Friday, November 2, 2012
Time: 9:00 am – 4:00 pm
Pan Pacific Hotel, 999 Canada Place, Vancouver

Who should attend: Lawyers who are developing a practice in the area of wills, estates, and trusts litigation; the course may also be of interest to general practitioners.

Learning level: Fundamental

Estate litigation from A – Z!
This course will provide you with the fundamental building blocks and essential information to litigate a wills and estates case and to build a practice in the area. We will examine substantive, procedural, and ethical topics that will prepare you to successfully conduct your estate litigation practice.

Law Society of BC CPD Hours: 6 hours (a minimum of 1 hour will involve aspects of professional responsibility and ethics, client care and relations, and/or practice management)

Course Chair 
Amy D. Francis — Legacy Tax + Trust Lawyers, Vancouver

Registration includes course materials and networking lunch. Note: You will continue to receive a print copy of the materials at the course. In addition, you will receive an email with a link to the online version of the materials approximately one day before the course.

CLEBC Program Lawyer
Nadia Myerthall
nmyerthall@cle.bc.ca

Can't make the course?
Order the course materials
Price for papers published for this course, determined on publication, ranges from $90 to $195 plus shipping and HST.

Course Chair
Amy D. Francis — Legacy Tax + Trust Lawyers, Vancouver

Faculty 
Rhys Davies, QC — Davis LLP, Vancouver
Deidre J. Herbert — McLellan Herbert, Vancouver
M. Scott Kerwin — Borden Ladner Gervais LLP, Vancouver
Helen H. Low — Fasken Martineau DuMoulin LLP, Vancouver
Edward F. Macaulay — Edward F. Macaulay Law Corporation, Vancouver
Andrew S. MacKay — Alexander Holburn Beaudin + Lang LLP, Vancouver
E. Jane Milton, QC — Bull, Housser & Tupper LLP, Vancouver
Amy A. Mortimore — Clark Wilson LLP, Vancouver
Stanley T. Rule — Sabey Rule LLP, Kelowna
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
Chelsea D. Wilson — Ramsay Lampman Rhodes, Nanaimo

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Recommended by your wills, estates & trusts colleagues!

Annotated Estates Practice 2012
The new edition of CLEBC's portable estates law library

This book is essential for: all wills and estates lawyers.

Current to: March 1, 2012 | Price: $150 | # of pp.: 942

This is the eighth edition of our popular consolidation of core wills and estates law materials. All the key statutes have been annotated by prominent estates lawyers who have prepared succinct summaries of the most relevant decisions in everyday language. This edition includes the full consolidated text of the Wills, Estates and Succession Act, and of the incapacity planning provisions that came into force on September 1, 2011, as well as updated overviews of both legislative initiatives. In addition, this edition includes tables of concordance for the WESA and for the revised probate rules.

With this portable, up-to-date compilation of relevant statutes, rules, and regulations, you will have quick access to answers you need to maintain a successful estates law practice.

Welcome and Introduction

Amy D. Francis — Legacy Tax + Trust Lawyers, Vancouver

Contested Committeeships

• medical evidence
• views of the proposed patient
• costs
• Adult Guardianship Act

Deidre J. Herbert — McLellan Herbert, Vancouver

Wills Variation Act

• history and overview of the Wills Variation Act
• balancing competing claims between spouses and children
• costs awards in Wills Variation Act cases
• Wills, Estates and Succession Act

Chelsea D. Wilson — Ramsay Lampman Rhodes, Nanaimo

Networking Break

Estate Administration Issues

• tax and estate administration pitfalls to be aware of when settling a contentious estate

Helen H. Low — Fasken Martineau DuMoulin LLP, Vancouver
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver

Fraudulent Conveyances and Inter Vivos Transactions

• overview of recent Fraudulent Conveyance Act cases in the estate context

Stanley T. Rule — Sabey Rule LLP, Kelowna 

Solicitor/Client Privilege in Estate Litigation

• solicitor/client privilege before and after death
• in what circumstances should the privilege be waived, and by whom?
• how to address competing interests between personal representatives, beneficiaries, and other family members

Amy A. Mortimore — Clark Wilson LLP, Vancouver

Networking Break

The Final Word: Passing the Accounts in a Contentious Estate

• enforcing the duty to account
• streamlining process: prehearing conferences and other tools
• scope of the hearing and the registrar’s jurisdiction
• costs

M. Scott Kerwin — Borden Ladner Gervais LLP, Vancouver

Powers of Attorney: Uses and Abuses Under the New Act

• duties of an attorney at common law
• duties of an attorney under the new legislation
• update of cases under the new Act

Andrew S. MacKay — Alexander Holburn Beaudin + Lang LLP, Vancouver