Are you relatively new to your wills & estates law practice? Do you want to know more about drafting wills? Or are you a more senior practitioner wanting to branch out and develop a new practice area or revisit the fundamentals? If so, LESA has an upcoming seminar just for you: Drafting Your First Will.
To find out more about what you’ll gain from this program (including checklists and samples!), we spoke with seminar chair Paula Hoffman. Here’s what she had to say about Drafting Your First Will.
Why will Drafting Your First Will benefit attendees? What are they going to gain?
They are going to obtain useful information that can help them in their practice, from the start of the first interview to the drafting of documents. … They will [also] discover some pointers or alerts … that will help them … [know] when they need outside assistance – like senior counsel, or an accountant, or a doctor to give a capacity assessment. It’s going to be both practical information – practical tools to assist them in the interview and drafting – as well as alerts as to when this might be a file that requires greater assistance.
What are going to be the main takeaways from this program?
What we were hoping they would take away are some checklists to help them in the interviewing/drafting stage[,] … some draft template or sample wills for very basic will documents, and clauses … for the more complex type of documents. They’re going to get really practical tools. They’re [also] going to get some checklists surrounding capacity. I think those practical elements are what the newer people … are really going to benefit from. From a more senior perspective, there is going to be a review of some tax basics – what’s changed, what you should know about – which would help them in the drafting. … [The discussion about] complex wills … or what could lead to litigation would be helpful to a more mid-level or senior type of person who might come to this seminar.
What are you personally most looking forward to about the program?
Well we have an excellent panel of speakers, from practitioners who have practiced for a little while to senior practitioners. We have big firm people and small rural people. So I’m looking forward to all of their presentations to see what their perspective is on each of the topics.
Register Online
To see the full list of seminar faculty and their presentation topics, view the program brochure.
The early bird registration deadline for this program is fast approaching (October 13), so register online now to take advantage of the savings: register in Edmonton (November 18) or Calgary (November 25).
