Master drafting enforceable trusts and wills. Navigate fiduciary duties, capacity challenges, and tax pitfalls to confidently administer estates and minimize disputes in BC.
Welcome to "Wills & Estates: Key Drafting Considerations," an essential course for legal professionals navigating the complexities of estate law in British Columbia. This program, led by experienced wills and estates lawyer Paul Choi, offers an in-depth exploration of critical topics often encountered in drafting and administering wills and trusts.
Gain practical insights and learn to strategically draft robust legal documents that withstand scrutiny from courts, the CRA, and beneficiaries. Paul Choi, a seasoned practitioner and certified mediator, draws on extensive frontline experience to highlight common pitfalls and best practices in estate planning and administration.
This course will cover:
By the end of this course, you will be equipped with the knowledge and practical tools to draft comprehensive wills and trusts, advise fiduciaries on their duties, anticipate and mitigate potential disputes, and ensure compliance with regulatory requirements. Enhance your expertise and confidentially manage even the most intricate estate matters.
Lawyer, former Crown prosecutor, and Qualified Mediator and Arbitrator with LL.M in Tax Law
Paul Choi is a lawyer, former Crown prosecutor, and Qualified Mediator and Arbitrator (ADR Institute of Canada). He holds an LL.M. in Tax Law and has practiced across criminal, wills and estates, and business and corporate law, drawing on earlier frontline experience in policing. In practice and in the classroom, he focuses on how legal institutions handle risk, evidence, and discretion—particularly at the intersection of public safety, prosecution, and dispute resolution. His teaching and research interests include criminal law and procedure, public policy, administrative and regulatory law, negotiation and mediation, wills and estates, and access to justice. Paul brings a practitioner’s lens to case analysis and skills training, emphasizing ethical decision-making and practical advocacy.
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.
