The first years of practice can be both rewarding and challenging. Lawyers with a wills and estates practice need to understand the law and its application across a variety of individual and family circumstances. Recognizing potential pitfalls, developing strategies, and ensuring that best practices are understood and implemented are keys to a successful law practice.

Building on the faculty’s extensive experience and varied perspectives as both solicitors and litigators, this program will address topics that form the foundations of practice, including:

• Ascertaining a client’s capacity to give instructions
• Conducting appropriate and thorough client intake and follow up meetings
• Common problem clauses
• Family dynamics

Program materials will include precedents and checklists.

This on-demand program was originally broadcasted as a webinar on March 9, 2023.

Chairs

Doris Bonora KC, Dentons Canada LLP

Rhonda Johnson, Dentons Canada LLP

Presenters

Barbara J. Kimmitt KC, Bennett Jones LLP 

Barbara J. Stratton KC, Bennett Jones LLP