Strategic Estate Planning Considerations
Author(s): Ontario Bar Association
Publication Date: September 2016
Format: shipped (hardcopy), download (PDF)

Join us to explore the who, what, where, when, and why (but not how) of estate planning. Gather expert insights from our esteemed faculty on critical factors in assessing the usefulness of various estate planning tools and opportunities to achieve your clients' goals.
  • Who can benefit from an estate freeze?
  • What are the ideal circumstances for using primary and secondary wills?
  • Where are inter vivos trusts most effective?
  • When do you need to retain US counsel?
  • Why should you consider insurance planning?


Elizabeth Bozek, Estate and Trust Consultant, Scotia Wealth Management
Marni Pernica, Aird & Berlis LLP


Many Reasons to Love Multiple Wills:
Strategic Estate Planning in Ontario
Elise Pulver, Aird & Berlis LLP
Mitchell Grasser, Articling Student at Aird & Berlis LLP

How to Spot and Manage US Estate Planning Issues
Britta McKenna, Hodgson Russ LLP (Buffalo)
David Schlesinger, Robins Appleby LLP

Corporate Owned Life Insurance Considerations
Hemal Balsara, Assistant Vice President, Regional Tax,
Retirement and Estate Planning Services, Manulife

Key Insurance Concepts in Estate Planning
Glenn Davis, Glenn M. Davis Insurance and Estate Consulting

Effective Use of Inter Vivos Trusts
Darren Lund, Fasken Martineau DuMoulin LLP
Brian Cohen, Dentons Canada LLP

Appeal Routes: A Roadmap for the Brave
James Fraser, Fraser Tax Law Professional Corporation
Clifford M. Goldlist, Goldlist Law Professional Corporation
Goldlist Law ¦ Goldlist Advisor

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