A world leader in law school lifelong learning
Contact Us

Estate and tax planning is already a complex area, fraught with technical and professional responsibility issues.  With the recent implementation of extensive Income Tax Act changes, it is even more critical for legal professionals to ensure they are up-to-date and knowledgeable on the latest issues.

This OsgoodePD program, designed and delivered by the leading experts, will provide you with a comprehensive overview of some of the more challenging aspects of estate and tax planning. Benefit from the experience and insight of senior practitioners who will share thoughtful analysis and provide important practice tips and strategies.

Topics include:

  • Income Tax Act changes: the need to know  implications for spousal, alter ego and joint partner trusts
  • Impact of the new tax rules on charitable donations
  • How the SCC’s decision in Carter may affect your clients’ advance care plan
  • Using mutual wills and domestic contracts as an estate planning tool under subs. 104(13.4)
  • Problems and pitfalls when advising a client with dual citizenship in U.S. and Canada
  • RRSP spousal trust rollovers- tips and tricks when the rollover has been lost
  • Planning  strategies for gifts of private company shares or real estate  under the new tax provisions



  • Howard M. Carr, Fasken Martineau DuMoulin LLP
  • Jordan Atin, Atin Professional Corporation
  • Karon C. Bales, Bales Beall LLP
  • Leonard Bosschart, Fogler, Rubinoff LLP
  • Howard M. Carr, Fasken Martineau DuMoulin LLP
  • Veronika Chang, Morris Kepes Winters LLP
  • Bernadette Dietrich, McCarthy Tétrault LLP
  • Hilary E. Laidlaw, McCarthy Tétrault LLP
  • Susan M. Manwaring, Miller Thomson LLP
  • Jane E. Meadus, Institutional Advocate & Staff Lawyer, Advocacy Centre for the Elderly
  • Kathy M. Munro, PricewaterhouseCoopers LLP
  • Patricia A. Robinson, Robinsons Law, formerly of Goodmans LLP
  • Corina S. Weigl, Fasken Martineau DuMoulin LLP


Group Discounts

Please note that the group discount is only available when paying for members of the same organization, at the same time, and payment is made with one invoice.

Webcast Fee per Delegate

2-3 delegates: 25% off program fee
4-10 delegates: 30% off program fee
11+ delegates: 35% off program fee
Boardroom rates available.


The video stream, including link to program materials will be sent to you via email as soon as payment is successfully processed.


All sales are final. Please make all enquiries related to program content and CPD/MCLE credit hours prior to purchase.

Technical Support

In the event you experience technical difficulties, please contact opdsupport@osgoode.yorku.ca for assistance.

Program Details

Delivery Method

Web - Program On Demand

Date Recorded
March 29, 2016
Running Time


Fee per Delegate

$695 plus HST

Buy Now

Eligible CPD Credit Hours


Who Should Attend

  • Lawyers whose practice includes wills and estates planning
  • In-house counsel dealing with wills and estates planning, administration and wealth management
  • Family law lawyers
  • Financial planners
  • Estate planners
  • Accountants who assist  clients with estate planning

Back to top