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23rd Estates and Trusts Summit (Day One)
Click here for Day Two information

Date

Wednesday, October 7, 2020 (9:00 a.m.–4:30 p.m.)

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

Alternate date: Monday, December 21, 2020 [click to view options]

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

View this webcast-only program from your home or office computer

Additional Information

Page Count: 260

* 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 Burns
    WeirFoulds LLP
  • Douglas Skinner
    Harrison Pensa LLP
Description

It’s not an understatement to say that the past year has been unprecedented in estates matters, and our presenters cover it all. Whether you are a sole practitioner with a varied practice, or a practitioner in a firm specializing in estates and trusts law, this annual two-day program brings you the most important developments on what you want and need to know. Day One addresses the latest information on estates, trust, and capacity/elder law litigation, while Day Two focuses on the estate solicitor's practice, including planning, administration, and tax. Join with your fellow practitioners for important and illuminating discussions on this foundational practice area.

  • Hear the Attorney General discuss the Ministry's plans to modernize Ontario’s probate system
  • How do you conduct an effective, virtual cross-examination?
  • What tax issues should be considered during a will challenge?
  • How do you determine “urgency” in an urgent motion?
  • When appealing an estates matter, what level of court do you go to, and when will you need leave?



Presenters

  • Clare BurnsWeirFoulds LLP
  • Douglas SkinnerHarrison Pensa LLP
  • The Honourable Thomas McEwenSuperior Court of Justice
  • Justin de Vriesde VRIES LITIGATION LLP
  • Kelly CharleboisMiller Thomson LLP
  • Lou-Anne FarrellFP Law
  • Caroline AbelaWeirFoulds LLP
  • Noah WeisbergHull & Hull LLP
  • James MurdochThorsteinssons LLP Tax Lawyers
  • Dagmara WozniakSiskinds LLP
  • Akua CarmichaelDale & Lessmann LLP
  • The Honourable Doug DowneyAttorney GeneralMinistry of the Attorney General
  • M. Kathleen KinchKinch Eddie Litigation
  • Doron GoldStaff ClinicianHomewood Health
  • Robert KlotzKlotz Associates, Barristers and Solicitors
  • Alexandra MayeskiRosen Sack LLP
  • Susan StammCounsel, Property Rights, Office of the Children's LawyerMinistry of the Attorney General
  • 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. For On-Demand Webcast and PDF, click the "Details" link to the right of the program name.

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.