Selected Speaking Engagements
"US-Canadian Planning Updates," STEP Los Angeles Conference, December 2019
"A Century of Trust Law in Asia & in North America," New York State Bar Association International Section Global Conference, November 2019
"Mine or Yours? Community Property in Different Jurisdictions," STEP Israel Annual Conference, June 2019
"Private Clients and Non-Israeli Trusts: Practical and Tax Considerations: The Use of Non-Israeli Trusts for and by Israeli Residents - Canada," Israel Bar Association Committee for Private Israeli Law, June 2019
"Wills Drafting," Osgoode Professional Development, February 2019
“Estate Planning Issues for Blended Families,” RBC Wealth Management Services Conference, November 2018
“Estate Planning and Administration,” Osgoode Professional Development, November 2018
“Tips, Traps and Opportunities When International Planning Comes into the Picture,” STEP Atlantic, October 2018
“Harmonizing Wealth Transfer Across the Canada-United States Border: The Challenges of Canada-United States Estate Planning,” NYSBA International Section Seasonal Meeting 2018, October 2018
“Foreign Administrations and Administrations Under Multiple Legislations,” Practice Gems: Administration of Estates 2018, LSO, September 2018
“Legal Fundamentals for Private, Owner-Managed and Family Businesses,” Aird & Berlis LLP Webinar, September 2018
“Winding Up an Estate,” STEP 20th National Conference 2018, May 2018
“Cross-Border Retirement Planning,” STEP International Trust and Estate Planning Forum: Around the Globe in 2018, May 2018
“Legal Lens on Women’s Health: Age and Your Career,” Aird & Berlis LLP Webinar, April 2018
“July 18th Tax Proposals Q&A,” STEP Canada's Live National Webcast, November 2017
“Effective Estate Planning for Blended Families,” RBC and Royal Trust Company Presentation, October 2017
“Estate Planning Issues for Blended Families: How to Maintain Harmony While Protecting Your Assets,” Aird & Berlis LLP Estates & Trusts Webinar, June 2017
“Advisor Collaboration … and the True Cost of Estate Plans,” 2017 CALU Annual Meeting, May 2017
“Estates Law Update,” Aird & Berlis LLP Estates & Trusts Webinar, April 2017
“Common Complexities: There’s No Such Thing as a “Simple” Estate,” STEP Canada, February 2017
“Planning for People with Special Needs,” STEP Toronto, September 2016
“Estate Planning and the Jewish Laws of Inheritance,” STEP Canada National Conference, June 2016
“Competing Fiduciary Obligations,” STEP Toronto, May 2016
“Estate and Gift Planning,” McMichael Art Foundation, May 2016
“Cross-Border Estate Planning,” STEP Los Angeles, May 2016
“Drafting Trusts: Avoiding Common Pitfalls,” Ontario Bar Association, February 2016
“Key Estate Planning Considerations for the High Conflict Family,” Osgoode Professional Development Centre, February 2016
“Probate Planning in Light of the Recent Changes to the Estate Administration Tax Act,” Ontario Tax Conference, October 2015
“Practice Gems: Estate Administration Checklist,” LSUC, September 2015
“The New Qualified Disability Trust Regime,” STEP Canada Conference, June 2015
“Annual Intensive Wills and Estates Workshop,” Osgoode Professional Development Centre, 2007-2017
“Cross-Border Tax and Estate Planning: Tips and Traps,” National Academy of Elder Law Attorneys Conference, April 26, 2012