FRIDAY, SEPTEMBER 20, 2019
6:00pm - 6:30pm | Networking and Cocktail Hour
6:30pm - 7:30pm | Three-Course Plated Dinner
7:30pm - 8:30pm | WHAT A SOLICITOR'S FILE SHOULD CONTAIN: FILE COVER - DO NOT DESTROY!
A solicitor's file speaks volumes, for decades, by not only what it contains but also what is missing from it.
Witness the joy and anxiety from the examination of a solicitor about that targeted file.
Edward F. Macaulay, Edward F. Macaulay Law Corporation
Rebecca Morse, Farris, Vaughan, Wills & Murphy LLP
Mary-Jane Wilson, Wilson Rasmussen LLP
8:30pm - 9:30pm | ESTATE LAW TRIVIA
Stan Rule plays late night host with a light-hearted look at the big and small factoids of wills and estates.
Stan Rule, Stan Rule, Sabey Rule LLP
SATURDAY, SEPTEMBER 21, 2019
7:00am - 8:00am | Breakfast Buffet
8:00am - 8:30am | Registration Check-In & Welcome
8:30am - 9:15am | WHAT YOU SHOULD KNOW ABOUT ASSESSING TESTAMENTARY CAPACITY
Wondering what exactly these medical records are saying about capacity? Hear from an expert on capacity evaluation and the MMSE and MOCA tests.
Dr. Kenneth Shulman, Sunnybrook Hospital
9:15am - 10:00am | PASSING OF ACCOUNTS
Watch your pennies and the dollars will take care of themselves: how to prepare your accounting so it’s ready for court, and a discussion of oft-contested matters.
William McCallum, Doak Shirreff, Former Master
10:00am - 10:15am | Morning Health Break
10:15am - 11:45am | UNUSUAL WILLS: WORKING ON MULTIPLE, INDIGENOUS, FOREIGN WILLS
The weird and the wonderful! What are multiple wills, when should you use them, what about court Navigating the indigenous estate system? Wills from other jurisdictions, local wills dealing with foreign assets, and the interplay with conflicts law. This panel has it all!
Theresa Arsenault, QC, Pushor Mitchell LLP
Fiona Hunter, Horne Coupar
Michelle Isaak, DLA Piper
11:45am - 12:30pm | PRACTITIONERS' FORUM: EVOLUTION OF SPOUSE
The Courts (and practitioners) are grappling with what it means to be a “spouse.” We will provide you with materials in advance of the conference, and invite all attendees to participate in an open forum to identify trends, debate approaches, and explore potential methodologies which may assist in determining who is a “spouse.”
Jacy J. Wingson, QC, McQuarrie Hunter LLP
Amy Mortimore, Clark Wilson LLP
Tara Britnell, Hamilton Duncan
12:30pm - 1:00pm | Lunch Break
Grab lunch and get settled in as the Conference Keynote prepares for their afternoon address.
1:00pm - 1:45pm | KEYNOTE ADDRESS: ESTATE PLANNING & LITIGATION - THE OLD AND THE NEW
The “doctrine of righteousness” is an attack on the validity of wills. It originated in England in the mid 1800s, and was adopted by our SCC 120 years ago. Recently revitalized by the BC Court of Appeal, it is a powerful tool for litigators. Will planners will learn how to prepare for this doctrine and document their files. Planners and litigators will also learn the do’s and don’ts of the new trend of videotaping will instructions.
John E. S. Poyser, BA, LLB, TEP, Whaley Estate Litigation Partners
1:45pm - 2:00pm | Closing Remarks
OPTIONAL ACTIVITIES
SATURDAY, SEPTEMBER 21, 2019
*If you would like to take part in the optional activities, please select the options below during registration. Please note that the Conference registration fee's do not include these activities below. Additional charges apply.
3:00pm-7:00pm | OKANAGAN VALLEY WINE TOUR
The Okanagan Valley is known for its bright sunshine, abundance of beaches and sparkling blue waters of Lake Okanagan. Farmers Markets and road side stands are filled with baskets overflowing with fruits and vegetables and then, then, there is the wine. The valley boasts nearly 200 wineries, each uniquely different and all with the same goal: to produce a wine that is reflective of the valley, and as such have now been recognized on the world stage.
Okanagan Country Wine Tours will lead the Conference convoy to four local wineries, ending at Summerhill Pyramid Winery where you will be given a tour of the estate and a wine tasting experience like no other!
7:00pm-9:00pm | DINNER AT THE SUMMERHILL PYRAMID WINERY ORGANIC BISTRO
Summerhill was officially designated as a member of the Canadian Signature Experiences collection by the Canadian Tourism Commission (CTC) with the program's launch in 2011. The 'Discover Pyramid Power' Signature Experience invites you to tour the Winery's sacred geometric pyramid wine cellar, taste the award winning organic wines, and pair them with farm-to-table cuisine in our Summerhill Organic Bistro. The CTC believes that the collection exemplifies a breadth of unique, authentic Canadian travel experiences that shows the world what Canada’s tourism brand is all about.
Featuring the best regional ingredients sourced from their own biodynamic gardens and local organic farmers, join us as renowned in-house Chefs prepare a savoury and memorable three-course plated dinner including:
Arugula Salad with Pears and Toasted Hazelnuts
With Pink Peppercorn Chèvre and Pea Champagne Vinaigrette.
Lemon Thyme Roasted Organic Chicken Breast
With Roasted Organic Yellow Potato Pave, Apricot and Pear Chicken Jus.
Black Forest Cake
With Okanagan Cherry Cream, Cherry Sauce, and Chocolate Crumb.
Cancellation Policy
Once payment has been processed there will be no refund issued. To cancel your attendance, please contact the PD Department at PD@cbabc.org. No refunds will be issued to non-attendees.
Accessibility & Inclusiveness
The CBABC provides access to activities for all members. The facilities for this meeting may be wheelchair accessible. For information about accessible parking or to communicate your request for other accommodation you require, please contact CBABC PD at pd@cbabc.org.
We also welcome your suggestions for enhancing the inclusiveness of our activities.
Conference Materials/Handouts
All materials will be delivered electronically one day prior to the conference date.
Participant Disclaimer - This is to confirm that you have agreed with the following terms and conditions:
All materials related to this conference are for the sole use of the above said registrant, which may not be copied, reproduced, uploaded, posted, publicly displayed, translated, distributed, shared, modified, made available on a network or other website, used to create derivative works, or transmitted in any form or by any means whatsoever without the prior express written permission of the Canadian Bar Association.
