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Identify and master the distinctive challenges of mediation in the estate dispute context.

An expert faculty will show you how to maximize the odds of a favorable settlement while avoiding potential pitfalls and liabilities.

Preliminary Considerations: What Makes Estate Disputes More Challenging?

  • Family relationships and their impact
  • Ongoing relationships after mediation
  • Use of openings, staged negotiations and negotiation strategies

Step-By-Step Preparation For the Estate Mediation

  • Identifying financial interests
  • Selecting the right mediator for the dispute
  • Knowing your mediator
  • Developing a strategic framework from the outset
  • Documentary preparation
  • Effective client prep
  • Tactics for achieving an early resolution

Estate Mediation Do’s and Don’ts and Documenting the Estates and Trusts Settlement

  • Tips – and traps that can snare even experienced counsel
  • Dealing with emotional clients and counsel
  • Effective precedent briefs and precedent clauses for settlements

Use of Med-Arb in Estate Disputes

  • Recent trends in the process
  • Reviewing legal parameters
  • Tackling ethical issues peculiar to the med-arb context

Working with Unique Estates and Trusts Legal Issues

  • Relevant family law issues
  • Dependants’ relief
  • Interpretation issues
  • Avoiding solicitor’s negligence
  • Will challenges
  • Variation of trusts claims

Ethical and Professional Issues in Estate Mediation
An expert panel will examine realistic fact situations, addressing professional challenges you will sooner or later face. Specific reference will be made to the Rules of Professional Conduct and their application in less-than-obvious instances.



  • Ian M. Hull, Hull & Hull LLP
  • Paul Torrie, Global Resolutions Inc.


  • Karon C. Bales, Bales Beall LLP
  • Howard S. Black, Minden Gross LLP
  • Shael Eisen, Eisen Law
  • Christine Fotopoulos, Global Resolutions Inc.
  • Aaron Franks, Epstein Cole LLP
  • Stephen Grant, LSM, ASM, Grant Crawford Watson LLP
  • Felice C. Kirsh, Schnurr Kirsh Oelbaum Tator LLP
  • Shannon Moldaver, Shannon Moldaver Dispute Resolution Inc.
  • Bryan A. Tannenbaum, FCPA, FCA, FCIRP, LIT, RSM Canada Limited
  • Charles B. Ticker, Charles B. Ticker Law Office
  • Craig R. Vander Zee, Torkin Manes LLP
  • Charles Wagner, Wagner Sidlofsky LLP
  • Kimberly A. Whaley, WEL Partners


Group Discounts and Financial Assistance

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.  For financial assistance, please email financialaid-opd@osgoode.yorku.ca

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 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.


Have a question? Read our FAQs.

Technical Support

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

Program Details

Delivery Method

Program on Demand

Date Recorded
June 5, 2019
Fee per Delegate

$695 + HST

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Eligible CPD Credit Hours


Who Should Attend

  • Estates and trusts lawyers
  • Lawyers acting as counsel on estate mediations
  • Mediators

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