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Pension and Benefit Entitlements Upon Marriage Breakdown – The 2017 Legal Guide

Tab A
Agenda

Tab B
Faculty List and Biographies

Tab 1
Pension and Benefit Splitting Upon the Breakdown of the Spousal Relationship: Where the Law Stands Here and Now
Pension and Benefit Entitlements Upon Marriage Breakdown: The Current Legal Landscape (slides)
Douglas Rienzo,
Osler, Hoskin & Harcourt LLP
Pension Division Upon the Breakdown of the Spousal Relationship
Douglas Rienzo,
Osler, Hoskin & Harcourt LLP

Tab 2
Pension Benefit Entitlements on Marriage Breakdown: The Cross Country Legal Landscape
Pension Benefit Entitlements on Marriage Breakdown: Cross Country Review(slides)

Diana M. Woodhead, Principal, Mercer LLC

Tab 3
Pension Division at Source: Getting It Right the First Time
Ontario Pension Division: Getting it Right the First Time (slides)
Mariette P.H. Matos,
Bennett Jones LLP

Tab 4
Keynote Address
“How Does This Work in the Real World!?!” A Plan Administrator’s Perspective (slides)
Mariana MacIntosh,
Director & Associate General Counsel, Ontario Teachers’ Pension Plan

Tab 5
Spousal Entitlement to Employee-Related Benefits and RRSPs
Spousal Entitlement to Employee-Related Benefits and RRSPs (slides)
Georgina Carson,
MacDonald & Partners LLP
Spousal Entitlement to Employee-Related Benefits and RRSPs
Georgina Carson,
MacDonald & Partners LLP

Tab 6
Working With the FSCO Forms
Working With the FSCO Forms (slides)
Scott A. Lamb,
Counsel, Legal Services Branch, Financial Services Commission of Ontario (FSCO)

Tab 7
Understanding Pension & Benefit Tax Issues & Implications
Understanding Pension & Benefit Tax Issues & Implications (slides)
James Pierlot,
Pierlot Pension Law

Tab 8
Putting It All Together: Applying Your Knowledge to Real-World Fact Situations
Putting It All Together: Applying Your Knowledge to Real-World Fact Situations
Yvonne Bernstein,
Litigation Director and Counsel, Lawyers’ Professional Indemnity Company (LAWPRO)
Daniel S. Melamed, Torkin Manes LLP
Natasha D. Monkman, Hicks Morley Hamilton Stewart Storie LLP

Tab 12
Notes