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  • Program Date:
    Mar 30, 2016
    Materials on Demand?Searchable PDF e-binders of program materials, accessible 24/7.

    Managing, Mediating and Litigating Estate Disputes

    Table of Content

    Program Date: Mar 30, 2016


    Tab A Agenda

    Tab B Faculty List and Biographies

    Tab 1 Client Interview, Fact-Gathering and Investigation
    Client Interview, Fact Gathering and Investigation for a Successful Litigation/Client Relationship
    Debra L. Stephens,
    Goddard Gamage Stephens LLP
    Heather J. Mountford, Goddard Gamage Stephens LLP
    Appendix

    Tab 2 Framing the Issues and Exploring Early Resolution Opportunities
    Framing the Issues and Exploring Early Resolution Opportunities (slides)
    Melanie Yach,
    Aird & Berlis LLP

    Tab 3 Pleadings and Motions in Superior Court: From Documentation to Argument
    Orders for Directions vs. Pleadings: Laying the Groundwork for Successful Will and POA Challenges (slides)
    Justin de Vries,
    de Vries Litigation LLP
    Orders for Directions vs. Pleadings: Laying the Groundwork for Successful Will and POA Challenges
    Justin de Vries,
    de Vries Litigation LLP

    Tab 4 Discovery and Settlement in the Estate Case: A Checklist of Key Considerations
    Discovery and Settlement in the Estate Case: Preparing for Settlement
    Jordan D. Oelbaum,
    Schnurr Kirsh Schnurr Oelbaum Tator LLP
    Schedule A

    Tab 5 Mediating the Estate Dispute: The Process, the Pitfalls, the Opportunities
    Mediating the Estate Dispute: The Process, the Pitfalls, the Opportunities (slides)
    Liza Sheard,
    Evans Sweeny Bordin LLP (as she then was)
    Mediating the Estate Dispute: The Process, the Pitfalls, the Opportunities
    Liza Sheard, Evans Sweeny Bordin LLP (as she then was)
    Schedule A
    Schedule B
    Schedule C
    Schedule D

    Tab 6 Pre-trials, Settlement Conference and Trials
    Pre-trials, Settlement Conference and Trials: A Series of Checklists
    Clare E. Burns,
    WeirFoulds LLP

    Tab 7 Pulling It All Together: Practical Case
    Studies in Estate Disputes/Litigation
    Fact Pattern #1: Challenge to Will
    Fact Pattern #2: Passing of Accounts

    Tab 8 Notes

  • Date Recorded:
    Mar 29, 2016
    Running Time:

    6:57:37

    Pre-RecordedProgram on Demand?Recordings of some of our most popular programs, available 24/7. Includes materials.Substantive & Professionalism
  • Program Date:
    Mar 29, 2016
    Materials on Demand?Searchable PDF e-binders of program materials, accessible 24/7.

    2016 Guide to Complex Issues in Estate and Tax Planning

    Table of Content

    Program Date: Mar 29, 2016


    Tab A
    Agenda

    Tab B
    Faculty List and Biographies

    Tab 1
    Income Tax Act Update: Implications on Spousal, Alter Ego & Joint Partner Trusts
    Howard M. Carr,
    Fasken Martineau DuMoulin LLP
    Kathy M. Munro, PricewaterhouseCoopers LLP
    Corina S. Weigl, Fasken Martineau DuMoulin LLP

    Tab 2
    Critical Update on the Landscape of Charitable Donation in 2016
    Susan M. Manwring,
    Miller Thomson LLP

    Tab 3
    Planning for Incapacity and End of Life Care
    Hilary E. Laidlaw,
    McCarthy TétraultLLP
    Jane E. Meadus, Institutional Advocate & Staff Lawyer, Advocacy Centre for the Elderly

    Tab 4
    Mutual Wills and Domestic Contracts as an Estate Planning Tool
    Karon C. Bales,
    Bales Beall LLP
    Leonard Bosschart, Fogler, Rubinoff LLP

    Tab 5
    Hot Button Issues in Cross Border Taxation and Estate Planning
    Veronika Chang,
    Morris Kepes Winters LLP

    Tab 6
    Note Paper

  • Date Recorded:
    Mar 03, 2016
    Running Time:

    1:17:03

    Pre-RecordedProgram on Demand?Recordings of some of our most popular programs, available 24/7. Includes materials.Substantive
  • Date Recorded:
    Feb 29, 2016
    Running Time:

    1:35:21

    Pre-RecordedProgram on Demand?Recordings of some of our most popular programs, available 24/7. Includes materials.Substantive
  • Program Date:
    Feb 26, 2016
    Materials on Demand?Searchable PDF e-binders of program materials, accessible 24/7.

    2nd National Symposium on Mental Disorder: At the Crossroads of Mental Health and Criminal Justice

    Table of Content

    Program Date: Feb 26, 2016


    Tab A
    Agenda

    Tab B
    Faculty List and Biographies

    Tab 1
    The NCR Defence 2016: Meeting the Challenges of Stereotyping and Public Prejudice
    The Hon. Justice Gary Trotter,
    Ontario Superior Court of Justice
    Gregory Brodsky, QC, Brodsky & Company, Barristers
    Christine McGoey, Retired Crown Attorney, Ministry of the Attorney General (Ontario)
    Dr. Philip Klassen, Vice-President, Medical Services Ontario Shores Centre for Mental Health Sciences
    Robert S. Richardson, Barrister

    Tab 2
    Latest Court Cases and Trending Hot Button Issues
    Margaret Creal,
    Chair, Consent and Capacity Board, Ontario
    Lyle Hillaby, Crown Counsel, British Columbia Ministry of Justice and Attorney General
    Erin Dann, Di Luca Barristers

    Tab 3
    Best Practices in Preparing and Effectively Conducting Hearings Before the Review Board
    Shayne Kert,
    Alternate Chair, Consent and Capacity Board, Ontario
    Michael Davies, Foord Davies LLP
    Janice Blackburn, Bersenas Jacobsen Chouest Thomson Blackburn LLP Barristers, Solicitors

    Tab 4
    Policing and the Mentally Ill: Current Challenges and Responses
    The Hon. Justice Peter Defreitas,
    Associate Chief Justice, Ontario Court of Justice Chief of Police Mark Saunders, Toronto Police Service
    Sarah Burtenshaw, Mental Health Worker, Crisis Outreach and Support Team (COAST)
    Dr. John Bradford, Forensic Mental Health, The Royal Ottawa, Brockville Mental Health Centre
    Inspector Chris Boddy, Toronto Police Service

    Tab 5
    Interface of Youth with Mental Health Issues and Canada’s Youth Justice System
    The Hon. Justice Heather Perkins-Mcvey,
    Ontario Court of Justice
    Tania Breton, Justice Lead, CAMH (Ottawa)
    Gina Clark, Regional Implementation Coordinator, CAMH (Northwest Region – Kenora Rainy River District)
    JoAnn Miller-Reid, Assistant Deputy Minister, Youth Justice Services, Ministry of Children and Youth Services (Ontario)
    Dr. Jeffrey Wong, Clinical Director, Forensic Services, Kinark Child and Family Services, Syl Apps Youth Centres

    Tab 6
    The NCR Reform Act: Much Ado About Nothing?
    Professor Steve Coughlan,
    Schulich School of Law Dalhousie University
    Michael Feindel, Crown Coordinator, Ontario Review Board, Ministry of the Attorney General (Ontario)

    Tab 7
    Notes

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