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When Estates and Family Law Matters Overlap

How to Spot Trouble and What to Do

Created byToronto Lawyers Association
BeginnerUpdated Apr 7, 2023

What You'll Learn

  • check_circleIdentify key estate and family law overlaps.
  • check_circleAnalyze retainer agreements in dual practice.
  • check_circleDiscuss confidentiality in joint client matters.
  • check_circleLearn to manage potential conflicts of interest.
  • check_circleDraft effective retainer & reporting letters.
  • check_circleExplore capacity assessments in estate planning.

About This Course

The family unit is ever changing and transforming. Lawyers practicing in either family law or estates law must be aware of the impact their advice can have in the many areas of a client’s life.

Questions arise, such as:

  • Should a lawyer act for one party in a domestic contract and then draft wills for both parties if the clients consent?
  • What types of instructions should be acknowledged in writing?
  • What should be included in a checklist for security for support after death for Separation Agreements?
  • Who is the "spouse" of a deceased for pension rights and for Succession Law Reform Act (SLRA) claims?
  • What is the effect of a pension survivor benefit on SLRA claims?
  • What can we learn from Carrigan (Version 4 from the Divisional Court)?

 

Join seasoned Family and Estates lawyers who will discuss these and other common pitfalls and solutions.

Presenters

  • Jordan Atin
  • Steven Benmor
  • Melanie Manchee

Course Content

1 activity • 1 videos • duration: 1h 31m

remove
Section 11 videos • 1.5 hours
  • videocamWhen Estates and Family Law Matters Overlap: How to Spot Trouble and What to Do
    Duration 91:16

Your Instructor

Toronto Lawyers Association

Toronto Lawyers Association

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For more than 135 years, the Toronto Lawyers' Association, located within the Courthouse Library, has represented the interests of lawyers practising in the City of Toronto. The association was founded to support its members in three key areas: Knowledge, Advocacy, and Community.To uphold these pillars, the association offers a year-round mix of online and in-person education programs for lawyers, hosts both free and paid events to foster in-person networking, and submits advocacy pieces on behalf of its members to the Ontario bench and bar, all levels of government, and the broader public.

Credit Information

What Students Are Saying

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Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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