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OC-62365-05Designed for newly called lawyers, or for those looking to revisit the basics, this presentation explores a variety of issues that lawyers must be mindful of in estate administration matters. Topics include the role of a personal representative after the grant is issued; estate accounts versus trust accounts; expenses incurred by the personal representative; and advertising for creditors and claimants. This on-demand program was originally presented as an in-person program on October 26, 2023 as part of our Practice Foundations: Estate Administration program. Total running time is 53 minutes.
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OC-62365-04Designed for newly called lawyers, or for those looking to revisit the basics, this presentation explores common tax issues estate administration matters. Topics include taxation on death; principal residence; and special tax considerations. This on-demand program was originally presented as an in-person program on October 26, 2023 as part of our Practice Foundations: Estate Administration program. Total running time is 1 hour, 3 minutes.
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OC-62365-03Designed for newly called lawyers, or for those looking to revisit the basics, this presentation explores the grant application process in estate administration matters. Topics include required information during the grant application; relevant surrogate forms; and applicable legislation. This on-demand program was originally presented as an in-person program on October 26, 2023 as part of our Practice Foundations: Estate Administration program. Total running time is 1 hour, 32 minutes.
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OC-62365-02Designed for newly called lawyers, or for those looking to revisit the basics, this presentation examines client intake procedures in estate administration matters. Topics include evaluating the needs and expectations of your client; managing the expectations of your client; and developing systems and protocols for the client introduction meeting and intake process. This on-demand program was originally presented as an in-person program on October 26, 2023 as part of our Practice Foundations: Estate Administration program. Total running time is 1 hour, 3 minutes.
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OC-62365-01Designed for newly called lawyers, or for those looking to revisit the basics, this presentation examines the duty to account in estate administration matters. Topics include general principles and common law duty to account; entitlement to an accounting; and who prepares/pays for the accounting. This on-demand program was originally presented as an in-person program on October 26, 2023 as part of our Practice Foundations: Estate Administration program. Total running time is 1 hour, 4 minutes.
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OC-62369Unique ethical considerations arise for wills and estates practitioners working with elderly clients. Through examination of three scenarios, this presentation explores common issues in the estate planning process for aging clients, red flags practitioners should be aware of, and effective strategies to ensure that lawyers meet their ethical obligations. This on-demand program was originally broadcasted as a live webinar on October 12, 2023. Total running time is 1 hour, 7 minutes.
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OC-62192-04Most clients do not fully understand how income tax will affect their estate and are relying on their advisors in this regard. This presentation looks at the basic concepts relating to taxation at the time of death. This on-demand program was originally broadcasted as a webinar in December 2020.
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OC-62192-03This presentation explores estate litigation issues including power of attorney transactions and accounting, inter-vivos transfers (incapacity and proving a gift), testamentary capacity challenges and undue influence challenges. mental capacity and accounting challenges. Mitigation strategies such as family discussions of plans and people, detailed interview questions and notes, questions and early problem resolution are also discussed. This on-demand program was originally broadcasted as a webinar in December 2020.
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OC-62192-02This presentation considers some of the issues that arise in the context of drafting wills. While not exhaustive, it is intended to provide a starting point for lawyers who may be new to estate planning or who do not regularly practice in this area. This on-demand program was originally broadcasted as a webinar in December 2020.
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OC-62192-01This presentation looks at the intake process from the pre-meeting communication and logistics, to the initial assessments of capacity, to the discussion of detailed substantive information needed to move on to the drafting of estate planning documents. It provides worthwhile reminders and practical takeaways. This on-demand program was originally broadcasted as a webinar in December 2020.
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OC-62111-06This presentation provides information on dispute resolution in adult guardianship and trusteeship including using interest-based negotiation and mediation in a way that respects the wishes, values, and beliefs of the represented adult. It also provides considerations to make when drafting resolution documents. This on-demand program was originally presented as an in-person program in February 2019.
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OC-62111-05This presentation provides a clinical process to assessing decision-making capacity as well as a discussion of the capacity continuum. The materials include a capacity assessment worksheet and a worksheet to use when conducting a capacity assessment. This on-demand program was originally presented as an in-person program in February 2019.
