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

Date

Wednesday, October 19, 2022 (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
Location

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

Co-Chairs
  • Clare Burns
    WeirFoulds LLP
  • Kathleen McDormand
    Borden Ladner Gervais LLP
Description

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 is 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?

Presenters

  • 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

Registration Options

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Learning format *
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Please note that as we continue to monitor the situation surrounding COVID-19 and the advice of Canadian public health authorities, the method of program delivery might be altered, in which case registrants would be notified.

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 19, 2022 10:00 AM

Individual registrations may use this printable order form

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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.