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

LSO CPD: THE SIX-MINUTE Estates Lawyer 2019, April 29

THE SIX-MINUTE  Estates Lawyer 2019

CO-CHAIRS: Ian Hull, C.S., Hull & Hull LLP

Lisa Toner, Sorbara, Schumacher, McCann LLP

April 29, 2019

9:00 a.m. to 12:00 p.m.

Total CPD Hours = 2 h 30 m Substantive + 30 m Professionalism

Law Society of Ontario

Donald Lamont Learning Centre

130 Queen St. W.

Toronto, ON



9:00 a.m. – 9:05 a.m. Welcome and Opening Remarks

Ian Hull, C.S., Hull & Hull LLP

Lisa Toner, Sorbara, Schumacher, McCann LLP

9:05 a.m. – 9:12 a.m. Rules of Conduct and Conflict Issues for Solicitors

Suzana Popovic-Montag, TEP, Hull & Hull LLP

9:12 a.m. – 9:19 a.m. Joint Asset Planning

Clare Burns, WeirFoulds LLP

9:19 a.m. – 9:26 a.m. Common Issues on Applications for Certificates of Appointment and Recent Developments

Alison Minard, McCarthy Tétrault LLP

9:26 a.m. – 9:33 a.m. Unjust Enrichment – Update on the Caselaw Moore v. Sweet

Angelique Moss, Casey & Moss LLP

9:33 a.m. – 9:40 a.m. Question and Answer Session

9:40 a.m. – 9:47 a.m. Tips and Tools to Enhance an Estate Mediation

Kimberly Whaley, C.S., TEP, WEL Partners

9:47 a.m. – 9:54 a.m. In Terrorem Clauses

Holly LeValliant, Eisen Law

9:54 a.m. – 10:01 a.m. Appointments of Litigation Guardians

Susan Stamm, Counsel, Property Rights, Office of the

Children’s Lawyer, Ministry of the Attorney General

10:01 a.m. – 10:08 a.m. Taxation of Trusts Update

Kyle Lamothe, Thorsteinssons LLP

10:10 a.m. – 10:17 a.m. Calculating Dependant Relief Claims for Support

Carol Craig, Nelligan O’Brien Payne LLP

10:17 a.m. – 10:25 a.m. Question and Answer Session

10:25 a.m. – 10:45 a.m. Coffee and Networking Break

10:45 a.m. – 10:52 a.m. Voluntary Disclosure in Estate Matters

Paul Taylor, Borden Ladner Gervais LLP

10:52 a.m. – 10:59 a.m. Drafting Planning for Disabled Beneficiaries

Jonathan Keslassy, Keslassy Freedman Gelfand LLP

10:59 a.m. – 11:06 a.m. Limitation Periods in Estates and Passing of Accounts Proceedings

Lisa Filgiano, Miller Thomson LLP

11:06 a.m. – 11:14 a.m. Estate Administration Tax Update and Practice Tips

Jordan Atin, C.S., TEP, Atin Professional Corporation

11:14 a.m. – 11:20 a.m. Question and Answer Session

11:20 a.m. – 11:27 a.m. Tips on Taking Will Instructions and Reporting Letters to Clients

Jason Allan, Allan Law

11:27 a.m. – 11:34 a.m. Estates and Family Law Cross-Over Issues

Arieh Bloom, Tupman & Bloom LLP

11:34 a.m. – 11:41 a.m. Corroboration Evidence in Estate Matters

Brendan Donovan, Donovan Kochman LLP

11:41 a.m. – 11:48 a.m. Passing Accounts: Defining the Terms: Original Assets, Capital Receipts and Disbursements, Capital Revenue Receipts and Disbursements and Investment Accounts

Kathleen Robichaud, Law Office of Kathleen Robichaud

11:48 a.m. – 11:56 a.m. Dealing with Insolvent Estates

Elikem Deley, Sorbara, Schumacher, McCann LLP

11:56 a.m. – 12:00 p.m. Question and Answer Session

12:00 p.m. Program Ends

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