25th Estates and Trusts Summit (Day One)
Click here for Day Two information


Wednesday, October 19, 2022 (9:00 a.m.–4:30 p.m.)

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Alternate date: Monday, December 12, 2022 [click to view options]

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

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Additional Information

Page Count: 279

* 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.

  • Clare Burns
    WeirFoulds LLP
  • Kathleen McDormand
    Borden Ladner Gervais LLP

If you practise estates and trusts law, this annual summit is your resource for the year's most important developments in this field. Our presenters address estates, trusts, and capacity/elder law litigation matters on the first day, and the focus shifts to planning, administration, powers of attorney, and tax matters on the second. Looking for a comprehensive summary of what you need to know about this growing practice area? Our speakers are experienced practitioners, judges, financial experts, and related professionals who can give you the latest information.

  • How far back should production requests go?
  • What are the key cases and developments in 2022 you need to know about?
  • How is the law changing on marriage validity?
  • How do ODSP and disability issues impact estate administration and litigation?
  • What has the Supreme Court said about rectification remedies?
  • What are cultural and jurisdictional considerations in estate planning?


  • Clare BurnsWeirFoulds LLP
  • Kathleen McDormandBorden Ladner Gervais LLP
  • The Honourable Cory GilmoreSuperior Court of Justice
  • The Honourable Judy A. Fowler ByrneSuperior Court of Justice
  • Kimberly Whaley, C.S., TEPWEL Partners
  • Mary PhanOffice of the Public Guardian and Trustee
  • Krystyne RusekPallett Valo LLP
  • Josh Epstein, HBSc, CPA, CA, CFF, CFESenior Manager, Forensics and Litigation SupportMNP
  • Jan GoddardGoddard Gamage LLP
  • Ashleigh FrankelThe WiseMind Co.
  • Lou-Anne FarrellHarrison Pensa LLP
  • Brendan DonovanDonovan Kochman LLP
  • Suzana Popovic-Montag, TEPHull & Hull LLP
  • Yasmin VinogradMerovitz Potechin LLP
  • The Honourable Susan WoodleySuperior Court of Justice
  • Sébastien DesmaraisTax and Estate PlannerTD Wealth Advisory Services
  • Anne PosnoLenczner Slaght Royce Smith Griffin LLP
  • Paul TaylorBorden Ladner Gervais LLP
  • Ewa KrajewskaHenein Hutchison LLP

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