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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 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
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 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 Furrow Estate Law LLP
  • 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.

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. Click the "Click here to access the on-demand webcast" link to load the webcast.

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.