This course will provide you with an understanding of the current legal framework surrounding estate planning.
This course offers a comprehensive overview of the legal framework surrounding estate planning. It equips you with the knowledge to identify important estate planning issues and guide your clients effectively, ensuring their peace of mind regarding critical documents.
Key topics include estate planning terminology, Powers of Attorney, Last Will and Testaments, Codicils, intestacy rules, the Executor’s role, testamentary trusts, probate applications, and the impact of marriage and divorce on wills.
Barrister and Solicitor
A graduate of Queen’s Law, Erin McNamara is the Principal of McNamara Law, a legal practice with a focus on estate law, including the preparation of wills, powers of attorney, testamentary trusts including Henson Trusts, and probate applications. All of her services are 100% mobile. Erin is also a sessional professor at the University of Ottawa, Faculty of Law, where she teaches Wills and the Law of Succession. In recent years, Erin has co-authored legal papers and has been a speaker at the annual East Region Solicitors Conference. As well, Erin regularly presents legal topics at speaking engagements, and provides estate planning seminars to a variety of groups including clients, non-profit groups, lawyers and other professionals. Erin has served on the Board of Directors for REACH Canada, a nonprofit organization that benefits persons with disabilities in Ottawa and continues to be involved with their community initiatives. In her spare time, Erin enjoys performing in interactive mystery theatre with Murder Mystery Ottawa and Murder Mystery Toronto.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
