Anatomy of an Estate - Part 1
October 16, 2014

This program deals with the basics of estate administration and taxation issues.

Presenters:
John Poyser, Tradition Law LLP
Kevin Antonyshyn, Tradition Law LLP

CPD hours: 2
EPPM hours: 0

Price: $60.00 + GST = $63.00

Anatomy of an Estate - Part 2
October 16, 2014

This part of the presentation deals with Probate issues.

Presenter:
Cynthia Hiebert-Simkin, Tradition Law LLP

CPD hours: 1
EPPM hours: 0

Price: $40.00 + GST = $42.00

Changes to Probate Queen’s Bench Rules
June 9, 2017

Amended Queen’s Bench Rules 74.12 and 74.14 will come into effect on July 1, 2017. Attend this session for a discussion of the changes to the Rules and an opportunity to clarify recommended practices.

Presenters:
Justice Herbert Rempel, Manitoba Court of Queen’s Bench
Senior Master Frederick Lee, Manitoba Court of Queen’s Bench
John Fergusson, Office of the Public Guardian and Trustee of Manitoba 

CPD hours: 0.75
EPPM hours: 0

Price: $35.00 + GST = $36.75

Costs in Estate Litigation: Changes and Trends
November 15, 2017

Join experienced counsel for a discussion of recent changes and current trends in cost awards in estate litigation. Topics include:

  • How are costs being affected by the court’s focus on proportionality?
  • Are offers to settle relevant in determining costs?
  • The court’s use of costs to respond to unreasonable behaviour
  • Costs in the context of passing of accounts
  • The importance of client management
  • And much more!

Presenters: 
Dana Nelko, Fillmore Riley LLP  
Annika Friesen, Fillmore Riley LLP  

CPD hours: 1.5
EPPM hours: 0.5

Price: $50.00 + GST = $52.50

Death Bed Wills: Estate Planning Where Capacity is at Issue
December 8, 2009

When a lawyer is called to the hospital to draft a will for a terminally ill client, the situation is demanding and rife with risk. The same is true in other situations where the client suffers from diminished capacity. It is possible to practice both profitable and safely in this dangerous area. This session canvasses case law and suggests best practices.

Presenter:
John Poyser, Inkster Christie Hughes LLP

CPD hours: 1.25
EPPM hours: 0

Price: $75.00 + GST = $78.75

Estate Administration for Paralegals & Support Staff
February 17, 2015

As an estate lawyer you want to work with your support staff as a team. You want your assistant to understand the process and their important role. Help your staff to become more proficient by telling them about this program.

Cynthia Hiebert-Simkin and her paralegal, Angela Bowman, will provide an overview of the team process they follow which will include discussions re: division of responsibilities (including what the Code of Conduct says about that), checklists and file organization. This session is about process and work flow so please note that document drafting and filing will NOT be covered.

This program was aimed at support staff but deals with the practical mechanics of dealing with Estate Administration, providing useful tips and checklists for lawyers and support staff alike.

Presenters:      
Leah Kosokowsky, The Law Society of Manitoba
Cynthia Hiebert-Simkin, Tradition Law LLP

Angela Bowman, Paralegal, Tradition Law LLP

CPD hours: 1.5
EPPM hours: 0

Price: $50.00 + GST = $52.50

Estate Litigation and Administration
March 16, 2017

Experienced counsel will identify some common litigation issues that arise in estate matters and review how to prepare a passing of accounts. Hear from a Master in the Court of Queen’s Bench and Legal Counsel with the Public Guardian and Trustee on what they each look for when considering an application to pass accounts.

Presenters:
Master Shayne Berthaudin, Manitoba Court of Queen’s Bench
John Poyser, Tradition Law LLP
Ken Mandzuik, Tradition Law LLP
Bryan Hyman, The Public Guardian and Trustee
Nicole Hamilton, Pitblado Law LLP

CPD hours: 3.5 
EPPM hours: 0.5

Price: $105.00 + GST = $110.25

Family Trust Tips and Traps
October 20, 2016

This program will focus on common issues and problems that arise in the context of the drafting and use of family trusts. It will include discussion of trust law and tax law issues, including issues concerning identity of settlors and trustees, rules with respect to distribution of property to beneficiaries, corporate association rules and planning for the 21-year deemed disposition rule.

General practitioners, junior lawyers, and those practicing in the areas of corporate law and estate and succession planning will not want to miss this valuable program!

Presenter:    
Johanna C.C. Caithness, Fillmore Riley LLP

CPD hours: 1
EPPM hours: 0

Price: $40.00 + GST = $42.00

Can’t We All Just Get Along?
Using Estate Planning Agreements to Address Family Issues

December 8, 2014

In Canada, 38% of marriages end before the 30th wedding anniversary yet 43% of people whose first marriage ended in divorce will remarry. Over half (55%) will marry someone who also was married before. Chances are the second marriage will be successful but 1 in 5 Canadians who remarried left their second spouse within an average of 7.6 year (all according to Statistics Canada). All these numbers mean that estate planning for second families is critical in order to ensure that the interests of the second spouse and children from previous relationships are balanced. This informative session will address the estate planning issues, including how to raise the issue with the clients and the benefits of and considerations when preparing estate planning agreement.

Presenter:
Cynthia Hiebert-Simkin, Tradition Law LLP

CPD hours: 1
EPPM hours: 0

Price: $40.00 + GST = $42.00

Wills that Work: Practical and Proficient Drafting
February 24, 2015

A properly drafted Will clearly and effectively encapsulates the wishes of the Testator, however it's not always quite as easy as it may seem.

Drafting Wills is an exercise that lawyers from many different practice areas undertake in day to day practice, yet even experienced lawyers fall prey to some common errors. Whether it's proofreading skills, correct use of precedents, understanding terms such as “per capita” and “per stirpes”, dealing with joint assets or anti-lapse provisions, learn from Eleanor Wiebe, Jennifer Pfuetzner and Caroline Kiva, as they review some of the most common issues in drafting Wills and discuss how to avoid difficulties.

Presenters:
Eleanor Wiebe, Q.C., Fillmore Riley LLP
Caroline Kiva, Pitblado LLP

CPD hours: 3
EPPM hours:
0.5

Price: $105.00 + GST = $110.25