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Program Details

Testamentary Capacity – New and Best Practices

Content Partner: West LegalEdcenter, in partnership with Carswell

Price:	$90.00*

This program is no longer available.

* Applicable Membership or Subscription discounts will be added in your shopping cart

Description: Learn advanced techniques to assess capacity and undue influence during Will planning engagements. Included topics will include:

•Tear-Away Wills
•Active Assessment Techniques
     •Recovered capacity
     •Charts & Graphs
     •Gearing complexity of Will to capacity level
     •Manipulating the interview circumstances
•Confidential Codicils Reversing

This webinar will be of use to lawyers not only in Canada but also in other common-law jurisdictions including the United States.

Speaker:
John Poyser is a partner with the law firm Tradition Law LLP, Estates and Trusts in Winnipeg. He is also principal of The Wealth & Estate Law Group in Calgary. He sits as a member of the Worldwide Council of the Society of Trust and Estate Practitioners (STEP). He is also a past chair of the Wills, Estates and Trusts Section of the Canadian Bar Association (CBA).

John is the author of Capacity and Undue Influence, a textbook for Carswell dealing with will and gift challenges. He is also the co-author of a textbook entitled Taxation of Trusts and Estates, A Practitioner’s Guide, now in its eighth edition, helping accountants and lawyers deal with income tax and planning issues arising out of trusts and estates, and the Trust Tax Return Guide 2014 Edition.


Practice Areas:		Estate Planning & Probate

Online Media Type:		Audio

Production Date:		09/08/2014 12:00 PM EDT

Level:		Intermediate

Category:		Standard

Duration:		1 Hours, 0 Minutes

Online Format:		Live

Course Type:		Public

Click here for information on subscription discounts and Group Viewing opportunities.

Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.

If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance. Credit totals for other formats are for complete programs. Partial credit is not available for any online or downloadable format.

West LegalEdcenter will not provide accreditation for states not listed.

CLE Scholarship information
Tuition Assistance for legal professionals taking our programs. Learn more about the program.

This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing west.wlec-sales@thomson.com.

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Credit Eligibility:

Click on the jurisdiction to view credit eligibility details for this program

AK, AR, AZ, BC, CA, CEU, CO, CPE-NASBA, HI, ME, MO, MT, ND, NH, NJ, NM, NY-EXPER, OK, ON, PA, QC, VI, VT, WV

Alaska

Total Credits: 1

Specialty Credits:

Status: Reciprocal Credit Available

Expiration: N/A

Training Type: Online

West LegalEdcenter provides accreditation as described here. You may be able to self apply for credits in states not listed.

Request credits for a state not listed.

Check your state requirements and get contact information.

Speakers:

•	John Poyser - Partner, Tradition Law LLP, and Principal, The Wealth & Estate Law Group


	This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.