Boilerplate Clauses in Will Drafting & Estates, Trusts & Capacity Matters | CPDonline.ca

Boilerplate Clauses in Will Drafting and Estates, Trusts and Capacity Matters

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Credits
Professionalism (Ethics, etc.): 0.5
30 minutes
Substantive: 1.0
70 minutes
Published
2019
Presenter(s)
Jordan Atin
Ian M. Hull
Jenny Pho
Suzana Popovic-Montag
Elizabeth Virtue
Source
Toronto Lawyers Association (TLA)
Provider
CPDOnline.ca
Language
English
Length
100 minutes
Price
$349.00 plus tax
Includes Handouts

Bring Your Own Questions! Our specialized panel of senior lawyers will answer your questions related to drafting boilerplate clauses in estates, trusts and capacity matters. They will also walk you through precedents that are tied to your questions through sponsors LexisNexis and NoticeConnect.

This is an opportunity to consider legal and practice issues on a variety of topics, including:

Funeral/Burial Provisions

  • Allow estate planning clients to share their wishes in respect of funerals and burial with the individuals who will ultimately be authorized to make these arrangements.

Trustee Power

  • Ensure that estate trustees have the authority that they need to properly administer an estate without the necessity of seeking the direction of the Court
  • Provide for any requested restrictions upon trustee authority

Hotchpot, Guardianship and Abatement Clauses

  • Ensure that these important clauses are properly drafted to give effect to the testator's wishes
  • Avoid ambiguity that may result in the distribution of an estate in a manner that is inconsistent with the testator's wishes

Payment of Debts

  • Advise clients how the payment of liabilities may impact the administration of their estate, and address the order in which gifts will abate
  • If applicable, include clauses specifying how tax liabilities tied to specific assets ought will be paid
  • The Use of Boiler Plate Clauses in Will Drafting
    • Definitions
    • Interpretation
    • Funeral/Burial Provisions
    • Trustee Power
    • Guardianship Clauses
    • Abatement Clauses
    • Payment of Debts

Hotchpot Clauses

Legal And Practice Issues Panel Discussion

Presenters