Taking Will Planning Instructions and Proper Reporting: A Seasoned Approach for Drafting Solicitors

Taking Will Planning Instructions and Proper Reporting: A Seasoned Approach for Drafting Solicitors

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CPD Accredited Credits
Professionalism: 0.75
45 minutes
Substantive: 1.0
1 hour
Presenter(s)
Jordan Atin
Ian M. Hull
Source
Toronto Lawyers Association (TLA)
Provider
CPDOnline.ca
Language
English
Length
105 minutes
Price
$129.00 plus tax
TLA Wills Conference
Includes Handouts

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 simplify complex ideas, record and take instructions for drafting a Will in a way that streamlines your practice like never before!

This practical program will be presented by senior Wills and Estates lawyers who will:

  • Take you through a simplified methodology for estate planning meetings,
  • Identify "red flags" in the Will planning retainer, and
  • Share their materials and checklists for you to work with immediately
  1. Introduction (Practice Management, Client Service)
    1. Finding Clients
    2. Setup of an estates drafting practice
    3. Marketing Ideas
  2. Client Intake Procedures (Client Service, Practice Management)
    1. Initial Client
    2. Retainer Agreements (Precedent Provided)
  3. Obtaining Information from Clients (Client Service)
    1. Questionnaires (Precedent Provided)
    2. Interviewing Clients – raising difficult issues
    3. Telephone interviews
    4. Note taking
  4. Joint Retainer Issues (Ethics and Professional Responsibility, Practice Management)
    1. Discharging Professional Obligations
    2. Acting for both spouses
    3. When to suggest ILA
    4. Inter-generational retainers
    5. Thorny Conflict Issues
  5. Draft Document Reviews with Clients (Client Service)
    1. Sending drafts to clients
    2. Using Summaries
    3. Discussing “legalese”

Presenters

Jordan Atin

Jordan is a Certified Specialists in Estates and Trusts Law and an Adjunct Professor of Law at Osgoode Hall Law School in Toronto, Canada. Lexpert rates Jordan as one of its top recommended estate lawyers in Canada as well as being rated as a Best Lawyer in Canada. In addition to his planning and administration practice, Jordan is Counsel to Hull & Hull LLP and an experienced estates mediator. He is a Past Chair of the Ontario Bar Association - Trust and Estates Section and a full member of the Society of Trusts and Estate Practitioners (STEP).

Jordan was the inaugural winner of the OBA’s Hoffstein Prize in recognition of his contributions and achievements in the area of wills, trusts and estates.

Ian M. Hull

Ian M. Hull co-founded the firm with his father, Rodney Hull, in 1998. Ian also maintains a mediation practice through Hull Estate Mediation Inc.

Ian is a lecturer at the Ontario Bar Admission Course and guest lecturer for the Canadian Bar Association and the Law Society of Upper Canada. Ian is also the author of numerous articles and has written four books on estate law issues:

  • Advising Families on Succession Planning: The High Price of Not Talking, LexisNexis Canada (2005)
  • Power of Attorney Litigation, CCH (2000)
  • Challenging the Validity of Wills, Carswell (1994)
  • Probate Practice 4th Edition, Carswell (1996) (co-author)

Ian has an LL.B. from the University of Windsor and an Honours B.A. from the University of Western Ontario. He was called to the Bar in 1990. He is a Certified Specialist in Estates and Trusts Law and Civil Litigation, a Fellow of the American College of Trust and Estate Counsel and a member of the Society of Trust and Estate Practitioners. He was chosen by LawDay as one of the top 60 leading lawyers in Canada in the practice area of Estates and Trusts for the year 2009.

Areas of Practice

  • Estates and Trusts

Litigation Percentage

  • 95% of Practice Devoted to Litigation

Certified Legal Specialties

  • Estates and Trusts Law
  • Civil Litigation
  • International Academy of Estate and Trust Law (Academician)

Bar Admissions

  • Ontario, 1990

Education

  • University of Windsor School of Law, Windsor, Ontario, Canada
    • LL.B.
  • University of Western Ontario
    • B.A.
    • Honors: With Honours

Published Works

  • Advising Families on Succession Planning: The High Price of Not Talking, LexisNexis Canada, 2005
  • Power of Attorney Litigation, CCH, 2000
  • Challenging the Validity of Wills, Carswell, 1994
  • Probate Practice 4th Edition, (Co-Author), Carswell, 1996

Classes/Seminars

  • Lecturer, Ontario Bar Admission Course and the Law Society of Upper Canada
  • Guest Lecturer, Canadian Bar Association

Honors and Awards

  • Fellow, American College of Trust and Estate Counsel
  • The Top 60 Leading Lawyers in Canada, Estates and Trusts for the Year; 2009 and 2010
  • The Best Lawyers in Canada Publication, Trusts and Estates; 2009 and 2010

Professional Associations and Memberships

  • American College of Trust and Estate Counsel, Fellow
  • National Executive of the Society of Trusts and Estates Practitioners (STEP), Member

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