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  • Date Recorded:
    Mar 31, 2016
    Running Time:

    1:14:43

    Pre-RecordedProgram on Demand?Recordings of some of our most popular programs, available 24/7. Includes materials.Substantive
  • Date Recorded:
    Mar 30, 2016
    Running Time:

    6:14:05

    Pre-RecordedProgram on Demand?Recordings of some of our most popular programs, available 24/7. Includes materials.Substantive & Professionalism
  • 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

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