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  • Date Recorded:
    Dec 10, 2015
    Running Time:

    01:10:58

    Pre-RecordedProgram on Demand?Recordings of some of our most popular programs, available 24/7. Includes materials.Substantive
  • Date Recorded:
    Dec 02, 2015
    Running Time:

    1:06:56

    Pre-RecordedProgram on Demand?Recordings of some of our most popular programs, available 24/7. Includes materials.Professionalism
  • Date Recorded:
    Nov 12, 2015 - Nov 26, 2015
    Running Time:

    7:46:49

    Pre-RecordedProgram on Demand?Recordings of some of our most popular programs, available 24/7. Includes materials.Substantive & Professionalism
  • Date Recorded:
    Nov 26, 2015
    Running Time:

    7:43:02

    Pre-RecordedProgram on Demand?Recordings of some of our most popular programs, available 24/7. Includes materials.Substantive & Professionalism
  • Program Date:
    Nov 12, 2015 - Nov 26, 2015
    Materials on Demand?Searchable PDF e-binders of program materials, accessible 24/7.

    12th Annual Intensive Wills and Estates Workshop

    Table of Content

    Program Date: Nov 12, 2015 - Nov 26, 2015


    Tab A
    Agenda

    Tab B
    Faculty List and Biographies

    Tab 1
    Will Planning and Preparation

    1.Preliminary Considerations
    2.Gathering Information: Personal Planning Form
    3.Client Fact Scenario
    4.The Annotated Will 2014(LSUC)
    5.Proceedure for Execution of Wills and Condicils
    6.Precedent Testimonium Clauses and Affidavits of Execution of Wills in Unusual Circumstances
    7.Reporting Letter to Estate Planning Client (From The Annotated Will 2014)
    8.Miscellaneous Matters
    9.Tax Considerations

    Tab 2
    Administration of Wills and Estates

    1.Preliminary Considerations
    2.Funeral Arrangements: Abeziz v. Harris Estate, [1992] O.J. no. 1271
    3.Estate Information
    4.Appointment of Estate Trustee with a Will
    5.Intestacies – Finding Next-of-Kin
    6.Insurance and Bonds for Estate Trustee
    7.Insurance Designation in Unprobated Will: Rozon v. Transamerica Life Insurance Co. of Canada, [1999] O.J. No. 5599
    8.Tax Filing Deadlines
    9.Providing Information to Residual Beneficiaries
    10.Digital Assets in Will Drafting and Estate Administration
    11.Executor’s Compensation: Henry Estate (Re), [1998] O.J. No. 1643
    12.Winding Up the Estate
    13.Non-Resident Matters
    14.Voluntary Dissolution – Ontario Corporation
    15.Privacy Considerations for an Estates Practice

    Tab 3
    Key Sections of Certain Statutes

    1.Accumulations Act
    2.Children’s Law Reform Act
    3.Estate Administration Tax Act
    4.Estates Act
    5.Family Law Act
    6.Substitute Decisions Act
    7.Succession Law Reform Act
    8.Trustee Act

    Tab 4
    Notes

  • Program Date:
    Nov 26, 2015
    Materials on Demand?Searchable PDF e-binders of program materials, accessible 24/7.

    Successful Settlements: Strategies and Tactics For Civil Litigators

    Table of Content

    Program Date: Nov 26, 2015


    Tab A
    Agenda

    Tab B
    Faculty List and Biographies

    Tab 1
    The Psychology of Settlement: It’s About the Money (But Not Really)
    Jon T. Fidler,
    M + F Mediation and Arbitration Services
    Eric B. Gossin, Stancer Gossin Rose LLP
    The Hon. Justice Gertrude F. Speigel, Superior Court of Justice (Ontario)

    Tab 2
    Drafting Offers to Settle and Minutes to Settlement: Avoiding or Addressing the Pitfalls
    Ian R. Dick,
    Hicks Morley Hamilton Stewart Storie LLP
    Sam R. Sasso, Ricketts, Harris LLP

    Tab 3
    Emerging Areas in the Settlement Process 1. Using Settlement Counsel: When Two Heads are Better Than One
    Paul Neil Feldman,
    Feldman Lawyers
    Mitchell Rose, Stancer Gossin Rose LLP

    Tab 4
    Emerging Areas in the Settlement Process 2. Settlement in the Digital Era: Essentials for Non-Techies
    Colm Brannigan,
    Colm Brannigan Mediation and Arbitration Services
    Lisa Stam, Koldorf Stam LLP

    Tab 5
    Litigating Settlements
    Oscar Strawczynski,
    Feldman Lawyers
    Alison Burrison, McLeish Orlando LLP

    Tab 6
    Ethical and Professional Considerations in Negotiating Settlements
    Jennifer Bell,
    Placet Dispute Resolution
    Meredith Jones, Lerners LLP
    Natasha E. Skupsky, Thompson, Tooze, McLean, & Elkin
    Voula Michaelidis, Zubas + Associates

    Tab 7
    Notes

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