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22nd Estates and Trusts Summit (Day One)
Click here for Day Two information

Date

Wednesday, October 16, 2019 (09:00 AM-04:30 PM)

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

CPD Hour(s)*
5 h Substantive
1 h 30 m Professionalism
Co-Chairs
  • Clare Burns
    WeirFoulds LLP
  • Douglas Skinner
    Harrison Pensa LLP
Description
If you had to choose only one program in estates and trust 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 MyersSuperior Court of Justice
  • Nicholas HedleyMin of Attorney Gen, Office the Children's Lawyer
  • Alexander ProcopePerez Bryan Procope LLP
  • Kimberly Whaley, CS, TEPWEL Partners
  • Diane KrugerForensic Examiners Inc.
  • Prem Lobo, CPA, CA, CBV, CFE, CPA (Illinois), CFFChartered Business ValuatorCohen Hamilton Steger & Co. Inc.
  • Kenneth Shulman, MDProfessor, Department of PsychiatrySunnybrook Health Sciences Ctr, University of Toronto
  • Anne PosnoLenczner Slaght
  • Jordan Atin, CS, TEPCounselHull & Hull LLP
  • Benjamin ArkinArkin Estate Law Professional Corporation
  • Carol CraigNelligan O’Brien Payne LLP
  • Saman UllmannExecutive Trust OfficerTD Waterhouse Private Trust
  • Judith WahlWahl Elder Law
  • James MurdochThorsteinssons LLP Tax Lawyers
  • Angela RossHigh Net Worth GroupPricewaterhouseCoopers LLP (PWC)
  • Anjali NavkarHigh Net Worth GroupPricewaterhouseCoopers LLP (PWC)
  • Marie-Eve HemingThorsteinssons LLP Tax Lawyers
  • Kelly CharleboisMiller Thomson LLP
  • Melanie YachAird & Berlis LLP
  • Caroline AbelaWeirFoulds LLP
  • Sean SullivanGowling WLG
  • James BallStrosberg Sasso Sutts LLP
  • Phil BrownCounsel, Practice Management, Practice Supports and ResourcesLaw Society of Ontario
  • Heather HoganCounsel, Litigation Branch, Office of the Public Guardian and Trustee,Ministry of the Attorney General

Registration Options

Registration Mode *
Learning format *
Bundle with
Learning format

Select both days for a bundle discount. Please note that the same learning format needs to be selected for the discount to apply. Any discounts will be applied in the shopping cart.

Only PDF materials will be provided. Hardcopy materials are not available with this program.

To view your program: click "My Account" and sign in. Click "Purchased Programs" and look for the program name. Click the "Details" link on the right. Click the "Click here to access the webcast" link to load the webcast.

Register online before: October 11, 2019 11:59 PM

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.