22nd Estates and Trusts Summit (Day One)
Click here for Day Two information
Date
Wednesday, October 16, 2019 (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: 378
* Remember: You must attend CPD programs (in-person, live webcast, or live webcast replay) or view them on-demand to claim CPD Hours. Reading CPD materials alone does not qualify.
Co-Chairs
-
Clare BurnsWeirFoulds LLP -
Douglas SkinnerHarrison Pensa LLP
Description
If you had to choose only one program in estates and trusts law, this annual summit is the one. We ensure it has something for everyone, whether you're a sole practitioner with a varied practice or a practitioner in a firm specializing in estates and trusts law. We also make certain it's practical and timely; our panels of experienced experts analyze trends, innovations, and best practices in this continually evolving area. Day One addresses the latest developments for estate, trust, and capacity/elder law litigators, while Day Two focuses on the estate solicitor's practice, including planning, administration, and tax.
- Get an update on the latest case law developments
- Explore the use of technology in the courtroom
- Consider how to make the implementation of guardianships and POAs easier
- Discuss tax issues to consider when settling
Presenters
- The Honourable Fred Myers, Superior Court of Justice
- Nicholas Hedley, Min of Attorney Gen, Office the Children's Lawyer
- Alexander Procope, Perez Bryan Procope LLP
- Kimberly Whaley, CS, TEP, WEL Partners
- Diane Kruger, Forensic Examiners Inc.
- Prem Lobo, CPA, CA, CBV, CFE, CPA (Illinois), CFF, Chartered Business Valuator, Cohen Hamilton Steger & Co. Inc.
- Kenneth Shulman, MD, Professor, Department of Psychiatry, Sunnybrook Health Sciences Ctr, University of Toronto
- Anne Posno, Lenczner Slaght
- Jordan Atin, CS, TEP, Counsel, Hull & Hull LLP
- Benjamin Arkin, Arkin Furrow Estate Law LLP
- Carol Craig, Nelligan O’Brien Payne LLP
- Saman Ullmann, Executive Trust Officer, TD Waterhouse Private Trust
- Judith Wahl, Wahl Elder Law
- James Murdoch, Thorsteinssons LLP Tax Lawyers
- Angela Ross, High Net Worth Group, PricewaterhouseCoopers LLP (PWC)
- Anjali Navkar, High Net Worth Group, PricewaterhouseCoopers LLP (PWC)
- Marie-Eve Heming, Thorsteinssons LLP Tax Lawyers
- Kelly Charlebois, Miller Thomson LLP
- Melanie Yach, Aird & Berlis LLP
- Caroline Abela, WeirFoulds LLP
- Sean Sullivan, Gowling WLG
- James Ball, Strosberg Sasso Sutts LLP
- Phil Brown, Counsel, Practice Management, Practice Supports and Resources, Law Society of Ontario
- Heather Hogan, Counsel, Litigation Branch, Office of the Public Guardian and Trustee,, Ministry of the Attorney General
