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Courses/Law/Will and Estate Law

When Estates and Family Law Matters Overlap

How to Spot Trouble and What to Do

Created byToronto Lawyers Association
4.5
(30 reviews)
BeginnerUpdated Apr 7, 2023
When Estates and Family Law Matters Overlap

What You'll Learn

check_circleIdentify key estate and family law overlaps.
check_circleAnalyze retainer agreements in dual practice.
check_circleDiscuss confidentiality in joint client matters.
check_circleLearn to manage potential conflicts of interest.
check_circleDraft effective retainer & reporting letters.
check_circleExplore capacity assessments in estate planning.

About This Course

The family unit is ever changing and transforming. Lawyers practicing in either family law or estates law must be aware of the impact their advice can have in the many areas of a client’s life.

Questions arise, such as:

  • Should a lawyer act for one party in a domestic contract and then draft wills for both parties if the clients consent?
  • What types of instructions should be acknowledged in writing?
  • What should be included in a checklist for security for support after death for Separation Agreements?
  • Who is the "spouse" of a deceased for pension rights and for Succession Law Reform Act (SLRA) claims?
  • What is the effect of a pension survivor benefit on SLRA claims?
  • What can we learn from Carrigan (Version 4 from the Divisional Court)?

 

Join seasoned Family and Estates lawyers who will discuss these and other common pitfalls and solutions.

Presenters

  • Jordan Atin
  • Steven Benmor
  • Melanie Manchee

Your Instructor

Toronto Lawyers Association
Toronto Lawyers Association

Toronto Lawyers Association

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star2,287 reviews

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.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

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.

What Students Are Saying

4.5
Student's Choice
30 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.