THE 13 th ANNUAL ESTATES & TRUSTS SEMINA RR

Transcription

THE 13 th ANNUAL ESTATES & TRUSTS SEMINA RR
The Hamilton Law Association presents…
THE 13th ANNUAL ESTATES & TRUSTS SEMINAR
THURSDAY, FEBRUARY 12th, 2015 - 1:00 p.m. to 5:00 p.m.
Sheraton Hamilton Hotel, Centre/East Ballroom (116 King Street West, Hamilton)
TOPICS
The Debaters: Solicitors vs. Litigators
Presented by: Mark Abradjian, Ross & McBride LLP, John O. Krawchenko, J. Krawchenko Professional
Corporation, Sandra R. Stephenson, ESB Lawyers LLP and Heather McKinnon, Nolan Ciarlo LLP



Joint Accounts as an Estate Planning Tool?
Lawyers as Estate Trustees?
And Other Hot Topics!
Estate Administration: Before, During and After
Presented by: Alyson Sweetlove, Ross & McBride LLP and TBA
Taxation of Trusts Further to the Budget
Presented by: Colleen Gibb, Gibb Widdis, Chartered Accountants Professional Corporation
The Reality of Retirement
Presented by: Mary Lou Dingle




Run off coverage or increase
Files that just don’t close
Reporting to LawPRO?
Client calls post-retirement



How to retire?
When are you really retired?
Things I would have done differently two years on
Estate Planning and Estate Administration – Issues for Consideration When Dealing With Professional
Corporations
Presented by: Kristina Hyland, Catherine Olsiak and Beatrice Tam, SimpsonWigle LAW LLP
Limitation Periods in Estates
Presented by: Derek R. Fazakas, Fazakas Law Office



Leibel v. Leibel
Limitations respecting real property
Tickler information
New Regulations under the Estate Administration Tax Act
Presented by: David J. Henderson, Agro Zaffiro LLP
This program contains 0.5 Professionalism
Hours and is eligible for up to 3.5
Substantive Hours.
This organization has been approved as an Accredited Provider of
Professionalism Content by the Law Society of Upper Canada.
Crowdfunded Donations for the Family of the Deceased
Presented by: Jordan Diacur, ESB Lawyers LLP



Trust considerations
Accountability
Who steps in?


Court approval required?
OCL approval if minors will benefit?
LawPRO Presentation - Primer on Cybercrime
Presented by: Raymond Leclair, Lawyers Professional Indemnity Company


This program qualifies for the
2016 LAWPRO Risk Management
Premium Credit.
Identification of clients
Protect your computer
Committee: David Henderson, Agro Zaffiro LLP / Kristina Hyland, SimpsonWigle LAW LLP / John Krawchenko, J. Krawchenko Professional Corporation /
Catherine Olsiak, SimpsonWigle LAW LLP / Liza Sheard, ESB Lawyers LLP / Sandra Stephenson, ESB Lawyers LLP
Thank you to our sponsors:
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REGISTRATION FORM
Registration fees (includes materials and refreshments):
13% HST included in all fees
HLA Members
$220.00
(HST Registration #R122908171)
Non-Member Lawyers & Other
$275.00
Articling Students, LLP Candidates & Non-Practising Members $176.00
Need a price break?*
If so, please contact HLA Executive
Director Rebecca Bentham at
905-522-7992.
*only current HLA members eligible.
Please register me for the 13th Annual Estates & Trusts Seminar to be held on Thursday, February 12th, 2015.
Name: _________________________________________ Firm: ______________________________________ City: __________________
E-Mail: ________________________________________________Call Year: __________
PAYMENT METHOD
Cheque
Credit Card (
VISA |
MASTERCARD)
Invoice
Cash
Credit Card Number: ____________________________________________________ Expiry: _________________ CVV Number: __________
Cardholder Name: _____________________________________________________ Confirm Amount: ___________________________
Food Allergies & Dietary Restrictions: _____________________________________________________
Send to: Attn: Riane Leonard, Hamilton Law Association, 500 - 45 Main Street East, Hamilton, ON
Telephone: 905-522-1563
Fax: 905-572-1188
Email: [email protected]
L8N 2B7
Refund Policy: Registration fee less 25% plus HST is refundable if cancellation is received at least FIVE working days before the program.
Jan 06/15