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27th Estates and Trusts Summit

  • 22 Oct 2024
  • 9:00 AM - 4:30 PM
  • Webcast

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5 h Substantive, 1 h 30 m Professionalism

Description

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?


Call or Fax Us:

Office: (705) 739 - 6569
Fax: (705) 728-8136

Address:

75 Mulcaster Street, Suite 420 | Barrie, ON | L4M 3P2

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