Beyond Common Intention: Aligning the Sham Trust Analysis with Equity’s Maxims, January 23, 2026, Grant Swedak & Kimberly Whaley

Motions And Orders for Directions in Passing of Accounts Applications: The Why, What & How, December 10, 2025, Emily Caza & Kimberly Whaley

Presentation: Francois v. Francois, 2025, ONSC 589, Case Comment, STEP Toronto, October 9, 2025, Emily Caza

Paper: Ontario Police Seminar - Elder Abuse: Civil and Criminal Remedies, April 15, 2025, Kimberly Whaley

Powers of Attorney and Guardianship: Non-Contentious and Contentious Matters, Osgoode PD, April 30, 2025, Kimberly Whaley

Presentation: Elder Law & The Power of Attorney: Misuse, Abuse, And Fraud, Elder Law Issues: An Introduction To Key Issues and Insights for Your Practice, CBA Newfoundland & Labrador Branch, Kimberly A. Whaley, February 10, 2025

Presentation: Ontario Police Seminar - Elder Abuse: Civil and Criminal Remedies, January 2025

"New Character Alert: The Rise of Arbitration, Advocates’ Society - Mediation And Arbitration: Transforming Estates Law", December 2, 2024, Kimberly Whaley

"2024 Key Decisions in Estate Litigation", November 6, 2024, Kimberly Whaley, Bryan Gilmatin, Ian Hull, Suzana Popovic-Montag

"Capacity Proceedings", Osgoode PD, October 25, 2024, Kimberly Whaley

"The Analogous Treatment of a Predatory Marriage in a Civil Law Jurisdiction Under The Quebec Civil Code Step, Italy Mental Capacity SIG, October 23, 2024, Kimberly Whaley & Marilyn Piccini Roy, Ad. E., TEP Robinson Sheppard Shapiro, Montreal

"Recognition of Foreign Guardianship Orders in Ontario Addressing the Legislative GAP", 27th LSO Estates and Trusts Summit, October 22, 2024, Bryan Gilmartin

"Resealing Foreign Guardianship Orders In Ontario The Evidentiary Threshold In Will Challenges Ontario’s Validating Provision In S. 21.1(1) Estates Case Law Updates", Prepared for Colloquium Sudbury, October 18-20, 2024, Bryan Gilmartin

"Recognition Of Powers Of Attorney And Guardianship Orders In Ontario, Florida, And New York", STEP Canada-Usa Conference, Chicago, October 6-8, 2024, Kimberly Whaley & Oliver O'Brien

"Resealing Foreign Guardianship Orders In Ontario: Prescribing A Solution To The Legislative Gap", STEP Canada-Usa Conference, Chicago, October 6-8, 2024, Bryan Gilmartin & Brett Book

"Finding Missing Beneficiaries", October, 2024, Kimberly Whaley

"Fraud & Scams in Wills, Estates and Powers of Attorney", Association of Certified Forensic Investigators of Canada (ACFI), September 24, 2024, Kimberly Whaley & Bryan Gilmartin

"Capacity to Instruct and Retain Counsel and Taking Instructions in Capacity Proceedings”, OBA Elder Law Day, June 20, 2024, Kimberly Whaley & Bryan Gilmartin

Presentation: CBA Elder Law Section: Frauds and Scams Targeting Older Adults, April 2024

"Powers of Attorney and Guardianship: Non-Contentious and Contentious Matters”, Osgoode Intensive Program in Wills & Estates, April 22, 2024, Kimberly Whaley

"Powers of Attorney and Guardianship: Non-Contentious and Contentious Matters Incapacity Planning and Powers of Attorney”, Osgoode Intensive Program in Wills & Estates, April 22, 2024, Bryan Gilmartin

"Dealing with Emotional and Grieving Clients", April 18, 2024, Kimberly Whaley

"Recognition of Foreign Guardianship Orders in Ontario - Addressing the Legislative Gap", April 7, 2024, Bryan Gilmartin

"Compensation and Passing of Accounts", April 2, 2024, Albert Oosterhoff

"A Gift, Trust, or Joint Tenancy? Understanding the Presumptions of Advancement & Resulting Trust and Principles Associated with Joint Tenancy", Ontario Legal Conference - Family, Estates and Real Estate Law Joint Tenancy and Trust Claims: Things to Watch out For, February 7, 2024, Kimberly A. Whaley

Paper: Canadian Centre for Elder Law: Predatory Marriages and the Capacity to Marry, November 2023

"Decisional Capacity with a focus on P.E.I.", LSoPEI CLE Webinar, October 24, 2023, Kimberly A. Whaley

"The Intersection of Criminal Law and Estates Law", LSO Estates and Trust Summit, October 19, 2023, Kimberly A. Whaley

"Concepts Of Ageism: Arguments In Favour Of The Need For Protections", Prepared for the Canadian Action Now Symposium Hosted by B’nai Brith Canada, July 8, 2023, Kimberly A. Whaley

"Compensation And Passing of Accounts", Osgoode Professional Development Passing of Accounts & Fiduciary Accounting, April 26, 2023, Albert H. Oosterhoff

"Reviewing Accounts: What Lawyers need to Look for – Tips & Traps Reviewing Accounts", Osgoode Professional Development Passing of Accounts & Fiduciary Accounting, April 26, 2023, Tracey Phinnemore

"Elder Abuse: Civil And Criminal Remedies", Canadian Bar Association Elder Law Online Symposium Elder Law in Canada, April 25, 2023, Kimberly Whaley

"Promises, Promises … From the Cradle to the Grave: The Intersection of Estates & Family Law", Cambridge Forum on Estate Planning & Litigation 2023, Panel #6, April 18, 2023, Speakers:Ambie Edgar-Chana (Edgar Chana Law), Kimberly A. Whaley (Whaley Estate Litigation Partners), Robert M. Halpern (Halpern Law Group)

"Contentious Guardianship Applications & Removals of Attorneys and Guardians", Osgoode Power of Attorney and Guardianship program, April 19, 2023, Kimberly A. Whaley

"Contentious Guardianship Applications & Removals of Attorneys and Guardians", Osgoode Power of Attorney and Guardianship program, April 19, 2023, Bryan Gilmartin

"Keeping Pace with Digital Assets - A case study on digital assets and fiduciary access: Potential Risks and Liabilities for the Estate Practitioner", STEP Digital Assets Special Interest Group Spotlight Conference, December 9, 2022, Kimberly A. Whaley

"Canadian Lawyer Webinar: Child Proofing Your Will", November 24, 2022, Kimberly A. Whaley, Ian M. Hull, Jordan Atin

Presentation: "Canadian Lawyer Webinar: Child Proofing Your Will", November 24, 2022, Kimberly A. Whaley, Ian M. Hull, Jordan Atin

"Contentious Estates Update", 2022 ILCO 30th Annual Conference, November 2 – 4, 2022, Kimberly A. Whaley

Presentation: "Contentious Estates Update", 2022 ILCO 30th Annual Conference, November 2 – 4, 2022, Kimberly A. Whaley

"Capacity to Retain and Instruct Counsel", 2022 ILCO 30th Annual Conference, November 2 – 4, 2022, Bryan Gilmartin

"Transfers for No Consideration - Real Estate Transfers and Powers of Attorney", Sudbury Colloquium Legal Conference, October 20-21, 2022, Bryan Gilmartin

"Transfers for No Consideration - Real Estate Transfers and Powers of Attorney", Sudbury Colloquium Legal Conference, October 20-21, 2022, Bryan Gilmartin

"Dealing with Tricky Digital Assets, Law Society of Ontario, Estates & Trust Summit", October 20, 2022

"The Capacity to Marry and Predatory Marriages", Law Society of Ontario, Estates & Trust Summit, October 19, 2022, Kimberly A. Whaley

"Capacity to Marry in Canada: Cross-Provincial Examination", Law Society of Ontario, Estates & Trust Summit, October 19, 2022, Kimberly A. Whaley

"Revocation of Will Legislation: Cross-Provincial Examination", Law Society of Ontario, Estates & Trust Summit, October 19, 2022, Kimberly A. Whaley

"Finding Missing Beneficiaries", Kimberly A. Whaley, updated by Rebecca Betel and Brett Book, October 6, 2022

"Evaluating Costs Awards in Estate Litigation", Bryan Gilmartin, October 6, 2024

"Evaluating Costs Awards in Estate Litigation - Presentation", Bryan Gilmartin, October 6, 2022

"Best Practices in Estate Mediation and Documenting the Settlement, The Essential Guide to Estate Dispute Mediations: Unique Challenges, Creative Solutions for Lawyers", Kimberly A. Whaley, September 29, 2022

"Predatory Marriages", The Osgoode Certificate in Elder Law, Kimberly A. Whaley and Albert H. Oosterhoff, April 7, 2022

"Ontario Police Seminar - Elder Abuse: Civil and Criminal Remedies", Kimberly Whaley, June 16, 2021

"Ontario Police Seminar - Elder Abuse: Civil and Criminal Remedies", Kimberly Whaley, June 16, 2021

"Elder Abuse Prevention Ontario Webinar Presentation: Abuse of Powers of Attorney – What can be Done?", Denise Hannivan, Office of the Public Guardian and Trustee (OPGT) Investigator, Rebecca Redmond, Office of the Public Guardian and Trustee (OPGT) Investigator, Kimberly Whaley, June 9, 2021

"Social Media & Tech Implementation", Kimberly Whaley, June 1, 2021

"Powers of Attorney Capacity and the Role of an Attorney for Property and Personal Care", Kimberly Whaley & Laura Tamblyn Watts, May 27, 2021,

"Medical Assistance in Dying: What You Need to Know About the New Maid Regime", Law Society of Ontario The Six-Minute Estates Lawyer, Kimberly Whaley, May 13, 2021,

"Powers of Attorney and Guardianship: Non-Contentious and Contentious Matters", Osgoode Professional Development, Kimberly Whaley, April 27, 2021

"Powers of Attorney", Kimberly Whaley, February, 2020

"Litigants with Capacity Issues, OBA Ethics, Civility and Professional Responsibility in the Courtroom, Mediation and Beyond", Kimberly Whaley, November 22, 2019

"Elder Abuse: Civil and Criminal Remedies, Bridging the Gap: Elder Law for Everyone", Canadian Centre for Elder Law Conference, Kimberly A. Whaley, November 14-15, 2019

"A Review of Testamentary Capacity in Canada with Reference to Recent Cases", Isaac Pitblado Lectures, Winnipeg, Albert H. Oosterhoff, November 8, 2019

"Capacity and Predatory Marriages - A Cross Canada Perspective", Isaac Pitblado Lectures, Winnipeg, Kimberly Whaley, November 8, 2019

"Summit on Aging: Demographics & Elder Abuse Uncovered & Understood", Fleming College, Kimberly A. Whaley, November 6, 2019

"What You Need to Know About Predatory Marriages", Law Society of Ontario Estates & Trust Summit, Kimberly Whaley, October 16, 2019

"Best Practices in Estate Mediation and Documenting Settlement", Osgoode Professional Development, Kimberly Whaley, June 5, 2019

"Finding Missing Beneficiaries", Kimberly A. Whaley, Estate Litigation: A Practical Guide for Legal Professionals, Osgoode Professional Development, May 28, 2019

"Costs in Estate Litigation, Kimberly A. Whaley, Estate Litigation: A Practical Guide for Legal Professionals", Osgoode Professional Development, May 28, 2019

"Predatory Marriages and Financial Abuse of Elders", Kimberly A. Whaley, Albert Oosterhoff, National Association of Public Trustees and Guardians 2019 Conference, May 27, 2019

"Resolution of Estate and Trust Disputes: Mediation & Alternative Dispute Resolution in Canada", Kimberly A. Whaley, International Academy of Estate and Trust Law (IAETL), Tokyo, Japan, May 18-19, 2019

"Reviewing Accounts: What Lawyers Need to Look For, Osgoode PD Passing of Accounts & Fiduciary Accounting", Tracey Phinnemore, April 30, 2019

"Tips and Tools to Enhance an Estate Mediation", Kimberly A. Whaley, Law Society of Ontario Six-Minute Estates Lawyer, April 29, 2019

"Parent/Adult Child and Sibling Struggles", Kimberly A. Whaley, Osgoode Elder Law Certificate Program, February 26, 2019

"Will Challenges and Related Estate Claims", Kimberly Whaley, Updated January, 2019

"Presentation - Financial Elder Abuse: Civil vs. Criminal Remedies", The Professional Advisory Group of the Baycrest Foundation Breakfast Seminar, November 7, 2018

"Paper - Financial Elder Abuse: Civil vs. Criminal Remedies", The Professional Advisory Group of the Baycrest Foundation Breakfast Seminar, November 7, 2018

"Elder Abuse: Civil vs. Criminal Remedies", Estate Planning Council of Toronto, November 6, 2018

"Undue Influence in Inter Vivos Transactions and Transfers", Law Society of Ontario Estates and Trusts Summit, Kimberly A. Whaley, October 10, 2018

"Master Class - Concepts of Ageism: Arguments in favour of the need for protections", International Federation of Aging (IFA), 14TH Global Conference, August 7, 2018, Kimberly Whaley

PPT presentation: "Master Class - Concepts of Ageism: Arguments in favour of the need for protections", International Federation of Aging (IFA), 14TH Global Conference, August 7, 2018, Kimberly Whaley

"Family Law for the Dead: Spousal Claims against Estates", B'nai Brith Trusts and Estates 2018: Estate Tax Planning Gone Awry, May 30, 2018, Kimberly Whaley

"Predatory Marriages", STEP National Confeence, May 29, 2018, Kimberly Whaley & Albert Oosterhoff

"A Lawyer’s Duties and Obligations Where Capacity, Undue Influence, and Vulnerability are at Issue in a Retainer", STEP National Conference, May 29, 2018, Kimberly Whaley

"Predatory Marriages & Powers of Attorney for Property and Personal Care: The Good, the Bad, and the Ugly", STEP National Conference, May 29, 2018, John Poyser

"Predatory Marriages", Six Minute Estate Lawyer, May 3, 2018, Kimberly Whaley

"Hotchpot Clauses", Six Minute Estate Lawyer, May 3, 2018

"Understanding the Health Care Consent Act: Informed Consent and Advance Care Planning", Osgoode Hall, Managing Consent & Capacity Issues in Wills & Estates Practice, March 27, 2018, Mark Handelman

"Civil and Criminal Remedies - Elder Abuse", Iranian Canadian Legal Professionals Conference, March 9, 2018, Kimberly Whaley

"Toronto Police Seminar, Civil and Criminal Remedies, Elder Abuse", March 9, 2018

"Parent/Adult Child and Sibling Struggles", Osgoode Elder Law Certificate Program, March 6, 2018, Kimberly Whaley

"Passing of Accounts/Fiduciary Accounts", Osgoode Hall Passing of Accounts and Fiduciary Accounting program, February 13, 2018, Albert Oosterhoff

"Pecore Last 10 Years – Review of Appellate Decisions Citing Pecore – Parent /Adult Child Gratuitous Transfers – Estate Context", 2017, Kimberly Whaley

"Predatory Marriages", CBA – 2017 Annual Conference, Halifax, Nova Scotia, Advising the Elderly Client, November 30, 2017, Kimberly Whaley, Albert H. Oosterhoff

"Advising the Advisors: Incapacity, Powers of Attorney & Abuse, The Financial Advisors Association of Canada-ADVOCIS", October 19, 2017, Kimberly Whaley

"Elder Abuse and Manners of Protecting the Elderly", STEP Canada, Toronto Branch, Elder Abuse and Ways of Protecting the Elderly, October 18, 2017, Kimberly Whaley

"Equitable Remedies for Elder Abuse: A Case Law Review", STEP Canada, Toronto Branch, Elder Abuse and Ways of Protecting the Elderly, October 18, 2017, Albert H. Oosterhoff

"The Seeley’s Bay Case: What Constitutes Financial Abuse of Residents in a Retirement Home?", STEP Canada, Toronto Branch, Elder Abuse and Ways of Protecting the Elderly, October 18, 2017

"Constitutional Issues in Indigenous Estates and Succession Law: Crown Paternalism under the Indian Act", LSUC 20th Annual Estates and Trusts Summit, October 16, 2017

"Locus of Title in and Unadministered Estate andthe Law of Assent", LSUC 20th Annual Estates and Trusts Summit, October 16, 2017, Albert H. Oosterhoff

"Primer on Standardized Cognitive Functioning Testing", LSUC 20th Annual Estates and Trusts Summit, October 16, 2017, Kimberly Whaley, Ken Shulman, Ian Hull, and Dr. Adrian Owen

"Civil, Criminal and Equitable Remedies", Toronto Police Seminar, October 6, 2017, Kimberly Whaley

"Compensation and Passing of Accounts", The Law Society of Upper Canada Practice Gems: Administration of Estates 2017, September 29, 2017, Albert H. Oosterhoff

"Discovery or Surgical Strike: Effective Preparation for Non-Party Examinations", The Advocates' Society, September 29, 2017

"Recognizing Issues of Interpretation and Construction, Rectification, and Variation", LSUC, Practice Gems: Administration of Estates 2017, September 29, 2017

"Undue Influence: Estates & Trusts Context", PEI Branch and Law Society of PEI, Professional Development Day, June 23, 2017, Kimberly A. Whaley

"Solicitor's Negligence: Estates And Trust Context", PEI Branch and Law Society of PEI, Professional Development Day, June 23, 2017, Kimberly A. Whaley

"Attacking and Defending Gifts", CBA PEI Branch, PEI Branch and Law Society of PEI, Professional Development Day, June 23, 2017, Kimberly A. Whaley

"Overview of Decisional Capacity: Estates & Trusts Context", CBA PEI Branch, PEI Branch and Law Society of PEI, Professional Development Day, June 23, 2017, Kimberly A. Whaley

"Pecore v. Pecore: A Discussion 10 Years Later", Estate Planning and Litigation Forum, April 23, 2017, Kimberly A. Whaley

"Parent/Adult Child and Sibling Struggles", Osgoode Elder Law Certificate Program, April 20, 2017, Kimberly A. Whaley

"Civi and Criminal Remedies Elder Abuse", OBA Elder Law, Financial Abuse Of The Older Client: Practical Legal Strategies To Prevent And Respond To The Exploitation Of Seniors, March 7, 2017, Kimberly A. Whaley

"Nature and Origin of the Law of Undue Influence: Attacking Wealth Transfers", Legal Education Society of Alberta, March 1 & 8, 2017, Kimberly A. Whaley

"Passing of Accounts / Fiduciary Accounts", Osgoode PD, February 9, 2017, Kimberly A. Whaley

"Passing of Accounts & Fiduciary Accounts", Osgoode PD, February 9, 2017, Nancy Partick & Birute Lyons

"Police College Seminar: Elder Abuse Investigators Course", February 2, 2017, Kimberly A. Whaley

"Elder Law: Marriage, Divorce & Predatory Marriages", OBA Law and the Older Adult Client, November 16, 2016, Kimberly A. Whaley and Albert Oosterhoff

"Solicitors' Negligence: Estates and Trusts Context", 19TH LSUC Annual Trusts and Estates Summit, November 3, 2016, Kimberly A. Whaley

"Capacity and Undue Influence", 19TH LSUC Annual Trusts and Estates Summit, November 3, 2016, John Posyer

"The Discrete Functions of Courts of Probate and Construction", 19TH LSUC Annual Trusts and Estates Summit, November 3, 2016, Albert Oosterhoff

"Attacking and Defending Gifts", STEP Toronto October 19, 2016 Kimberly A. Whaley

"Guardians of Property: The Who, the What, the Why", Presented to RBC Wealth Management, Estate & Trust Services, October 13, 2016

"Disputes Over What Remains: Bodies, Burial, Ashes, and New Developments", Law Society of Upper Canada, Practice Gems – The Administration of Estates, September 20, 2016, Kimberly A. Whaley

"Competing Fiduciary Obligations", STEP Toronto Program, May 18, 2016, Albert H. Oosterhoff

"Parent/Adult Child and Sibling Struggles", Osgoode Elder Law Certificate Program, April 19, 2016, Kimberly A. Whaley

"Ontario Police College Conference Elder Abuse Investigators Course", April 26, 2016, Kimberly A. Whaley

"Predatory Marriages: Legal Capacity to Marry and The Estate Plan, March 18, 2016, Presented to Barreau Du Quebec - Développements Récents en Successions et Fiducies / Recent Developments on Estates and Trusts", Kimberly A. Whaley

"Decisional Capacity-the Lawyer’s Role & Its Importance", March 2, 2016, Presented to Low Murchison Radnoff LLP Estates and Succession Group, Kimberly A. Whaley

"New Spouse / Old Money: Claims Arising Out of Later in Life Partnerships", February 4, 2016, Kimberly Whaley

"New Spouse/Old Money: Predatory Marriages", February 4, 2016, Kimberly Whaley

"Fiduciary Challenges and Ethical Obligations When Dealing with Older Adult Clients, PMAC Lawyers Network", December 9, 2015, Kimberly Whaley and Elena Hoffstein

"Attacking and Defending Inter Vivos and Testamentary Gifts", STEP Calgary, November 25, 2015, Kimberly Whaley

"Blood Rules on Intestacy: Peters Estate (Re) 2015 ABQB 168, STEP Toronto Connection Newsletter", November, 2015, Kimberly Whaley

"Legal Capacity to Marry, Co-Habit, Separate and Divorce and Predatory Marriages", CCEL Conference, Vancouver, BC, November 13th, 2015, Kimberly Whaley

"New Spouse / Old Money: Claims Arising Out of Later in Life Partnerships", Osgoode Professional Development, Advising the Elderly Client, Kimberly A. Whaley, November 5, 2015

"Undue Influence", 18th Annual Estates and Trusts Summit, Law Society of Upper Canada, Kimberly A. Whaley, October 2015

"Crowdfunding and the Law of Trusts", 18th Annual Estates and Trusts Summit, Law Society of Upper Canada, Professor Emeritus Albert Oosterhoff, October 2015

"Legal Capacity to Marry, Co-Habit", Separate and Divorce, CBA Elder Law – Alberta Branch, Ocotber 2015

"When Is It Legal To Die In Canada?", Mark Handelman, Scarborough Hospital Annual Geriatric Education Day, June 2015

"Legal Capacity To Marry, Co-Habit, Separate And Divorce", LSUC Family Law And The Elderly Client, June 2015

"Assisted Suicide in Canada, What Does the Law Mean Now?", 10th Annual NICE Knowledge Exchange, May 2015

"Elder Financial Abuse", Ontario Police College Elder Abuse Conference, May 2015

"Attacking Inter Vivos Gifts: Why They May Stand Or Fail", April 2015

"Capacity and the Elder Real Estate Client – A Medico-Legal Perspective", April 2015

"Parent / Adult Child and Sibling Struggles", April 2015

"Overview of Decisional Capacity: Indicators, Red Flags, and Assessments", February 2015

"Guardianship – Dealing With Minors And Adults Under Disabilit"y, January 2015

"Why Mediation Works", November 2014

"Where There’s (Not) A Will: Intestacies, Partial Intestacies and Remedies", October 2014

"Predatory Marriages: Legal Capacity To Marry And The Estate Plan", October 2014

"Advising the Advisor", October 2014

"Overview of Decisional Capacity: Indicators, Red Flags and Assessments", September 2014

"Until Death Do Us Part? Estate Claims Arising Out of (Re) Partnerships: A Cross Provincial Perspective", August 2014

"Responsibility of Professionals in Identifying and Addressing Issues of Undue Influence", June 2014

"Predatory Marriages: Legal Capacity to Marry and the Estate Plan", May 2014

"Responsibility of Solicitors Concerning Undue Influence Issues", April 2014

"Spousal Claims Against the Estate and Other Claims Arising Out of Remarriage", February 2014

"Powers of Attorney and Undue Influence: Planning for Incapacity – What did the Courts say in 2013?", January 2014

"Spousal Claims against Estates and Other Claims Arising out of Remarriages", November 2013

"Financial Abuse of the Older Adult: Are We Doing Enough?", October 2013

"The Other Side of the Coin: Personal Care and the Estate Lawyer", October 2013

"Statutory Protection of Older Adults in Canada: A Difficult Balance", October 2013

"Undue Influence Checklist: Estates and Related Matters", August 2013

"Comparing the Various Standards of Decisional Capacity", August 2013

"End of Life Decisions: What do Lawyers Owe Their Clients?", June 2013

"Capacity to Marry, Predatory Marriages and the Practice Tips", June 2013

"Estate Litigation: Important Updates and Overview of Recent Case Law on Costs in Passing of Account Applications", June 2013

"Limitation Periods in Estate and Trust Litigation", June 2013

"Estates Cases & the Remedial Constructive Trust, Kimberly A. Whaley and Helena Likwornik Presented to OBA, Constructive Trusts and Resulting Trusts 2007", October 19, 2007