Kicking off the New Year with some professional Updates
With the Estate Planning Council of Canada
bringing together unique and engaging educational sessions showcasing the benefits of infusing best practices from the many domains of Estate Planning.
Information / Registration: https://lnkd.in/ev2UVxG9
1. The Last Act - Closing the Book on Your Finances
Kimberley Short, CIM, CFP, FCSI, MFA-P, TEP and Larry Short, CPA, CGA, CIM, CFP® Short, CPA, CGA, CIM, CFP will present their new book “The Last Act” (commissioned by CPA Canada Financial Literacy Committee) and how it can help you help your clients overcome their procrastination. Many prospective clients are intimidated by industry jargon and view estate planning as an enormous project that is never urgent. The book is an easy read to educate them to understand and appreciate your specific expertise, the need for immediate action, and empower them with just enough knowledge so that they are not intimidated. The book is that soft intro you can use to help clients overcome their hesitation and make 2023 the year they get their act together. And it’s a great way for you to launch 2023 to make it your best year ever.
2 • Power of Attorney Review (Personal~Health~Property)
Raphael T., LL.B, MBA, Partner and head of Gowling WLG Private Client Services group in Vancouver and Toronto.
3 • Eight Steps To Succession Success for a Family Business
Chris Delaney LL.B TEP FEA Delaney, LL.B, TEP, FEA - Keynote Speaker, Family Business Consultant, Business Succession Advisor, Intergenerational Family Wealth Consultant, Author, Podcaster
4 • Near Death Decisions & Deathbed Wills
Justin de Vries, Principal at de VRIES LITIGATION LLP
Justin has chaired and lectured at various continuing legal education programs regarding estate, trust and capacity matters. Justin has both mediated and arbitrated disputes and appeared before all levels of the Ontario Court, the Federal Court, and litigated Supreme Court of Canada leave applications.
5 • Adding Value to Your Estate Planning Practice
Li Zhang, Join CPA Canada as they talk about their award-winning financial literacy program, how to get involved with their Community Connect program, and utilizing their library of resources that can enrich your practice and add value to your clients.
Who Should Attend?
Lawyers, Accountants, Financial Planners and Insurance Advisors, Trust Officers, Philanthropy Advisors and other professionals who want to help clients create more meaningful, more positive, and more effective plans.
3.0 continuing professional education credits for the five sessions accredited by the BC Law Society and CFP and MFDA. Credit with other governing bodies is yet to be determined.
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Registration $99
No Charge for Estate Planning Council of Canada Members
Guests are welcome - this event is for professional Advisors only.
Membership Information: https://lnkd.in/g4fQcbE
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The Last Act: Closing the Book on Your Finances https://a.co/d/eJHK5Ys
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Photocopies of wills: What happens when you cannot locate the original
The general rule for probating a will is that you must submit the original will to the court. You simply cannot send a photocopy of the will to the court as if it were an original. There is a presumption in estates law that if the original will cannot be located, it is because the testator intentionally destroyed his or her will. While probating a copy of a will is not necessarily impossible, it is not a simple procedure.
Generally, there are two options when the original will cannot be located and you are left with a photocopy. To try and overcome the presumption about the intentional destruction of the will, the estate trustee and/or beneficiaries will have to submit an application to the court to “prove” that the copy you have in your position is in fact a valid copy of the will. This could be proven through the use of affidavit evidence about conversations the deceased may have had with the family about their testamentary intentions, or correspondence about the will with the deceased’s lawyers as well as any corresponding notes to file the lawyer has in their possession.
The second option is to apply to the court to appoint an administrator. If there is no original will, there can be no executor. Instead, the court can appoint an administrator who will carry out the terms of the will. Rather than proceeding as if there were no will and treat the estate as intestate, it is possible a judge may consider an application to appoint an Administrator with the will annexed.
It is important to note that in situations where there is more than one individual with a financial interest in the estate and there is conflict over the contents of the will, the process can be even more difficult. The estate trustee or beneficiaries will be required to commence court proceedings in order to obtain the advice and direction of the court with respect to any contested issues and leave it for a judge to decide how to proceed with the administration of the estate.
It is important to ensure that the original copy of your will is left in a safe place and that your estate trustee and/or beneficiaries know where it can be located on your passing. Doing so will reduce any difficulties administering your estate.
https://www.investmentexecutive.com/news/industry-news/disinherited...