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

Date

Thursday, October 17, 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: 269

* 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
  • Nimali Gamage
    Goddard Gamage LLP
  • Alexandra Mayeski
    Hicks Morley Hamilton Stewart Storie 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.
  • Learn how to draft wills and powers of attorney that avoid family conflict
  • Understand the use of RDSPs in estate planning
  • Hear a judge’s perspective on pitfalls to avoid as an estate solicitor
  • Acquire estate administration tools for the estate trustee
  • Receive an update on US tax law

Presenters

  • Jan GoddardGoddard Gamage LLP
  • The Honourable Bernadette DietrichSuperior Court of Justice
  • Brian CohenGowlings WLG (Canada) LLP
  • Cate GraingerHarrison Pensa LLP
  • Britta McKennaHodgson Russ LLP (Buffalo)
  • Patrick HartfordCEO & FounderNoticeConnect
  • Ian Hull, CSHull & Hull LLP
  • Alyson SweetloveGeorge Street Law Firm
  • Tanisha TullochTorkin Manes LLP
  • Peter LillicoLillico Bazuk Galloway Halka
  • Mary Jane DykemanDykeman & O'Brien LLP
  • Jane E. MeadusAdvocacy Centre for the Elderly
  • Thomas Grozinger, CS, TEPPrincipal Trust Specialist, Professional Practice GroupRBC Royal Trust (Ottawa)
  • Susan SackRosen Sack LLP
  • Lisa WilderOffice of the Public Guardian and Trustee
  • Justin de Vriesde VRIES LITIGATION LLP

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.

Please note that the same learning format needs to be selected for the discount to apply