OBA Trusts & Estates Law PROGRAM | 12:00 PM to 2:00 PM (ET)

Join us for this practical examination of guardianship applications, focusing on both the legal framework and the real-world challenges practitioners face. Our expert faculty will guide you through the full lifecycle of guardianship matters, with particular attention to cases involving personal injury settlements and the management of significant assets. You’ll get valuable insights on:

• The intersection of guardianship, ODSP, and settlement funds
• Evidentiary and procedural requirements for guardianship applications, including medical evidence and management plans
• Post-appointment obligations, including accounting, implementation of management plans, and ongoing compliance
• The role of the Office of the Public Guardian and Trustee, including oversight and reporting requirements
• Practical considerations when working with financial institutions and other stakeholders

PROGRAM CHAIRS

Josh Cohen, O’Sullivan Estate Lawyers LLP
Michelle Wen Xiao Kang, Yang Wang Law PC

SPEAKERS

Jordan Korn, Friedman Estate Litigation PC
Kostas Renieris, Goddard Gamage LLP