Simplifying Complex Ideas with Checklists and Visuals to Enhance Your Wills and Estates Practice
A new way of conducting estate planning meetings can protect you from claims by disappointed beneficiaries. Through the use of checklists and visuals, you can:
This practical program will be presented by senior Wills and Estates lawyers, who will:
Program Content:
1. Introduction
(Practice Management, Client Service)
2. Client Intake Procedures
(Client Service, Practice Management)
3. Obtaining Information from Clients
(Client Service)
4. Joint Retainer Issues
(Ethics and Professional Responsibility, Practice Management)
5. Draft Document Reviews with Clients
(Client Service)
Presenters
Toronto Lawyers Association
For more than 135 years, the Toronto Lawyers' Association, located within the Courthouse Library, has represented the interests of lawyers practising in the City of Toronto. The association was founded to support its members in three key areas: Knowledge, Advocacy, and Community. To uphold these pillars, the association offers a year-round mix of online and in-person education programs for lawyers, hosts both free and paid events to foster in-person networking, and submits advocacy pieces on behalf of its members to the Ontario bench and bar, all levels of government, and the broader public.
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.
