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


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

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CPD Hour(s)
5 h Substantive
1 h 30 m Professionalism
  • Clare Burns
    WeirFoulds LLP
  • Kathleen McDormand
    Borden Ladner Gervais LLP

With the option to attend in-person this year, this two-day summit is not only an opportunity to learn about some of the most significant recent developments in estates and trusts law, but is a chance to interact in-person with fellow professionals and leading practitioners. 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. Don't miss out on this must-see summit!

  • 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 structure your estates planning practice to minimize risk?
  • 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? 


  • 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 RendelyWhaley Estate Litigation Partners
  • 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

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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.

A light lunch will be provided for in-person registrants.

Only PDF materials will be provided. CPD is now fully paperless.

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.

For In-person, register before October 13, 2023 11:59 PM

For Live Webcast, register before October 18, 2023 10:00 AM

Individual registrations may use this printable order form

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All prices are subject to applicable taxes.