A cross-border estate planning expert shares the special considerations to take into account when working with US citizen clients.

Learn about the case-law that’s developed so far and how this affects Ontario's estate practice.

Susan Stamm from the OCL shares planning and litigation issues involving minors and the role of the OCL in estates.

Learn about the three methods of executing wills, including remote executions, and the legal requirements associated with them.

Learn about the US estate tax landscape in 2023 and how to plan for Canadians who own US properties.

Learn the rules around some of the major restrictions in will planning: accumulations and perpetuities.

Learn about the restrictions around annuities, pour-over clauses, and public policy limits and violations in will planning.

Kevin Gluc, a cross-border expert helps us navigate through the current US estate tax landscape for Canadians with US beneficiaries.

Discover the purpose and background of Henson trusts, and Ontario Disability Support Plan (ODSP) regulations, guidelines, and exceptions.

This webinar goes through the differenciation between constructive and resulting trusts, how they arise, and on how to deal with them.

What is EDI in estates’ practice? Learn how to define cultural competence and use it for better communication with clients.

POA for property is underutilized in estate planning. Learn what needs to be kept in mind when selecting an attorney.

Learn about the fiduciary obligations and duties of an attorney for property, as well as how compensation factors in.

Details on the capacity to make a power of attorney, triggering events, the role of an attorney, and common issues.

Learn some practical steps to include in your drafting process, specific areas of concern, and how to avoid potential problems.

Learn how drafting errors in discretionary trusts cause damage, issues with ODSP, and what to look out for when drafting.

Part of the 3-2-3 model, learn how to plan for a ‘no descendants’ scenario and how to discuss wills and provisions with clients.

Learn how to deal with jointly held property, beneficiary designations, wills, trusts, and powers of attorney.

Planning for the surviving spouse can often be very difficult, but here’s how to make it easier by limiting options for clients.

Incorrectly referred to as ‘simple wills’, learn what a typical situation entails and how to collect client information.

Special considerations for minors and children include gifting options, appointment of guardianship/custody, and class limitations.

Reporting letters are an easy, effective way to protect yourself. Run through the crucial factors to include using a sample reporting letter.

Learn how to use multiple wills to shield assets from probate tax, when to use multiple wills, and some common drafting issues.