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waterloo region law association

27th Estates and Trusts Summit

  • Tuesday, October 22, 2024
  • 09:00
  • Wednesday, October 23, 2024
  • 16:30
  • LSO Webcast

Registration

  • $310 (includes non-member administrative fee) + $40.30 HST =$350.30 **Please note members of other law associations can join the WRLA as an Associate member for $84.75/year and then would be charged the WRLA member rate for CPDs**

27th Estates and Trusts Summit 

Tuesday, October 22, 2024 & Wednesday, October 23, 2024,
(9:00 a.m. - 4:30 p.m.) and (9:00 a.m. - 4:30 pm)

View this webcast program from your home or office computer

This program qualifies for 10 h Substantive, 3 h Professionalism

Co-Chairs:

Clare BurnsWeirFoulds LLP 


Kathleen McDormand, Borden Ladner Gervais LLP


Nimali GamageGoddard Gamage LLP


Cate Grainger, Harrison Pensa LLP



With changes in Ontario's population demographics, the demands on Estates and Trusts practitioners is greater and more complex than ever. Whether you are sole practitioner with a varied practice or a practitioner in a firm specializing in estates and trusts law, this annual two-day program brings you the most important developments on what you want (and need) to know. Day One addresses the latest information on estates, trusts, and capacity/elder law litigation, while Day Two focuses on the estate solicitor's practice, including planning, administration, and advising attorneys and guardians.

  • What should you include in your trial checklist?
  • How is estate planning affected by the new budget and trust reporting rules?
  • What do you need to know about motions to enforce settlements?
  • What should a guardian or estate trustee do when they encounter unusual or illegal assets?
  • What are the perils of joint ownership you should advise your clients about? 
  • When can you fund a will challenge from the estate?


Program Agenda



Please note that 11+ participants are required to secure the 50% off discount. WRLA will notify participants if registration does not reach 11 participants and issue a refund. Update: We have 11+ registrants. 

If 11 people register, the cost of the event will be $285 + HST ($37.05) for a total of $322.05 for WRLA members. This price includes registration for both days (webcast only).  

Registration for this CPD will close on Tuesday, October 15, 2024, at 4:00 p.m. We cannot accept registrations after this time.

**The WRLA must receive your payment on or before Tuesday, October 15, 2024, in order to register you with LSO for this CPD.**

WRLA Cancellation Policy

Phone: 519-742-0872

Toll Free: 1-866-201-0168

85 Frederick Street

Kitchener, ON, N2H 0A7

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