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Product Type: Course
Estate Administration: Navigating the New Rules

DescriptionMore DetailAgenda

Presented by CLEBC in collaboration with BC Law Institute

"The WESA and the new Probate Rules modernize succession law and procedure for the first time in 85 years. Lawyers need to immediately incorporate the changes into their practices on April 1, 2014. Leading practitioners will focus on the new Rules and how to take an estate file efficiently from initial instructions to a representation grant even when there are hurdles along the way. This course is a great opportunity to quickly get up to speed."
      – Peter Ramsay, course chair

"Last Kick at the Can": Tuesday, December 9, 2014; Time: 9:00 am – 4:00 pm
"Last Kick at the Can": Wednesday, December 17, 2014; Time: 9:00 am – 4:00 pm

(Original course dates: Vancouver—Thursday, February 13, 2014; Victoria—Thursday, February 20, 2014; Kelowna—Thursday, February 27, 2014

Who should attend: Lawyers, paralegals, legal support staff, notaries public, and all others who work in the area of wills, estates, and succession law; the course may also be of interest to trust officers.

Learning level: All levels

"Given the complete changes to the process and documentation required to obtain a grant of probate or administration under WESA, every person intending to practise in this area after March 31, 2014, needs to attend these courses.”
      – Hugh S. McLellan

The new Probate Rules are coming into force on March 31, 2014. Learn what you need to do to effectively represent your clients. This course will deal with the nuts and bolts of WESA's provisions affecting estate administration and the new Probate Rules. Join our expert faculty as they guide you through many unresolved practice issues.

Materials will consist of excerpts from the British Columbia Probate and Estate Administration Practice Manual, the consolidated Wills, Estates and Succession Act, excerpts from the Supreme Court Rules, and the Probate Forms.

After taking this course you will be able to...

  • know how to use the new Probate Rules
  • understand the changes WESA will bring
  • identify ways that your practice will need to change
  • advise your clients regarding the new rules

CLEBC is using Twitter at this program. You can post a question or comment on Twitter using the hashtag: #clebc. Want to find out more? Download: A Guide for Using Twitter at CLEBC Programs.

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 Chairs
D. Peter Ramsay, QC — Ramsay, Lampman, Rhodes, Nanaimo (all 3 locations)
Margaret R. Sasges — Clay & Company, Victoria (Victoria)
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver (Vancouver)
Geoffrey W. White — Geoffrey W. White Law Corporation, Kelowna (Kelowna)

"Last Kick at the Can" Rebroadcasts: $450

Unable to attend without financial support? To learn more about CLEBC's Bursary Program click here and for our Easy Pay Plan click here.

Registration includes an electronic copy of the course materials and lunch (live course only).

Webinar Archive: This course will be added to the Webinar Archive. Click here to subscribe.

Can't make the live course/live webinar?

1. Subscribe to the Webinar Archive, a repository of recordings of most CLEBC past courses. Annual subscription rates are based on firm size.

2. Order the British Columbia Probate and Estate Administration Practice Manual, the resource upon which the course material is based.

CLEBC Program Lawyer
Nadia Myerthall

This course has no current sessions.

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