned estates practitioner, this entertaining, real-world look into common estate planning mistakes will help you protect your clients’ legacies, and your reputation.

About the Program

Estate planning seems relatively straightforward - a client asks for a will and you draw it up. You do what the client asks, and the client is happy, so all is well, right? Not exactly. Estate planning is complicated - it involves understanding estate and gift tax laws, income tax laws, probate procedure, financial planning, and long-term care planning. It also requires a tremendous amount of research, fact-finding and listening. Lawyers who dabble in will drafting, and even experienced estate planning practitioners who fail to have frank discussions with clients, can cause serious errors and invite negligence claims. Attend this program and learn how you can avoid costly mistakes for your clients, and for you. Experienced estates lawyer Lynne Butler draws on personal and vicarious experiences to identify common estate planning blunders (and their consequences), and how to avoid these mistakes in your own practice. Topics include joint bank accounts, leaving the cabin to the kids, choice of executor, and much more. Each “do not do” is followed by alternative strategies that can lead to vastly different results. Delivering practical and helpful information about a serious topic in a light tone, this presentation will make having difficult conversations with clients about assets, relationships and goals a little easier, and expose hidden pitfalls that can trip up even experienced estates practitioners. The principles and concepts taught will apply equally across the country.

Meet Your Presenter

Lynne Butler

Lynne Butler is a lawyer, mediator, and writer. She graduated from UBC Law School and was called to the Bar in Alberta in 1986. After more than 30 years, thousands of wills drawn and hundreds of estates probated, Lynne joined a leading trust company and worked as an estate planner for a further seven years. Show now practices law in her home province of Newfoundland and Labrador, working exclusively in wills, estates, probate, elder law, trusts, and related matters. Lynne has appeared on, or been interviewed by CPAC, CityTV, Global TV, BNN, CBC Radio, the Wall Street Journal, the Globe and Mail, the Vancouver Province, the Edmonton Journal, the Toronto Star, the Montreal Gazette, Canadian Lawyer, Today's Parent, Caregiver Solutions, Advisor's Edge, and Maclean's, among other publications. She is the co-host of a weekly radio show, The Law Show, and is the author of ten books about estate planning.

Program Schedule (Eastern)

12:00 pm - 1:30 pm

Introduction

Joint property

Joint bank accounts

Choosing representatives

Tax

Incapacity

Program Evaluation

Praise for Lynne Butler:

“Fantastic job breaking difficult information down into digestible chunks that are very easy to absorb.”
“A great help in an estate case that I am involved in. Thank you for the terrific information.”
“Excellent insights with a no-nonsense approach.”
“Wonderful. Lynne’s light tone makes serious and often scary issues seem non-threatening and possible to work through.”
“Great presentation. Lynne’s expertise, integrity and experience were clearly evident.”
“Information provided was superb and helped to answer a lot of questions that I have!”

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