Death and Aging: Key Strategies and Updates for Planning Administration and Litigation Counsel
Author(s): Ontario Bar Association
Publication Date: February 2017
Format: shipped (hardcopy), download (PDF)


Description
Delve into the nuanced issues encountered by estates and trusts practitioners at any level of practice, whether your practice focuses on planning, administration or litigation. Gather helpful strategies and expert insights from senior practitioners, as well as recent case updates to keep you on top of current developments in the field.

PROGRAM CHAIRS

Amanda Stacey, Miller Thomson LLP
Kathryn Balter, Goddard Gamage Stephens LLP

TABLE OF CONTENTS

Estates and Trusts Litigation - 2016 Case Law Update
Felice Kirsh, Schnurr Kirsh Schnurr Oelbaum Tator LLP
Mitchell Ratner, Schnurr Kirsh Schnurr Oelbaum Tator LLP

Administration of Estates: Who has an interest in an intestacy and How Do You Prove It?
Monique Charlebois, Barrister & Solicitor

The Role of Counsel Appointed under Section 3 of the SDA
Marshall Swadron, Swadron Associates

Except from Substitute Decisions Act, 1992, S.O. 1992, CHAPTER 30
Excerpts from the Rules of Professional Conduct

The Income Tax Act and Estate Planning: The Law of Unintended Consequences
Ed Esposto, Aird & Berlis LLP
Robert Santia, Aird & Berlis LLP

The Jewish Laws of Inheritance And Estate Planning in Canada
Rachel Blumenfeld, Aird & Berlis LLP
Originally Presented at: Step Canada Conference June 2016

Estates Across Cultural Lines: A Multicultural Canadian Perspective
Rachel Blumenfeld, Aird & Berlis LLP
Elizabeth Julien-Wilson, Julien-Wilson Family Law Professional Corporation
Paul Taylor, Borden Ladner Gervais LLP (Ottawa)

Estates Across Cultural Lines
Elizabeth Julien-Wilson, Julien-Wilson Family Law Professional Corporation

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