A world leader in law school lifelong learning
Contact Us

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.

Faculty

Chair

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

Speakers

  • 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

Agenda

Group Discounts and Financial Assistance

For boardroom and multi-purchase rates, please email us.
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

Delivery

After your purchase is complete, the course will appear in the Order History of your OsgoodePD account with a link to "Take Online Course". Once you click "Take Online Course" you will be forwarded to the Moodle page with the materials link. The program video link with be unlocked on the day of the program. You will have access to the video for 90 days.

Program Changes

We will make every effort to present the program as advertised, but it may be necessary to change the dates, location, speakers or content with little or no notice. In the event of program cancellation, York University and Osgoode Hall Law School’s liability is limited to reimbursement of paid fees.

Cancellations, Substitutions and Refunds

Substitution of registrants is permitted at any time. If you are unable to find a substitute, a full refund is available if a cancellation request is received in writing 14 days prior to the program date. If a cancellation request is made with less than 14 days notice, a $75 administration fee will apply. No other refund is available.

FAQs

Have a question? Read our FAQs.

Technical Support

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

Date Recorded

June 5, 2019

Program Details

Date & Time

August 15, 2019
9:00 a.m. - 4:30 p.m. EDT

Location

Web - Replay

Fee per Delegate

$695 + HST

Newly Licensed (2016-2019): $347.50 + HST

Register Now

Eligible CPD Credit Hours

Questions?

Who Should Attend

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

Back to top

Sponsor A Program

Looking for an innovative way to market your firm’s products or services?

Consider sponsoring an OsgoodePD Continuing Legal Education program or event.