Identifying Tax Issues in Estates and Trusts Mediation (Archived Video Stream) 

Apr. 23, 2019

OBA Alternative Dispute Resolution / Trusts & Estates Law PROGRAM | Original Program Date: April 23, 2019

Heading into an estates and/or trusts mediation? Don’t forget about the tax! Estates and trusts cases can have significant income tax consequences for all parties involved. Understanding how to structure these types of settlements in tax efficient ways can add tremendous value to your clients. After providing a tax primer geared towards estates issues, our expert panel will share war stories from their practices and use them as studies to help you to spot tax issues, identify when to obtain tax advice, how to avoid tax traps, and understand how to use tax mechanisms to drive settlement by proposing creative bridge-gapping solutions to dispute impasses.

Our panel will share valuable insights on critical estates tax issues including as the tax treatment of:

  • Charitable bequests
  • Shares of a private corporation
  • Proceeds held in registered plans

Register now for this timely program.


Megan Keenberg, Van Kralingen & Keenberg LLP
Lisa Filgiano, Miller Thomson LLP


Kelly Charlebois, Miller Thomson LLP
Ewa Krajewska, Borden Ladner Gervais LLP
Edward Olkovich, Edward Olkovich Law
Marni Pernica, Aird & Berlis LLP
Kevin Yip, Fasken Martineau DuMoulin LLP


For 1 to 3 Participants CBA Member: $50*
Non-Member: $80*
For 4 or more Participants CBA Member: $75*
Non-Member: $145*

*plus applicable taxes


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