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)
Alternate date: Wednesday, December 18, 2024 [click to view options]
Additional Information
Page Count: 205
* 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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Nimali GamageGoddard Gamage LLP -
Cate GraingerHarrison Pensa 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
- Nimali Gamage, Goddard Gamage LLP
- Cate Grainger, Harrison Pensa LLP
- Brian Gillingham, Cunningham, Swan LLP
- Jordan Korn, Goddard Gamage LLP
- Brian Cohen, Gowlings WLG (Canada) LLP
- Joan Jung, Miller Thomson LLP
- Monique Charlebois, Barrister & Solicitor
- Jandy John, TEP, Director, Business Development & Initiatives, Concentra Trust
- Natalia Angelini, Hull & Hull LLP
- Robin Ellis, Miller Thomson LLP
- Kristine Anderson, Fern Law
- Carolyn Shelley, Cunningham Swan LLP
- Laura Geddes, TEP, Siskinds LLP
- Darren Lund, TEP, Fasken Martineau DuMoulin LLP
- Jessica Williams, Harrison Pensa LLP
- Nima Hojjati, WEL Partners
- Coco Johnson, M.S.W., RSW, Capacity Assessor
- Alyson Sweetlove, George Street Law Group LLP
- Marni Pernica, Aird & Berlis LLP
- Anneke Russell, SMM Law PC (Coburg)
- Andrea Harper, Deputy Legal Director, Office of the Public Guardian and Trustee
