Powers of Attorney and Guardianship: Non-Contentious and Contentious Matters, April 22, 2024, Kimberly Whaley

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

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

Paper: 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

Paper: 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

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

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

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

Paper: Dealing with Tricky Digital Assets, Law Society of Ontario, Estates & Trust Summit, October 20, 2022, Daniel Paperny

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

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

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

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

Paper: Evaluating Costs Awards in Estate Litigation, Bryan Gilmartin, October 6, 2022

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

Paper: 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

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

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

Pesentation: Ontario Police Seminar - Elder Abuse: Civil and Criminal Remedies, Kimberly Whaley, June 16, 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, Andrea McEwan and Erin Cowling

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, Andrea McEwan and Erin Cowling

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 & Alexaner Swabuk

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, Debra Stephens

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 and Kate Stephens

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, Kate Stephens

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, Debra L. Stephens

Recognizing Issues of Interpretation and Construction, Rectification, and Variation, LSUC, Practice Gems: Administration of Estates 2017, September 29, 2017, Debra L. Stephens and Kate Stephens

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 & Heather Hogan

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

Predatory Marriages: Legal Capacity To Marry And The Estate Plan, CBA Will, Estate and Trust Fundamentals for Estate Practitioners, 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 Disability, 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