45 St. Clair Ave. West, Suite 600
Toronto, Ontario, M4V 1K9
Tel: (416) 925-7400 Fax: (416) 925-7464

Upcoming event: May 3 – The Six-Minute Estates Lawyer 2018 (Location Change)

Date: Thursday, May 3, 2018 (09:00 AM-12:00 PM)

Add this event to your calendar (Downloads an .ICS file)

CPD Hour(s)*: 2 h 30 m Substantive 30 m Professionalism

Location: Giovanni Room, U of T – Chestnut Residence and Conference Centre, 89 Chestnut Street, Toronto

Chair(s):
Marcia Green, Nelligan O’Brien Payne LLP
Ian Hull, C.S., Hull & Hull LLP

Description:

It’s difficult to stay on top of the rapid developments in estates and trust law, both legislative and new case law; it’s daunting to look back at what you might have missed. But you have no choice. Whether you’re a solicitor or a barrister—whether you’re advising individual clients about succession planning for their small farm, for example, or representing a large trust company—you need to keep up. Our Six-Minute format is designed to alert you to major changes provincially and is an ideal way to keep pace. Turn to our expert counsel for a comprehensive summary and analysis of legislative developments, recent case law, and best practices.

  • How can you increase the odds of achieving a successful outcome in mediation?
  • What are the pros and cons of certain spousal trust options?
  • How can you accommodate clients with cognitive impairments?
  • What special considerations apply to life insurance and RRSP beneficiary designations for minors?
  • How can you avoid conflicts between the roles of estate solicitor and estate trustee?​

Presenters:

  • Jordan Atin, C.S., TEP, Atin Professional Corporation
  • Clare Burns, WeirFoulds LLP
  • Carol Craig, Nelligan O’Brien Payne LLP
  • Justin de Vries, de VRIES LITIGATION LLP
  • Brendan Donovan, Wagner Sidlofsky LLP
  • Alexandra Mayeski, Mayeski Mathers LLP
  • Michael Morgan, Ross & McBride LLP
  • Daniel Pinnington, Vice President, Claims Prevention & Stakeholder Relations, Lawyers’ Professional Indemnity Company (LawPRO®)
  • Suzana Popovic-Montag, TEP, Hull & Hull LLP
  • Alexander Procope, Perez Bryan Procope LLP
  • Kathleen Robichaud, Law Office of Kathleen Robichaud
  • Satie Seeraj, Registrar and Supervisor of Court Opperations, Ontario Superior Court of Justice, Bankruptcy/Commercial, Estates and Assessments
  • Susan Stamm, Counsel, Property Rights, Office of the Children’s Lawyer, Ministry of the Attorney General
  • Debra Stephens, Firm Counsel to WEL Partners, WEL Partners
  • Paul Taylor, Borden Ladner Gervais LLP
  • Mary-Alice Thompson, C.S., TEP, Cunningham Swan LLP
  • Jason Ward, Wards Lawyers PC
  • Kimberly Whaley, C.S., TEP, WEL Partners

View Program Agenda (PDF)

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