Agenda - September 25th, 2018

9:00

Welcome and Introduction by PBLI

9:05

Chair's Welcome and Introduction

 

Sally Dennis

Farris, Vaughan, Wills & Murphy LLP

 

  • An overview of the day
  • The international experience

 

9:25

Innovative or Ineffective? How WESA Stacks Up

 

Richard Weiland

Clark Wilson LLP

 

Amy Mortimore

Clark Wilson LLP

 

  • An overview of WESA's notable changes
  • What has WESA really changed about the way we practice?
  • Have the main objectives of WESA been achieved?

 

10:20

Questions and Discussion

10:30

Refreshment Adjournment

10:45

Multiple Wills

 

Emma A. McArthur

Farris, Vaughan, Wills & Murphy LLP

 

  • When are multiple wills a good idea?
  • How did WESA help?
  • Practical tips: drafting and dealing with the probate registry

 

  11:10

Questions and Discussion

  11:15

Napkins & Notes: WESA Sections 58 and 59

 

Amy Francis

Legacy Tax + Trust Lawyers

 

  • Case law update
  • Practical advice for will-makers and for executors

 

  12:05

Questions and Discussion

  12:15

Networking Lunch

   1:15

Administering Estates Under WESA

 

Michelle L. Isaak

DLA Piper (Canada) LLP

 

  • What has changed for personal representatives?
  • Practical tips for navigating the process

 

   2:05

Questions and Discussion

   2:15

Refreshment Adjournment

   2:30

Tax Rectification in Disguise?
 

Josh Schmidt

Schmidt & Gilmour Tax Law LLP

 

  • Using wills variation legislation to rectify tax errors
  • Supreme Court of Canada's stance on rectification

 

   2:55

Questions and Discussion

   3:00 The Practicalities of Probate Under WESA
 

Andrea E. Frisby

Legacy Tax + Trust Lawyers

 

Jeffrey Bichard

Legacy Tax + Trust Lawyers

 

  • How the process has changed
  • The practical impact of WESA on probate applications
  • Tips for navigating the new regime

 

   3:50 Questions and Discussion
   4:00 Chair's Closing Remarks - Program Concludes