Selected Speaking Engagements
Presenter, Probate Planning – Issues Arising from Drafting and Litigating Secondary Wills, Society of Trust and Estate Practitioners Canada, January 20, 2016.
Instructor, Trust Planning, CBA Will, Estate and Trust Fundamentals for Estate Practitioners, October 17, 2015.
Presenter, The New Tax Rules – Multiple Wills and the Impact on Drafting, The Law Society of Upper Canada, 18th Annual Estates and Trusts Summit (Day Two), October 8, 2015.
Speaker, Being of Sound Mind - Determing Capacity, Institute of Advanced Financial Plans, Symposium, October 12, 2011.
Speaker, Adminstration of Multiple Wills, The Six Minute Estate Lawyer, The Law Society of Upper Canada, April 27, 2011
Speaker, Estate Planning, The Association of Dental Technologists of Ontario, July 8, 2011.
Speaker, One Two Three or More, Multiple Wills are Such a Chore!, The Law Society of Upper Canada 12th Annual Estate and Trust Summit, November 12, 2009.
Presenter, Steps to a Successful Audit, Ontario Bar Association Estate Litigation Primer, Wednesday, December 9, 2009.
Presenter, AFTER PECORE Dealing With Survivorship Interests, Ontario Bar Association, 2008 Annual Institute, The Estate Plan: Dynamic or Dynamited, February 5, 2008
Presenter, Integration of Personal and Family Business Planning, The Canadian Institute, Symposium on Family Owned Businesses, January 15, 2008.
Presenter, Responding to Objections on Behalf of a Fiduciary, Ontario Bar Association, Estate and Trusts Section, November 29, 2007.
Panellist, A Mixed Bag of Practice Problems, Ontario Bar Association Section Meeting, April 2005.
Presenter, Using and Challenging the Use of Joint Tenancy, Ontario Bar Association 2005 Annual Institute-Estates and Trusts Program, February 2005.
Presenter, Life in a Multiple Will Regime, Law Society of Upper Canada, Seventh Annual Estates and Trusts Law Summit, December, 2004.
Speaker, Administering Multiple Wills, Ontario Bar Association, Section Meeting, 2003.
Chair and Speaker, What is a Trust?, Estate Administration for Law Clerks, Law Society of Upper Canada, November 2002.
Presenter, Wealth Management Case Law Update, Insight Information Company, February, 2002.
Speaker, Dealing with the Children's Lawyer and the Public Guardian and Trustee, Law Society of Upper Canada, Estate and Trust Forum, November, 2001.
Presenter, To Be or Not to Be Incorporated: Incorporation and Subsequent Activities of Charities, The Essential Curriculum in Charities, Osgoode Hall Law School Professional Development Program, March 6, 2001; subsequently published in “The Philanthropist”, Vol. 16, No. 4, published by The Canadian Centre for Philanthropy.
Speaker, Living with the Substitute Decisions Act, 1992, Some Practical Guidance, Canadian Bar Association, Ontario, June 2, 2000.
Speaker, Drafting Tips for Generalists, Canadian Bar Association, Ontario, June 15, 2000.
Chair, Personal Transitions, Federated Press Transition Planning Conference, February 22, 2000.
Presenter, Authority of an Attorney, Continuing Legal Education Estates and Trusts Forum, Law Society of Upper Canada, November, 1998.
Presenter, Advising the Remarrying Client, Altered States, Continuing Legal Education, Law Society of Upper Canada, April, 1997
Presenter, Taxing Your Mind - Trust Taxation Provisions to Remember, Tax and the Civil Litigator, Canadian Bar Association - Ontario, May, 1997.
Presenter, Decision to Incorporate and Corporate Changes, Without a View to Profit, Canadian Bar Association - Ontario, November, 1995.