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Supplemented book + Online
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1 volume looseleaf filed to date
5-Ring Binder
Canada Law Book

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O'Brien's Encyclopedia of Forms, Eleventh Edition - Wills and Trusts, Division V - Print + Online
Availability: Temporarily out of stock

Editors: Mary L. MacGregor, Jennifer A. Pfuetzner, and Ambie Edgar-Chana

Internet version included with your print subscription

O'Brien's Encyclopedia of Forms, Eleventh Edition is a comprehensive collection of forms and precedents covering a broad range of legal subjects. It provides, both in looseleaf and electronic formats, thousands of documents that can be easily customized to suit your individual needs. Each topical division includes authored commentary.

O'Brien's – Wills and Trusts, Division V is your one-stop source for forms and precedents relating to your estate planning practice. This service includes a collection of legal precedents, including entire wills, as well as hundreds of clauses to be inserted as required. It includes 12 complete inter vivos trust agreements along with more than 40 optional trust clauses. Marriage contracts, powers of attorney and materials on planning for people with disabilities, planning for probate and drafting multiple wills are also important components of this work. It includes commentary on the subject area in question, to provide context for the precedents.

With the Internet version, easily search for agreements and clauses, integrate and customize them into documents and email them to your clients.

Master Subject Index is available in both print and online.

About the Author
Mary L. MacGregor is a partner at Dickson MacGregor Appell LLP, Toronto, concentrating her practice exclusively in the areas of wills, estates, trusts (including native land claim trusts), family business planning, personal tax planning and estate litigation. Ms. MacGregor is a member of the Canadian Bar Association (Ontario), the Toronto Lawyers Association, she is a privileged member and past president of the Estate Planning Council of Toronto, a member of the Society of Trust and Estate Practitioners, and a Fellow of the American College of Trust and Estate Counsel. She is a past Chair of the Law Society's Certification of Specialists Program for Estate Practitioners. Ms. MacGregor has lectured in estate and succession law at Osgoode Hall Law School and has taught the estate planning and administration section of the Bar Admission Course for the Law Society. A busy lecturer for many organizations, she is also the author of Preparation of Wills and Powers of Attorney: First Interview to Final Report, Third Edition (Canada Law Book), and is an editor of O'Briens Encyclopedia of Forms, Wills and Trusts Division V.
Jennifer A. Pfuetzner is an estates and trusts lawyer practising with the law firm of Taylor McCaffrey LLP, Winnipeg. Ms. Pfuetzner has taught and written extensively in her field. She has lectured in trust law at Osgoode Hall Law School, taught the estate planning and administration section of the Bar Admission Course for the Law Society of Upper Canada and presented papers at continuing legal education forums, such as the Ontario Bar Association, the Law Society of UpperCanada and the Society of Trust and Estate Practitioners.

Ambie Edgar-Chana advises clients on tax-efficient will and estate planning, business succession planning, family and alter-ego trusts, and estate administration. She is the Principal of Edgar Chana Law, an estate and trust law boutique firm that she established in 2013, and is a frequent speaker at estate and trust education programs. Ambie is the author/editor of O’Brien’s – Wills and Trusts, Division V, one of the foremost resources for estate planning lawyers, a member of the Society of Estate and Trust Practitioners ("STEP"), and holds her Trust and Estate Practitioner ("TEP") designation. She also sits on the Board of Directors of the Estate Planning Council of Toronto as the Membership Chair, and is the former Continuing Legal Education Liaison for the Ontario Bar Association's Estates and Trusts Executive.