The 12th Annual Estates and Trusts Summit

The 12th Annual Estates & Trusts Summit, took place late last week on November 12th and 13th, 2009 in Toronto.  This program, organized by the Law Society of Upper Canada, presented a variety of issues which are of interest to anyone practicing in the Estates and Trusts field.

The summit spanned two days, and dealt with topics running the gamut.  Some of the Topics and Speakers included:

  • Estate Planning in Recessionary Times (Heather Evans)
  • U.S./Canada Cross-Border Planning (Beth Webel & Jim Yager)
  • Family Law and Your Estates Practice - An Update (Daniel S. Melamed, C.S.)
  • Drafting Multiple Wills (Clare A. Sullivan)
  • Estate Administration Issues (Rosanne T. Rocchi)
  • Creating Insurance Trusts to Minimize Probate Tax on Life Insurance (Robin Goodman)
  • The Exercise of Trustee Discretion (Bernadette Dietrich)
  • Practice Management Issues for Estates Practitioners (Louise F. Christofolakos)
  • Constructive Trusts and Quantum Meruit (Elizabeth A. Bozek)
  • The Standard of Care and Will Drafting (Ian M. Hull, C.S)
  • Duelling Powers of Attorney (Jordan M. Atin, C.S.)
  • The Latest Costs Issues (Shael Eisen)
  • Remedies for Non-Compliance with Court Orders (Kimberly Ann Whaley, C.S.)
  • The Top 10 Decisions Released by The Honourable Mr. Justice David Brown (Timothy G. Youdan)
  • Representing the Incapable Person (Marshall Swadron)

For a full list of speakers and topics visit the Law Society of Upper Canada Website.  If you were not able to attend, contact the Law Society of Upper Canada to obtain materials.

Nadia M. Harasymowycz

Nadia M. Harasymowycz - Click here for more information on Nadia Harasymowycz.
 

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