• May 8, 2013Archived Replay - “Make Your Golden Years Golden... Planning for and Advising on Personal Care Powers of Attorney and Advance Directives”

  Moderator: Rachel Blumenfeld, LL.B., TEP, Miller Thomson
  
  Speakers:

  • Mark Handelman, LL.B., MHSc (bioethics), Whaley Estate Litigation
  • Jan Goddard, LL.B., Goddard Gamage Stephens LLP
  • Dr. Natalie Archer, D.D.S., Runnymede Healthcare Centre

  
  Summary:

  • What kind of issues do our clients face that we don’t think about?
  • What kind of advance care planning could effectively address these issues?

  
  Registration: 2:30 P.M.
  Seminar: 3:00 P.M. — 4:45 P.M.
  
  Venue: Osgoode Hall, Donald Lamont Learning Centre, 130 Queen St West, Toronto (enter via the eastern doors of the Law Society building).
  
  Webcast: A live webcast will be simultaneously broadcast. Paid registrants and passport holders may attend in person at the Donald Lamont Learning Centre or view the webcast as they wish. Paid registrants and passport holders will also have access to an archived version of the webcast for a limited time, which they can view at their convenience following the event. [Technical Tips]

  »  View Archived Webcast:[Technical Tips]

  If you are a passport holder or have already purchased the live/webcast and wish to view the archived replay, please click the link below. Please note the original username & password emailed to you are still valid to view this archived webcast.
  
  VIEW ARCHIVED WEBCAST

  »  View Archived Webcast:[Technical Tips]

  If you are a passport holder or have already purchased the live/webcast and wish to view the archived replay, please click the link below. Please note the original username & password emailed to you are still valid to view this archived webcast.
  
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• April 16, 2013Archived Replay - Legislative Update and New Planning Techniques for RCA’s, IPP’s and HWT’s

  Moderator: David Stevens, LL.B., TEP, Partner, Gowlings
  
  Speakers:

  • William Kennedy, F.S.A., F.C.I.A., W.C. Kennedy & Associates Inc.
  • Trevor Parry, LL.B., Gordon B. Lang & Associates Ltd.
  • Gregory Sanders, LL.B., CFP, CA, TEP, Perley-Robertson, Hill & McDougall LLP

  This program will review the recent legislative changes to RCA, IPP and HWT regulations and provide insights on how to address the new provisions and further enhance the planning for your clients.

  
  
  Registration: 2:30 P.M.
  Seminar: 3:00 P.M. — 4:45 P.M.
  
  Venue: Osgoode Hall, Donald Lamont Learning Centre, 130 Queen St West, Toronto (enter via the eastern doors of the Law Society building).
  
  Webcast: A live webcast will be simultaneously broadcast. Paid registrants and passport holders may attend in person at the Donald Lamont Learning Centre or view the webcast as they wish. Paid registrants and passport holders will also have access to an archived version of the webcast for a limited time, which they can view at their convenience following the event. [Technical Tips]

  »  View Archived Webcast:[Technical Tips]

  If you are a passport holder or have already purchased the live/webcast and wish to view the archived replay, please click the link below. Please note the original username & password emailed to you are still valid to view this archived webcast.
  
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• January 9, 2013Archived Replay - Estate Trustee Liability

  Moderator: Kimberly Whaley, C.S., LL.M., TEP, Founder & Principal of Whaley Estate Litigation; and Partner of estatemediators.ca
  
  Speakers:
  Hon. Justice Maurice Cullity, Q.C. TEP
  Archie Rabinowitz, J.D., TEP
  Albert Oosterhoff, BA, J.D., LL.M., Prof. Emeritus
  
  Summary:

  • A Review of a Selection of Court Decisions Affecting the Estate Trustee’s Right to Full Indemnification of Legal Fees and Administration Costs
  • Recent Court Treatment v. Historical Court Treatment
  • Best Practices for Estate Trustees

  
  Registration: 2:30 P.M.
  Seminar: 3:00 P.M. — 4:45 P.M.
  
  Venue: Osgoode Hall, Donald Lamont Learning Centre, 130 Queen St West, Toronto (enter via the eastern doors of the Law Society building).
  
  Webcast: A live webcast will be simultaneously broadcast. Paid registrants and passport holders may attend in person at the Lamont Centre or view the webcast as they wish. Paid registrants and passport holders will also have access to an archived version of the webcast for a limited time, which they can view at their convenience following the event. [Technical Tips]

  »  View Archived Webcast:[Technical Tips]

  If you are a passport holder or have already purchased the live/webcast and wish to view the archived replay, please click the link below. Please note the original username & password emailed to you are still valid to view this archived webcast.
  
  VIEW ARCHIVED WEBCAST
  
  
  »  Online Registration (Please check your email for your webcast login instructions/receipt)
  »  Paper Registration

• November 13, 2012Archived Replay - Estate Planning Issues Related to Divorce and Blended Families

  Moderator: Brian Cohen, LL.B., TEP, Partner, Fraser Milner Casgrain LLP
  
  Speakers:
  Andrew J. Freedman, CA•IFA, CBV, ASA, Managing Director, Duff & Phelps
  Susan Jack, BA, LL.B., Acc.F.M. Partner, Smith Family Law Group
  Anne-Marie McLauchlan, LL.B., Dale & Lessman LLP
  
  Estate planners and advisors need to be aware of and how to deal with the family law issues that often arise in their clients’ lives. This session will update attendees on recent changes to relevant areas of Estates and Family Law and will specifically have sessions on:

  • Valuing discretionary interests in a trust on separation and divorce;
  • An update on the effects of the Kerr v. Baranow decision on Family and Trust Law;
  • Drafting and planning issues that a practitioner needs to consider on separation from a first spouse as well as marriage (or co-habitation) with a subsequent spouse and post mortem.

  
  Registration: 2:30 P.M.
  Seminar: 3:00 P.M. — 4:45 P.M.
  
  Venue: Osgoode Hall, Upper & Lower Barristers’ Lounge, 130 Queen St West, Toronto (enter via the eastern doors of the Law Society building).
  
  Webcast: A live webcast will be simultaneously broadcast. Paid registrants and passport holders may attend in person at the Lamont Centre or view the webcast as they wish. Paid registrants and passport holders will also have access to an archived version of the webcast for a limited time, which they can view at their convenience following the event. [Technical Tips]

  »  View Archived Webcast:[Technical Tips]

  If you are a passport holder or have already purchased the live/webcast and wish to view the archived replay, please click the link below. Please note the original username & password emailed to you are still valid to view this archived webcast.
  
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  »  Online Registration (Please check your email for your webcast login instructions/receipt)
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• October 16, 2012Archived Replay - Shareholder Agreement Issues in Succession Planning

  Moderator: Ted Polci, CLU, TEP, Partner, First York
  Speaker: Gary Clark, CLU, TEP, Gary H. Clark Insurance Consultants Ltd.

  The speaker’s presentation will include discussion of “Stop Loss” misconceptions, non-traditional structures, clauses with unintended results and CRA issues on ownership/beneficiary designations.

  Registration: 2:30 P.M.
  Seminar: 3:00 P.M. — 4:45 P.M.
  
  Venue: Osgoode Hall, Donald Lamont Learning Centre, 130 Queen St West, Toronto (Enter via the eastern doors of the Law Society building)
  
  Webcast: A live webcast will be simultaneously broadcast. Paid registrants and passport holders may attend in person at the Lamont Centre or view the webcast as they wish. Paid registrants and passport holders will also have access to an archived version of the webcast for a limited time, which they can view at their convenience following the event. [Technical Tips]

  »  View Archived Webcast:[Technical Tips]

  If you are a passport holder or have already purchased the live/webcast and wish to view the archived replay, please click the link below. Please note the original username & password emailed to you are still valid to view this archived webcast.
  
  VIEW ARCHIVED WEBCAST
  
  »  Online Registration (Please check your email for your webcast login instructions/receipt)
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• September 19, 2012Archived Replay - Avatars, Assault Weapons and Anatomy: The Treatment of Unique Assets in an Estate – Digital Assets, Weapons and Anatomy

  Moderator: Elena Hoffstein, MA., LL.B., TEP, Partner, Fasken Martineau
  Speakers:

  • Clare Burns, LL.M., Partner WeirFoulds LLP
  • Anita Fineberg, LL.B., CIPP/C
  • Erin Cowling, Associate, Whaley Estate Litigation

  The speakers will discuss digital life after death and how digital assets need to be a part of your estate plan. Other commonly held myths on privacy rights being extinguished upon death of an individual and that an estate trustee may automatically assume the role of the deceased with respect to accessing digital estate assets. Cases will be referred to where relatives of the deceased had to apply to court to access the deceased’s digital estate assets because of the language of the site privacy policy.

  Registration: 2:30 P.M.
  Seminar: 3:00 P.M. — 4:45 P.M.
  
  Venue: Osgoode Hall, Donald Lamont Learning Centre, 130 Queen St West, Toronto (Enter via the eastern doors of the Law Society building)
  
  Webcast: A live webcast will be simultaneously broadcast. Paid registrants and passport holders may attend in person at the Lamont Centre or view the webcast as they wish. Paid registrants and passport holders will also have access to an archived version of the webcast for a limited time, which they can view at their convenience following the event. [Technical Tips]

  »  View Archived Webcast:[Technical Tips]

  If you are a passport holder or have already purchased the live/webcast and wish to view the archived replay, please click the link below. Please note the original username & password emailed to you are still valid to view this archived webcast.
  
  VIEW ARCHIVED WEBCAST
  
  »  Online Registration (Please check your email for your webcast login instructions/receipt)
  »  Paper Registration

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