Selected Speaking Engagements
Speaker, “Effective Estate Planning for Blended Families,” RBC and Royal Trust Company presentation, October 26, 2017.
Speaker, “Five Things Every Litigator Needs to Know about Estate, Trust and Capacity Issues,” Colloquium 2017, Sudbury, October 13, 2017.
Speaker, “Will Challenge Advocacy for Estate Litigators – Expert Evidence,” Advocate’s Society, Toronto, September 28, 2017.
Co-chair, “The Annotated Powers of Attorney for Property and for Personal Care 2017,” The Law Society of Upper Canada Program, February 24, 2017.
Speaker, "Litigation Overview," CBA Will, Estate and Trust Fundamentals for Estate Practitioners, October 29, 2016.
Co-chair, “Managing, Mediating and Litigating Estate Disputes,” Osgoode Program, March 30, 2016.
Speaker, “Legal Lens on Women’s Health Facing Cancer: Thinking Beyond the Doctor’s Office,” Aird & Berlis LLP Webinar, February 25, 2016.
Panelist, “Bankruptcy and Estate Law: Administering Insolvent Estates,” The Law Society of Upper Canada Program, October 30, 2015.
Workshop leader, “Removing Executors/Trustees, A Trustee’s Duty to Disclosure and Interpreting and Constructing Wills,” CBA Will, Trust & Estates Fundamentals Course, October 15 to 18, 2015.
Speaker, "Contested Passing of Accounts," OBA Program, November 2014.
Chair, "Managing, Mediating and Litigating Estate Disputes," Osgoode Program, September 2014.
Co-chair, "Across the Country in 90 Minutes," OBA Program, April-June 2014.
Speaker, "Judge's Corner: Guidance from the Bench on Orders for Assistance and Ex Parte Relief," OBA Institute, February 2014.
Speaker, "Evidentiary Issues in Estate Litigation: A Practical Perspective," The Law Society of Upper Canada 16th Annual Estates and Trusts Summit, November 11, 2013.
Speaker, "Framing Issues and Exploring Early Resolution Opportunities," Managing, Mediating and Litigating Estate Disputes, Osgoode, June 2013.
Speaker, "Preparing the Will," Will and Estate Planning - A Primer, OBA Program, September 27, 2012
Speaker, "Five Noteworthy Aspects of Estate Litigation," The Law Society of Upper Canada Civil Litigation Summit, May 22, 2012.
Co-chair, "The Challenges Posed by the Issue of Capacity: The Impact upon Estate Planning, Estate Administration and Estate Litigation," OBA Trusts & Estates Law 2012 Institute, February 9, 2012.
Chair, “The Nuts and Bolts of Bonding,” OBA Trusts and Estates Section Program, November 29, 2011.
Speaker, “A Solicitor’s Duty of Care when preparing Wills and Powers of Attorney – How to Avoid or Withstand Challenges,” Estates and Trusts Summit, November 8, 2011.
Co-chair and Speaker, "Dependant Support Relief Applications," OBA Program, September 27, 2011.
Speaker, "Estate Planning," The Association of Dental Technologists of Ontario, July 8, 2011.
Speaker, "Beneficiary Designations," 9th Annual OBA Pension & Benefits Hot Spots Conference, May 17, 2011.
Chair, "Capacity Assessments," OBA Trusts and Estates Section Program, April 13, 2011.
Co-chair, OBA Annual Institute, Trusts and Estates Section Program, February 3, 2011.
Speaker, "Compensation Clauses for Powers of Attorney for Personal Care," LSUC Drafting and Administering Powers of Attorney for Personal Care and Property Program, September 16, 2010.
Speaker, "Powers and Duties of Attorneys: 'Resolving' Vexing Issues," The Advanced Intensive Program in Wills, Estates and Trusts, Osgoode PD, March 25 and 26, 2010.
Chair, "Dealing with Assets Outside the Jurisdiction," OBA Trusts and Estates Section Program, February 23, 2010.
Co-speaker (with Clare Sullivan, Lorna Schoenroth, Fauzia Ahmed), "Guardianships and Powers of Attorney," Client Seminar, October 27, 2009.
Chair, "Dead and Busted: The Challenges Posed by Insolvent Estates," OBA Trusts and Estates Section Program, February 24, 2009.
Speaker, "Planning for the Inevitable: Tips for Ensuring Your Intentions Are Achieved on Incapacity and Death," Eglinton St. George's United Church Presentation, November 16, 2008.
Co-chair, "The Dependants’ Support Application: from Notice of Application to Trial," OBA Trusts and Estates Section Program, October 20, 2008.
Co-speaker (with Clare Sullivan, Lorna Schoenroth, Fauzia Ahmed), "Post Death Planning and Administration of an Estate," A&B Tax Breakfast Club, October 17, 27 and 31, 2008.
Co-speaker (with Clare Sullivan, Lorna Schoenroth, Fauzia Ahmed), "Confronting the Two Certainties: Death & Taxes," A&B Tax Breakfast Club, September 19, 22 and 26, 2008.
Chair, "Power of Attorney Fraud," OBA Trusts and Estates Section Program, March 25, 2008.
Speaker, "The Notice of Objection – For the Capital Beneficiary," OBA PD, November 29, 2007.
Discussion Group Facilitator, "Issues Relating to Appointment and Discharge of Trustees and Vesting," Society of Trust and Estate Practitioners' Symposium, November 6, 2007.
"Acting for the Capital Beneficiary on a Passing of Accounts," Passing of Accounts: Getting Cost Effective Results OBA Program, November 2007.
Speaker, "Troublesome Issues Relating to Powers of Attorney for Property and Personal Care," 10th Annual Estates and Trusts Summit, November 5, 2007.
Chair, "Topical Issues in Will Interpretation," OBA Trusts and Estates Section Program, October 23, 2007.
Speaker, "The Lawyer as Estate Trustee," CLE Teleseminar, September 20, 2007.
Speaker, "Kissing Cousins III: Family and Estates Law," OBA Family and Estates Law Section Program, June 4, 2007.
Co-speaker (with David Malach, Louise Summerhill), "Minimizing and Managing the Risk of Litigation in Your Estate Planning Practice," A&B Tax Breakfast Club, March 20, 23 and 26, 2007.