Search
Filters
Close

28th Estates and Trusts Summit (Day Two)
Click here for Day One information

Date

Thursday, October 23, 2025 (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 Professionalism
30 m EDI Professionalism

Additional Information

Page Count: 247

* 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.

Co-Chairs
  • Kathryn Balter
    Fogler, Rubinoff LLP
  • Nimali Gamage
    Goddard Gamage LLP
Description
Whether you are sole practitioner with a varied practice or a practitioner in a larger firm with a specialty in estates and trusts law, this annual two-day program brings you the latest legal developments along with practice tips in an engaging interactive format. Day One addresses the latest information on estates and trusts law litigation, while Day Two focuses on the estate solicitor's practice, including planning, administration, and advising attorneys and guardians. Don’t miss this opportunity to hear from our esteemed speakers as we address the issues of the day for your Estates practice.
  • How can you protect your mental health as an estates lawyer?
  • How can you best deal with high-conflict families in guardianship disputes?
  • What is the impact of the new Rules on production evidence, etc.?
  • What issues should you consider when planning for blended families?
  • How can you set up guardians and attorneys for success?
  • What are the tax implications of the death of a business owner?


Presenters

  • Kathryn BalterFogler, Rubinoff LLP
  • Nimali GamageGoddard Gamage LLP
  • Rahul SharmaFasken Martineau DuMoulin LLP
  • Alexandra SpinnerCrowe Soberman LLP
  • Laura Geddes, TEPHarrison Pensa LLP
  • Nicole RichmondBarrister and Solicitor
  • Nicole WoodwardMiller Thomson LLP
  • Tammy AnklewiczFogler Rubinoff LLP
  • Arthur FishMediatorArthur Fish Mediation
  • M. Elena HoffsteinMiller Thomson LLP
  • Jan GoddardGoddard Gamage LLP
  • Jane MeadusAdvocacy Centre for the Elderly
  • Marshall SwadronSwadron Associates
  • Christine PerryDavies Ward Phillips & Vineberg LLP
  • Gosha Sekhon, TEPSekhon Legal Services
  • Karen HagmanMaylex Litigation PC
  • Demetre Vasilounis, TEPAird & Berlis LLP
  • Kristine AndersonFern Law
  • Meghan O’NeilO’Neil Estate Law
  • Daniel WalkerBobila Walker Law LLP
  • Jordana BergmanEden Wellness
  • Phil BrownDirector, Practice Supports and ResourcesLaw Society of Ontario
  • Kevyn NightingaleLeader of Cross-Border Tax PlanningLevy Salis
  • Genevieve Giroday Warren, C.S., TEP,Giroday Law PC

Registration Options

Registration Mode *
Learning format *
Bundle with
Learning format

Select both days to receive a bundle discount. Please note that discounts cannot be combined with any other discounts, and the same learning format must be selected for the bundle discount to apply. Any discounts will be applied in the shopping cart.

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

To access your electronic purchase: 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 on-demand webcast" link to load the webcast.

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 [email protected] 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.