A world leader in law school lifelong learning
Contact Us
Filter By:
Apply
  • Blockchains, Smart Contracts and the Law
    Program Date:
    November 15, 2017

    Blockchains, Smart Contracts and the Law

    Table of Content

    Program Date: November 15, 2017


    Tab A
    Agenda

    Tab B
    Program Chairs and Faculty List

    Tab 1
    Smart Contracts, Decentralization and Autonomy
    Josh Stark,
    L4 Ventures
    Joe Guagliardo, Partner, Technology Group, Pepper Hamilton LLP

    Tab 2
    Demo: New Legal Tech Solving Big Problems
    Matt Rappard,
    Chief Technology Officer, ThreeLefts

    Tab 3
    Cryptocurrency, Characterizing Blockchain Tokens & Initial Coin Offerings (ICOs) – A Global Perspective
    Pat Chaukos,
    Chief, OSC LaunchPad, Ontario Securities Commission
    Marco Santori, Cooley LLP
    Lilya Tessler, McDermott, Will & Emery
    Erik Syvertsen, General Counsel, AngelList
    Alan Wunsche, Chief Token Officer & CEO, TokenFunder – Chair, Blockchain Canada

    Tab 4
    Opportunities for Blockchain in the Settlement System
    Anne Butler,
    VP, Payments Canada
    Scott Hendry, Senior Director, Financial Technology, Bank of Canada
    Peter Todd, Bitcoin Core Developer, Applied Cryptography Consultant

    Tab 5
    Analyzing the Nature of Blockchain Transactions and Differences in Business Models
    Addison Cameron-Huff,
    President, Decentral Inc.
    Andrew Caplan, Pillsbury Winthrop Shaw Pittman LLP
    Parna Sabet-Stephenson, Gowling WLG (Canada) LLP

    Tab 6
    Blockchain Litigation and Regulatory Challenges
    Usman Sheikh,
    Gowling WLG (Canada) LLP

    Tab 7
    Conclusion of Program
    Donald B.Johnston,
    Aird & Berlis LLP

  • 18th Annual Perfect Your PPSA Skills
    Program Date:
    November 15, 2017

    18th Annual Perfect Your PPSA Skills

    Table of Content

    Program Date: November 15, 2017


    Tab A
    Agenda

    Tab B
    Faculty List and Biographies

    Tab 1
    Overview of the Personal Property Security Act
    Natalie Renner,
    Davies Ward Phillips & Vineberg LLP

    Tab 2
    Preparation of Financing Statements & PPSA Acknowledgements and Searches
    Suzana A.Lobo,
    Norton Rose Fulbright Canada LLP
    Liliana Carpico, Norton Rose Fulbright Canada LLP

    Tab 3
    Case Study: Exploration of Common PPSA Problems
    Meaghan Obee Tower,
    Stikeman Elliott LLP

    Tab 4
    Exception to the Rules: When First Come is Not First Served
    Peter J.Sullivan,
    Cassels Brock & Blackwell LLP

    Tab 5
    Introduction to the Securities Transfer Act, 2006
    D.J Lynde,
    McCarthy Tetrault LLP

    Tab 6
    Real Property Issues and the PPSA
    Benjamin Leith,
    McCarthy Tetrault LLP

    Tab 7
    How to Draft Solid Opinions
    Michael Bertrand,
    Goodmans LLP

    Tab 8
    Personal Property Security Act

    Tab 9
    Note Paper

  • The 2017 Guide to Legal Risk Management in Documentation and Charting for Nurses
    Program Date:
    November 14, 2017

    The 2017 Guide to Legal Risk Management in Documentation and Charting for Nurses

    Table of Content

    Program Date: November 14, 2017


    Tab A
    Agenda

    Tab B
    Faculty List and Biographies

    Tab 1
    Best Practices and Current Trends in Documentation and Charting
    Logan Crowell,
    Borden Ladner Gervais LLP
    Nicholas DiCastri, Borden Ladner Gervais LLP

    Tab 2
    Documentation: Meeting the CNO Standards
    Farah Ismaril, RN, LL.B, MSc.N, FRE,
    Director, Practice Quality, College of Nurses of Ontario

    Tab 3
    Documentation and Charting for Nurses: Building the Plantiff’s Case
    Michael B. Fraleigh,
    Fogler Rubinoff LLP

    Tab 4
    Documentation Challenges in Inquests, CNO and Labour Proceedings
    Philip B.Abbink,
    Cavalluzzo Shilton McIntyre Cornish LLP

    Tab 5
    Note Paper

  • 7th Annual Recent Developments in Advanced Issues in Child and Spousal Support
    Program Date:
    November 13, 2017

    7th Annual Recent Developments in Advanced Issues in Child and Spousal Support

    Table of Content

    Program Date: November 13, 2017


    Tab A
    Agenda

    Tab B
    Faculty List and Biographies

    Tab 1
    The Most Significant Recent Judicial Decisions Affecting Child & Spousal Support Matters in Family Law
    Aaron Franks,
    Epstein Cole LLP
    Gary Joseph, MacDonald & Partners LLP

    Tab 2
    Challenging Issues Around Income
    Patrick D. Schmidt,
    Thomson, Rogers

    Tab 3
    Nuts & Bolts of Spousal and Child Support with Shared Custody
    Thomas C.Dart,
    Barriston Law

    Tab 4
    Changing Things Up: Variations
    Avra Rosen,
    Rosen Sack LLP
    Cheryl Goldhart, Goldhart & Associates

    Tab 5
    When is Enough Enough?
    Stephen Grant,
    Grant Crawford & Watson LLP

    Tab 6
    Flying Solo: The Obligation of a Recipient to be Self-Sufficient
    Herschel Fogelman,
    Fogelman Law

    Tab 7
    Note Paper

  • The Intensive Short Course in Secured Lending and Debt Finance
    Program Date:
    November 9, 2017

    The Intensive Short Course in Secured Lending and Debt Finance

    Table of Content

    Program Date: November 9, 2017


    Tab A
    Chairs’ Opening Remarks
    Don M.E Waters,
    McMillan LLP
    Eric Belli-Bivar, DLA Piper (Canada) LLP

    Tab 1
    The Canadian Debt Financing Market

    Tim Murray, Managing Director, Corporate Banking, RBC Capital Markets
    Richard Coombs, Vice President, Load Syndications and Investment Banking, TD Securities
    Mark Saraiva, Director, CIBC Capital Markets

    Tab 2
    Working with the Commitment Letter and Term Sheet
    Stephanie Robinson,
    Associate General Counsel and Managing Director, Capital Markets – Corporate Banking, BMO Financial Group

    Tab 3
    Conducting Effective Due Diligence
    David H.Ferris,
    Fasken Martineau DuMoulin LLP

    Tab 4
    A Practical Understanding the ISDA Master Agreement and Schedules
    Alison M.Beer
    Lisa Mantello,
    Osler, Hoskin & Harcourt LLP

    Tab 5
    Negotiating and Drafting the Credit Agreement
    Don M.E. Waters,
    McMillan LLP
    Eric Belli-Bivar, DLA Piper (Canada) LLP

    Tab 6
    Taking Effective Security
    Meaghan Obee Tower,
    Stikeman Elliot LLP

    Tab 7
    Priorities, Subordination Agreements and Intercreditor Agreements
    Pat Forgione,
    McMillan LLP
    Chris Burr, Blake, Cassels & Graydon LLP

    Tab 8
    Asset-Based Lending
    Howard S.Silverman,
    Borden Ladner Gervais LLP
    Edward Lynch, Head of Underwriting and New Business Development, Asset Based Lending, RBC Capital Markets

    Tab 9
    Equipment Lease Financing in Today’s Load Transactions
    Jill P.Fraser,
    Aird & Berlis LLP
    John Estey, President, Stonebridge Lease Financial Corporation

    Tab 10
    Enforcing and Realizing on Security
    Bruce E.Darlington,
    DLA Piper (Canada) LLP
    Leanne M.Williams, Thornton Grout Finnigan LLP

    Tab 11
    Providing Opinions: Tips and Traps – What works, What Doesn’t
    Robert Scavone,
    McMillan LLP
    Francesca Guolo, Goodmans LLP

  • Estate Planning and Administration
    Program Date:
    November 7, 2017

    Estate Planning and Administration

    Table of Content

    Program Date: November 7, 2017


    Tab A
    Agenda

    Tab B
    Faculty List and Biographies

    Tab 1 – Will Planning and Preparation
    1. Preliminary Considerations

    (A) Paper: How to Draft a Will
    (B) Know Your Client – Client Identification and Verification Requirements
    (C) Precedent Retainer Letter
    (D) Paper: The Estate Planning Retainer – Acting for Husband and Wife
    (E) Rules of Professional Conduct
    (F) Paper: Current Income Tax Issues in Estate Administration

    2. Gathering information: Personal Planning Form

    3. Client Fact Scenario
    (A) Precedent Memorandum to Client
    (B) Client’s Personal Planning Form (Completed)

    4. Roadmap for Drafting a Trust in a Will

    5. Procedure for execution of Wills and Condicils

    6. Precedent Testimonium Clauses and Affidavits of Execution of Wills in Unusual Circumstances
    (A) Testimonium Clauses
    (B) Affidavit of Execution of Will in Unusual Circumstances

    7.Miscellaneous Matters
    (A) Beneficiary Designations
    (B) Insurance Trusts

    8. Tax Considerations
    (A) Dealing with the new GRE Life Interest Trust Reality
    (B) Will Planning Meetings
    (C) Will Planning Meetings – A Model
    (D) Paper: Death of a Taxpayer

    Tab 2 – Administration of Wills & Estates
    1. Preliminary Considerations

    (A) Paper
    (B) Items to be Discussed at Preliminary Meeting with Estate Trustees
    (C) Duties if the Estate Trustee
    (D) Duties of the Estate Solicitor
    (E) Paper

    2. Funeral Arrangements

    3. Estate Information
    (A) Estate Information (Testate and Intestate)
    (B) Estate Administration Checklist
    (C) Assets Information
    (D) Asset Summary Sheet
    (E) Additional Assets Discovered After Grant of Certificate of Appointment and Changes in Estate Administration Tax
    (F) Debts
    (G) Income Tax
    (H) Obligations of Estate Trustees
    (I) Paper
    (J) Form 1: Election Under the Family Law Act (Ontario)

    4. Appointment of Estate Trustee with a Will
    (A) Estate Administration Tax Act Amendments
    (B) Applications for Certificate of Appointment of Estate Trustee
    (C) Granovsky Estate v. Ontario 1998
    (D) Estate Information Return and Guide

    5. Intestacies – Finding Next-of-Kin

    6. Insurance and Bonds for Estate Trustee
    (A) Affidavit in Support of Order Dispensing with Administrative Board
    (B) LawPRO Professional Liability Insurance Application to Increase Run-Off Coverage

    7. Insurance Designation in Unprobated Will

    8. Tax Filing Deadlines

    9. Providing Information to Residual Beneficiaries

    10. Digital Assets in Will Drafting and Estate Administration

    11. Executor’s Compensation

    12. Winding Up the Estate
    (A) Acknowledgement and Receipt
    (B) Interim/ Final Acknowledgement, Release and Indemnity

    13. Non-Resident Matters
    (A) Request by a Non-Resident of Canada for a Certificate of Compliance Related to the Disposition of Taxable Canadian Property
    (B) CRA Position
    (C) Memorandum: Section 116 of the Income Tax Act
    (D) Notification of an Acquisition of Treaty-Protected Property from a Non-Resident Vendor
    (E) United States Estate Tax Return

    14. Voluntary Dissolution – Ontario Corporation

    15. Privacy Considerations for an Estates Practice

FAQs

Have a question? Head to our FAQs Page.

“The materials are EXCELLENT. Usually I throw out my CLE binders, especially those using Power Point Presentations, but this binder I will keep and refer to frequently.”

Peter Burman,
Burman Law Firm

“I will make great use of these materials in my own practice and with my clients.”

John Warburton