Seminar

Jul
23
2024

Your Estate Planning File: From Retainer to Reporting Letter – Ontario Bar Association

Associate Sanaya Mistry will speak during Your Estate Planning File: From Retainer to Reporting Letter, a program that will be hosted by the Ontario Bar Association's Trusts and Estates Law Section and Young Lawyers Division on Tuesday, July 23, 2024.

Careful planning and good drafting are essential to ensuring a testator’s intentions are fulfilled. Join the program's outstanding faculty for advice and insights into the key issues in estate planning. Learn how to manage your clients’ expectations, limit your liability, and avoid costly errors.

Sanaya will speak during the final session of the program, "Finalizing the Will and Next Steps", which will focus on signing the will and other execution requirements, obligations in storing wills and POAs, parting advice to clients regarding updating/changing wills and other crucial considerations, and what to include in your reporting letter.

For more information and to register, click here.

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Event Details
Date: July 23 Time 9:00 am - 1:00 pm
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