27th Estates and Trusts Summit (Day One)
Click here for Day Two information
Date
Tuesday, October 22, 2024 (9:00 a.m.–4:30 p.m.)
Add this event to your calendar (Downloads an .ICS file)
Alternate date: Tuesday, December 17, 2024 [click to view options]
Additional Information
Page Count: 236
* 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.
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Clare BurnsWeirFoulds LLP -
Kathleen McDormandBorden Ladner Gervais LLP
With changes in Ontario's population demographics, the demands on Estates and Trusts practitioners is greater and more complex than ever. Whether you are 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, trusts, and capacity/elder law litigation, while Day Two focuses on the estate solicitor's practice, including planning, administration, and advising attorneys and guardians.
- What should you include in your trial checklist?
- How is estate planning affected by the new budget and trust reporting rules?
- What do you need to know about motions to enforce settlements?
- What should a guardian or estate trustee do when they encounter unusual or illegal assets?
- What are the perils of joint ownership you should advise your clients about?
- When can you fund a will challenge from the estate?
Presenters
- Clare Burns, WeirFoulds LLP
- Kathleen McDormand, Borden Ladner Gervais LLP
- Andrea McEwan, WeirFoulds LLP
- Alex Smith, Henein Hutchison Robitaille LLP
- Yasmin Vinograd, Merovitz Potechin LLP
- Alexander Procope, Perez Bryan Procope LLP
- Joanna Lindenberg, de VRIES LITIGATION LLP
- Daniel Dochylo, C.S.,TEP, ACIArb, Borden Ladner Gervais LLP
- Brian Cohen, Gowlings WLG (Canada) LLP
- Sébastien Desmarais, Tax and Estate Planner, TD Wealth Advisory Services
- Nicole Woodward, Miller Thomson LLP
- Brendan Donovan, Donovan Kochman LLP
- Lou-Anne Farrell, Harrison Pensa Lawyers
- Kavina Nagrani, C.S., TEP, NIKA LAW LLP
- Doreen So, Hull & Hull LLP
- Kelly Charlebois, Miller Thomson LLP
- Andrea Hill, Turkstra Mazza Associates
- Anne Posno, Lax O’Sullivan Lisus Gottlieb
- Bryan Gilmartin, WEL Partners
- The Honourable Justice Sylvia Corthorn, Superior Court of Justice
- Mary Chakasim, Staff Lawyer, Keewaytinok Native Legal Services
- The Honourable Judy Fowler Byrne, Superior Court of Justice
- Suzana Popovic-Montag, Hull & Hull LLP
- Archie Rabinowitz, C.S., Aird & Berlis LLP
- Kimberly Whaley, C.S., WEL Partners
