- Free to attend
- Law Society of BC: This program is accredited for 2 hours of CPD.
- Law Society of Ontario: This program contains 1 hour, 50 minutes of Professionalism Content.
In Associations With
Session 1: Intro to WESA + Case Law Update (12.00 - 12.30 pm PST)
Estates lawyers in British Columbia face their own unique set of challenges, driven by evolving provincial laws and legislation, together with shifts in client needs and expectations, and family structures.
This opening session will provide a brief overview of WESA and review some of the new cases from 2023/2024 to keep you up to date on the development of case law.
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Session 2: Understanding evolutions in trusts (12.30 - 12.50 pm PST)
Trusts can be a valuable tool in estate planning, allowing for the secure transfer of assets, but navigating this complex landscape can be challenging.
In our discussion we will review options for trusts, and they will explain how and when to challenge trusts. They will also share best practices for tax reporting on the different types of trusts available in Canada, including alter ego, and bare trusts.
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Session 3: OVERVIEW OF TECHNOLOGY IN PRACTICE (12.50 - 1.30 pm PST)
Technology has long been an essential tool for estate practitioners. The recent meteoric rise of generative AI has opened the door to new opportunities for efficiency and increased productivity.
This session will explore the latest offerings in generative AI and explain how they can enhance your estate practice and boost the bottom line.
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Session 4: VIRTUAL SIMULATION - UNWINDING A COMPLEX ESTATE (1.30-2.15 PST)
Technology has long been an essential tool for estate practitioners. The recent meteoric rise of generative AI has opened the door to new opportunities for efficiency and increased productivity.
This session will explore the latest offerings in generative AI and explain how they can enhance your estate practice and boost the bottom line.
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