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21st Annual Estates and Trusts Summit (Day One)
Click here for Day Two information

Date

Wednesday, October 10, 2018 (9:00 a.m.–4:30 p.m.)

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

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

Additional Information

Page Count: 370

* 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
  • Clare Burns
    WeirFoulds LLP
  • Douglas Skinner
    Harrison Pensa LLP
Description

In our flagship estates and trusts law program, there's something for everyone, from the sole practitioner with a varied practice to the practitioner in a firm specializing in estates and trusts law. Our presenters are experienced experts and academics, and you receive analyses of the trends, innovations, and best practices in this continually evolving area of the law. Day One addresses the latest cases and developments for estate, trust, and capacity/elder law litigators, while Day Two focuses on the estate solicitor's practice, including planning, administration, and tax.

  • Learn about settlements involving minors and incompetent adults
  • Consider inter-jurisdictional issues in estate litigation
  • Acquire strategies to de-escalate intergenerational family conflicts
  • Get an update on the latest tax cases
  • Determine when to use lifetime benefit trusts versus Henson trusts ​

Presenters

  • Clare BurnsWeirFoulds LLP
  • Douglas SkinnerHarrison Pensa LLP
  • Erica BaronMcCarthy Tétrault LLP
  • Susan StammCounsel, Property Rights, Office of the Children's LawyerThe Office of the Children's Lawyer
  • Jan GoddardGoddard Gamage LLP
  • Lou-Anne FarrellFP Law
  • Kimberly Whaley, C.S., LL.M., TEPWEL Partners
  • Laura Tamblyn WattsChief Public Policy Officer, Law Policy and ResearchCARP (Canadian Association of Retired Persons)
  • Resa EisenMarathon Mediation
  • Jane MartinDickson Appell LLP
  • Karon Bales, C.S.Bales Beall LLP
  • Archie Rabinowitz, C.S.Gowling WLG (Canada) LLP
  • Pia HundalDentons
  • Ewa KrajewskaBorden Ladner Gervais LLP
  • Justin de Vriesde VRIES LITIGATION LLP
  • Rick BickhramBickhram Litigation
  • Bianca La NeveWeirFoulds LLP
  • Prem Lobo, CPA, CA, CBV, CFE, CPA (Illinois), CFFChartered Business ValuatorCohen Hamilton Steger & Co. Inc.
  • Dagmara WozniakSiskinds 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. For On-Demand Webcast and PDF, click the "Details" link to the right of the program name. For PDF-only, click the link below the program name to download the PDF.

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.