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19th Annual Estates and Trusts Summit (Day Two)
Click here for Day One information

Date

Friday, November 4, 2016 (09:00 AM-04:30 PM)

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

CPD Hour(s)*
5 h 30 m Substantive
1 h Professionalism

Additional Information

Page Count: 310

* Remember: You must attend CPD programs or view them on demand to claim CPD Hours. Reading CPD materials alone does not qualify.

You may count recorded programs that you watch without a colleague towards your annual CPD Requirement—up to a maximum 6 hours. Recorded programs include archived webcasts, video replays, or any other on-demand program.

Co-Chairs
  • Sheila Crummey, C.S.
    Miller Thomson LLP
  • Thomas Grozinger, C.S., TEP
    RBC Wealth Management, Estate & Trust Services
Description
Maybe you represent individuals with high-net worth, or maybe your clients have relatively few financial assets. One thing is certain—you need to know the latest legislative, case law, and practice developments to properly advise them. These comprehensive resources are designed to address a range of issues and client situations that solicitors and litigators face when practising estates and trusts law. Day One delves into a multitude of estate and trust litigation issues, including issues around geriatric capacity and elder abuse, while Day Two updates practitioners on developments in estate and trust planning, administration, and tax issues, including the new federal government’s plans regarding life interest trusts.

Presenters

  • Ann Elise Alexander, C.S.Senior CounselCanadian Imperial Bank of Commerce
  • Jordan Atin, C.S., TEPAtin Professional Corporation
  • Sally BeanDirector, Ethics Centre and Policy AdvisorSunnybrook Health Sciences Centre
  • Terrance CarterCarters Professional Corporation
  • Sheila Crummey, C.S.Miller Thomson LLP
  • Jan GoddardGoddard Gamage Stephens LLP
  • Robin Goodman, TEPVice President, Insurance, Trust and Estate Planning ServicesRBC Wealth Management Financial Services Inc.
  • Cate GraingerHarrison Pensa LLP
  • Thomas Grozinger, C.S., TEPRBC Wealth Management, Estate & Trust Services
  • Heather Hansen, C.S.Martha McCarthy & Company LLP
  • Eric Hoffstein, TEPMinden Gross LLP
  • Dr. Michel SilberfeldGeriatric Psychiatrist
  • Amanda StaceyMiller Thomson LLP
  • Mary-Alice Thompson, C.S., TEPCunningham, Swan, Carty, Little & Bonham LLP
  • Timothy YoudanDavies Ward Phillips & Vineberg LLP

Registration Options

Registration Mode *
Learning format *
Bundle with
Learning format

Select both days for a bundle discount. Any discounts will be applied in the shopping cart.

To access your electronic purchase: click "My Account" and sign in. Click "Purchased Programs" and look for the program name. Click the "Details" link on the right, or click the link to download the PDF below the program name.

Individual registrations may use this printable order form

Group registrations, please see our FAQs for group rate information. If you are registering a group of 2 or more, please send an email to cpdreg@lso.ca including the full name, email address, and licensee number (if applicable) of each registrant along with a reference to the order number.

If you place an order via email, please do not provide your credit card information (number and security code) in the message. A member of the CPD Registration team will contact you to obtain the payment information.

All prices are subject to applicable taxes.