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

Special bundle pricing if you register for both this program and Estate Litigation: The Practical Guide for Legal Professionals.

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



Fees include attendance, program materials, lunch and break refreshments.

Group Discounts and Financial Assistance

OsgoodePD offers group rates and financial assistance for both on-site and webcast formats.

Program Changes

We will make every effort to present the certificate 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 and Substitutions

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.

Technical Support

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


Have questions? Read our FAQs.

Program Details

Questions on program registration?
Please contact the Registration Team at osgoodepd@osgoode.yorku.ca

Questions on the program content?
Please contact the Program Lawyer:
Paul Truster at ptruster@osgoode.yorku.ca

Program Details

Date & Time

June 5, 2019
9:00 a.m. - 4:30 p.m. EDT
In Person or Webcast

Online Replay 
August 15, 2019
Register for Online Replay


Osgoode Professional Development Centre,
1 Dundas St. W., 26th Floor Toronto, ON

Fee per Delegate

$695 plus HST

*Special bundle pricing of $1295 + HST for Estate Litigation + The Essential Guide To Estate Dispute Mediations
Register for Bundle

Register Now

Printable Registration Form

Eligible CPD Credit Hours


Who Should Attend

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

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Hotels & Parking

If you require accommodations in downtown Toronto, OsgoodePD has arranged Corporate Rates with several hotels within walking distance of our downtown conference centre.

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