Search
Filters
Close
Categories

27th Estates and Trusts Summit (Day Two)
Click here for Day One information

Date

Wednesday, October 23, 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
  • Nimali Gamage
    Goddard Gamage LLP
  • Cate Grainger
    Harrison Pensa 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

  • Nimali GamageGoddard Gamage LLP
  • Cate GraingerHarrison Pensa LLP
  • Brian GillinghamCunningham, Swan LLP
  • Jordan KornGoddard Gamage LLP
  • Brian CohenGowlings WLG (Canada) LLP
  • Joan JungMiller Thomson LLP
  • Monique CharleboisBarrister & Solicitor
  • Jandy John, TEPDirector, Business Development & InitiativesConcentra Trust
  • Natalia AngeliniHull & Hull LLP
  • Robin EllisMiller Thomson LLP
  • Kristine AndersonFern Law
  • Carolyn ShelleyCunningham Swan LLP
  • Laura Geddes, TEPSiskinds LLP
  • Darren Lund, TEPFasken Martineau DuMoulin LLP
  • Jessica WilliamsHarrison Pensa LLP
  • Nima HojjatiWEL Partners
  • Coco Johnson, M.S.W., RSWCapacity Assessor
  • Alyson SweetloveGeorge Street Law Group LLP
  • Marni PernicaAird & Berlis LLP
  • Anneke RussellSMM Law PC (Coburg)
  • Andrea HarperDeputy Legal DirectorOffice of the Public Guardian and Trustee

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 18, 2024 11:59 p.m.

For Live Webcast, register before October 23, 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.