- annotations, commentaries, and practical advice for every precedent
that will help you to understand clearly when and how to use them;
- an in-depth understanding of the process and insight into the correct use of precedents in estate and personal planning;
- a time-saving CD-ROM that allows you to access and use precedent material instantly;
- a list of all relevant legislation that provides you with pertinent statutory references in one place; and
- references to relevant case law that provides a solid foundation for your work.
You will also benefit from detailed chapters on:
- probate planning,
- mediation and arbitration clauses, and
- solicitor’s negligence
PLUS: Get the latest on developments to the Substitute Decisions Act, including new sections on “Planning for the Disabled” and “Investment Powers and Discretion of the Trustees.”
With a focus mainly on Ontario, Preparation of Wills and Powers of Attorney: First Interview to Final Report, Third Edition
is a practical guide that offers a comprehensive analysis of estate
planning law, from the initial meeting with a client to the conclusion
of estate and personal planning.
TopContent Summary
- Introduction
- Personal Data Sheet
- Wills: Sample Whole Will
- Wills: Precedents
- Probate Planning — NEW!
- Multiple and International Wills
- Codicils
- Mediation and Arbitration Clauses — NEW!
- Powers of Attorney
- Reporting, Billing, and Review
- Solicitor’s Negligence — NEW!
- Index
TopAbout the Authors
Mary L. MacGregor is a partner at Dickson MacGregor Appell LLP, and
concentrates her practice exclusively on wills, estates, trusts
(including native land claim trusts), family business planning,
personal tax planning, and estate litigation. She also conducts estate
mediation through the Centre for Estate Mediation, which she co-founded.
Ms MacGregor is a member of the Canadian Bar Association (Ontario),
the Toronto Lawyers Association, the Estate Planning Council of Toronto
(and is on its current Executive), and a Fellow of the American College
of Trust and Estate Counsel. A busy lecturer for many organizations,
she is also the co-author of O’Brien’s Encyclopedia of Forms, “Division V — Wills and Trusts,” published by Canada Law Book.
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