Wills & Estates Conference 2019 

Sep. 20-21, 2019
Kelowna BC

Date: Friday, September 20 - Saturday, September 21, 2019
See Full Agenda Below
 
Location: Manteo Resort Waterfront Hotel
762 Lakeshore Road, Kelowna BC
(Waterfront Room)
 
Keynote: To be Announced
 


CONFERENCE REGISTRATION
$450.00   CBA Members (+GST)
$650.00   Non-CBA Members (+GST)*
 

OPTIONAL ACTIVITIES (Saturday, September 21, 2019)
$140.00   Okanagan Valley Wine Tour (+GST)
  $75.00   Dinner at the Summerhill Pyramid Winery Organic Bistro (+GST)



*Become a member within 30 business days of this conference, and receive a refund for the difference in the conference registration fees for members and non-members.


FRIDAY, SEPTEMBER 20, 2019
 


5:00pm - 6:00pm  |  Networking and Cocktail Hour
6:00pm - 7:00pm  |  Three-Course Plated Dinner
 

7:00pm - 8:00pm  |  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
Barbara Janzen, Owen Bird Law Corporation
Rebecca Morse, Farris, Vaughan, Wills & Murphy LLP

 

8:00pm - 9:00pm  |  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  |  CONFERENCE KEYNOTE ADDRESS
 

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.

 

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    3:00pm (PT)

     

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    SPECIAL ROOM RATES

    Manteo Resort
    Deluxe: $210
    One Bdrm Suite: $230
    Two Bdrm Villa: $379
    Three Bdrm Villa: $419

    Hotel Eldorado
    Heritage Standard: $199
    Heritage Superior: $210
    Arms Guestroom: $230
    Luxury Lakeview: $379


    To receive these special rates, call Hotel Reservations at
    (1.800) 445-5255 or email refresh@manteo.com, and identify yourself as a participant attending the "Canadian Bar Association - Conference."


    CHECK-IN/OUT
    Check-In: 4:00pm

    Check-Out: 11:00am
    (Please ask for late checkout - If not availble, the Hotel will hold your bags in storage if you plan on leaving after the final session on Saturday)

     


    Learn more about other
    PD Programs!
     
     
 

CONTACT INFO

CBABC Professional Development
1.888.687.3404 | 604.687.3404
pd@cbabc.org