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26th Estates and Trusts Summit (Day One)
Click here for Day Two information

Date

Wednesday, October 18, 2023 (9:00 a.m.–4:30 p.m.)

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

Alternate date: Monday, December 11, 2023 [click to view options]

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

Additional Information

Page Count: 189

* 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
  • Kathleen McDormand
    Borden Ladner Gervais LLP
Description

Don’t miss out on this opportunity to learn about some of the most significant recent developments in estates and trusts law! Day One addresses the latest information on estates, trusts, and capacity/elder law litigation, while Day Two focuses on the estate solicitor's practice, including planning, administration, and tax. 

  • What are the tax issues for non-resident beneficiaries?
  • How can we reduce compassion fatigue in legal practice?
  • What do you need to know about disclosure orders and orders for direction?
  • How can you guard against common LAWPRO complaints in estate planning?
  • What are the promises and perils of using AI in your legal practice?
  • What advice do you give attorneys who are acting for capable yet vulnerable people?

Presenters

  • Clare BurnsWeirFoulds LLP
  • Kathleen McDormandBorden Ladner Gervais LLP
  • The Honourable Justice Patrice BandOntario Court of Justice
  • Alex SmithHenein Hutchison Robitaille LLP
  • Brian CohenGowlings WLG (Canada) LLP
  • Sébastien DesmaraisTax and Estate PlannerTD Wealth Advisory Services
  • Lou-Anne FarrellHarrison Pensa Lawyers
  • Gillian Fourniede VRIES LITIGATION LLP
  • Andrea McEwanWeirFoulds LLP
  • Matthew RendelyLoopstra Nixon LLP
  • Alexandra MayeskiMayLex Litigation
  • Tanisha TullochTorkin Manes LLP
  • David Wagner, TEPWagner Sidlofsky LLP
  • Kavina Nagrani, C.S., TEPNIKA LAW LLP
  • Kristine AndersonBales Beall LLP
  • Dianne CarterOffice of the Children’s Lawyer
  • Brendan DonovanDonovan Kochman LLP
  • The Honourable Justice Fred MyersSuperior Court of Justice
  • Kelly CharleboisMiller Thomson LLP
  • David LoblGowling WLG (Canada) LLP
  • Sidney PetersPublic Guardian & Trustee

Registration Options

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Learning format *
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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. CPD is now fully paperless.

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.