Best Practices, Practical Tips, and Risk Management Strategies for Estate Planning (Archived Video Stream) 

Feb. 7, 2013
Toronto Online


This is the archived version of a program presented on February 7, 2013.  This video also includes the Live Q&A session from the Summer Institute Webcast Replay from July 9, 2013.  

Learn from leading practitioners and a Superior Court Judge the best practices, practical tips and risk management strategies for estate planning, estate administration, and estate litigation. Hear about how to best deal with struggles for power and control in family disputes involving an incapable parent. Three practitioners will divulge their experiences as mediators to give you an inside edge on what helps or hinders at estates mediations. You will also learn about emerging trends in trusts and estates law. Practitioners from different jurisdictions, including the UK, will forecast what’s coming to Ontario.


John O’Sullivan, Barrister and Solicitor
Edwin G. Upenieks, Lawrence, Lawrence, Stevenson LLP - Brampton


Introductory Remarks

Struggles for Power and Control: Navigating Family Disputes involving an Incapable Parent
Angela Casey, de Vries Litigation
Philippa Geddie, Counsel, Office of the Public Guardian & Trustee

Adding Value to that “Simple Will” Interview
James O’Brien, Reynolds O’Brien LLP - Belleville

Common Mistakes to be Avoided
Danielle Joel, Borden Ladner Gervais LLP
The Honourable Cory A. Gilmore, Superior Court of Justice

Tips for Success at Mediation
Moderator: Ed Upenieks, Lawrence Lawrence Stevenson LLP - Brampton
Brian Schnurr, Schnurr Kirsh Schnurr Oelbaum Tator LLP
Archie Rabinowitz, Fraser Milner Casgrain LLP
Danny Dochylo, Borden Ladner Gervais LLP

Top 20 Tips in 20 Minutes for Trust and Estates Practitioners
Kiran Gill, Lawrence Lawrence Stevenson LLP - Brampton

Emerging Trends: New Causes of Action
Moderator: John O’Sullivan, John O’Sullivan Law
Nicholas Holland, Bircham Dyson Bell - London, UK
Ian M. Hull, Hull and Hull LLP

Questions and Closing Remarks


printPrint     Bookmark and Share

    Viewer Specifications for Webcast
    Adobe Flash Player 10.2+ Test | Update
    Adobe Acrobat Reader 10.0+ Update
    High-speed internet connection Test
    Modern web browser, e.g. Internet Explorer 7+

    For 1 to 3 Participants
    CBA Member: $145*
    Non-Member: $185*

    For 4 or more Participants
    CBA Member: $195*
    Non-Member: $250*
    E-Materials included in the registration fee
    *plus applicable taxes

    Not attending the program?
    The materials for this program are available to purchase on our Publications Store.  To order the materials for this program please click here.



Ontario Bar Association
Tele: (416) 869-1047
Toll-free in Ontario