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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)

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

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 BurnsWeirFoulds LLP
  • Kathleen McDormandBorden Ladner Gervais LLP
  • Andrea McEwanWeirFoulds LLP
  • Alex SmithHenein Hutchison Robitaille LLP
  • Yasmin VinogradMerovitz Potechin LLP
  • Alexander ProcopePerez Bryan Procope LLP
  • Joanna Lindenbergde VRIES LITIGATION LLP
  • Daniel Dochylo, C.S.,TEP, ACIArbBorden Ladner Gervais LLP
  • Brian CohenGowlings WLG (Canada) LLP
  • Sébastien DesmaraisTax and Estate PlannerTD Wealth Advisory Services
  • Nicole WoodwardMiller Thomson LLP
  • Brendan DonovanDonovan Kochman LLP
  • Lou-Anne FarrellHarrison Pensa Lawyers
  • Kavina Nagrani, C.S., TEPNIKA LAW LLP
  • Doreen SoHull & Hull LLP
  • Kelly CharleboisMiller Thomson LLP
  • Andrea HillTurkstra Mazza Associates
  • Anne PosnoLenczner Slaght LLP
  • Bryan GilmartinWEL Partners
  • The Honourable Justice Silvia CorthornSuperior Court of Justice
  • Mary ChakasimStaff LawyerKeewaytinok Native Legal Services

Registration Options

Registration Mode *
Learning format *
Bundle with
Learning format

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 17, 2024 11:59 p.m.

For Live Webcast, register before October 22, 2024 10:00 a.m.

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.