Estate, Trust and Capacity Law Breakfast Series
Our Breakfast Series presentations are offered several times a year and provide valuable information on topics of interest to estate practitioners. You can attend these presentations in person, dial-in for live audio or view the presentation live via webcast.
The next Breakfast Series: June 13th, 2013. For more information please contact us at 416-369-1140.
Presentations are held at the Ontario Bar Association facilities at 20 Toronto Street, second floor, Toronto, Ontario. Our next presentation will take place on June 13th, 2013. The upcoming Breakfast Series topic will be "Estates and Family Law" presented by Ian Hull, Suzana Popovic-Montag and guest speaker, Fareen Jamal.
2013 Breakfast Series Presentations
Text from prior Breakfast Series presentations Is provided below.
If you would like to order an audio CD of a previous presentation, click here. For more information on our Breakfast Series, please contact Sarah Koslicki at 1-416-369-1140 (press 0).
2012 Breakfast Series Presentations
- October 18, 2012: Estate, Trust and Capacity Law
- June 2012: Testing for Capacity and Undue Influence: A Practical Guide
- View June 2012 Webcast
- January 2012: Issues Relating to the Joint Ownership of Property
- January 2012: Professional Conduct Issues for Estate Solicitors
- January 2012: Disinheritance – How Do You Effectively Do It?
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+2011 Breakfast Series Presentations
- September 2011: Litigation Administrators and Representation Order
- September 2011: Is it a Gift? McNamee v. McNamee A look at the Recent Decision of the Ontario Court of Appeal
- September 2011: Selected Ethical Issue for the Estate Planner
- June 2011: The Digital Legacy: Add it to your checklist
- January 2011: A Review of Recent Trust Case Law
- January 2011: Guardianship - What Is It and What is Required
- January 2011: Proprietary Estoppel - Consider it a Claim Against the Assets of an Estate
- + 2010 Breakfast Series Presentations
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+ 2009 Breakfast Series Presentations
- September 2009 Recent Case Law Developments for the Estate Solicitor
- September 2009 The Estate Planning Retainer - Acting for Husband and Wife
- September 2009 Where There's A Gift, There's A Way: The Application of the Cy-Pres Doctrine
- June 2009 Recent Case Law Developments
- June 2009 The Estate Trustee During Litigation
- June 2009 The Tricky Business of Administration Bonds
- January 2009 Dependant's Relief: Cummings and Beyond
- January 2009 A Trustee's Discretion to Benefit vs. A Guardian's Obligation to Support
- January 2009 Insolvent Estate
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+ 2008 Breakfast Series Presentations
- October 2008 Fiduciary Accounting Obligations - How Far Will The Court Go? – Recent Caselaw Developments
- October 2008 Dealing With The Body, and other Estate Issues that Arise Immediately Upon Death
- October 2008 The Will To Decide – What to do when the Capacity is in Question
- June 2008 Recent Caselaw Developments
- June 2008 Evidence in Estate Litigation and What to Watch for as the Drafting Solicitor: Key Issues and Update
- June 2008 The Challenge of Exercising an Estate's Controlling Interest in a Private Corporation
- January 2008 Can I encroach and, if so, how? Trust issues in an estates context
- January 2008 Estate Law Remedies - What to watch out for when administering an Estate
- January 2008 Considerations in Negotiating the Removal and/or Replacement of a Trustee
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+ 2007 Breakfast Series Presentations
- October 2007 Mutual Wills - A Review
- October 2007 Settlements when dealing with Minors and Incapable Beneficiaries
- October 2007 Secret Trusts and Powers of Appointment
- June 2007 Demand Promissory Notes & Estates
- June 2007 Distribution Delayed Reasons to Wait
- June 2007 Six Recent Cases You Might Consider Reading
- January 2007 Taking Care in Taking Instructions
- January 2007 The Ontario Disability Support Program
- January 2007 The Fundamentals of Estate Administration
- + 2006 Breakfast Series Presentations
- + 2005 Breakfast Series Presentations
- + 2004 Breakfast Series Presentations
- + 2003 Breakfast Series Presentations
- + 2002 Breakfast Series Presentations
- + 2001 Breakfast Series Presentations
- + 2000 Breakfast Series Presentations
