Avoiding Cross-Border Estate Pitfalls

Many clients today have property, bank accounts, and other assets in more than one province or country. These cross-border holdings can create hidden risks when drafting wills, powers of attorney, and other estate planning documents. This practical 90-minute webinar with experienced estates practitioner Rose Shawlee and associate Maria Starko will help you spot and manage multi-jurisdictional issues before they become problems. Drawing on real-world examples, Rose and Maria will address red flags to watch for, questions to ask during intake, and drafting and risk management strategies to help you avoid invalid documents, disputes, and professional liability.

You’ll learn how to:

• Identify red flags in client instructions
• Assess key jurisdictional pitfalls
• Avoid structuring and drafting mistakes that lead to foiled plans and disputes
• Plan for estates with property and people in multiple provinces or countries

Multi-jurisdictional issues are now a routine part of estate planning. Don’t miss this chance to boost your client counseling and drafting skills and better protect your clients and your practice from cross-border estate pitfalls!

Live webinar with chat includes 60 day replay. This program features real-time video of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A.