Estate Planning: Death Bed Wills, Estate Planning for Blended Families | CPDonline.ca

Estate Planning: Death Bed Wills, Estate Planning for Blended Families

Estate Planning: Death Bed Wills, Estate Planning for Blended Families

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Credits
Substantive: 1.5
Certifications
Financial Planning Standards Council (FPSC)
Published
2014
Presenter(s)
Eric Bennett
Brian Gillingham
Mary-Alice Thompson
Source
Cunningham Swan LLP
Provider
CPDOnline.ca
Language
English
Length
90 minutes
Price
$129.00 plus tax
Includes Handouts
  • Everything You Wanted to Know about Trusts but Were Afraid to Ask
  • Death Bed Wills
  • Yours Mine and Ours - Estate Planning for Blended Families: A Case Study

The presenters are all members of the Wills and Estates, Real Estate Law and Business Law groups at Cunningham Swan Carty Little & Bonham.

Presenters

Eric Bennett

Eric Bennett is the Managing Partner and Cunningham Swan Carty Little & Bonham. He is also the partner responsible for the Business Law Group in the firm. He provides advice on:

  • the purchase and sale of businesses
  • corporate reorganizations
  • commercial financing and security
  • shareholder and partnership agreements
  • drafting commercial agreements including commercial leases
  • succession planning for family and small business companies

Eric advises both profit and not-for-profit corporations and organizations on business structure and governance, including advice on applications for registered charity status, charitable corporations and organizations. Eric has considerable expertise in estate planning, wills, powers of attorney and family trusts.

Prior to his career in law, Eric was in commercial lending with one of Canada’s major banks. Eric joined the firm in 1988.

Brian Gillingham

Brian Gillingham provides comprehensive estate planning advice to help clients identify and implement succession plans through the use of wills, multiple wills, trusts and will substitutes.

Brian also provides guidance to estate trustees during the estate administration process and represents trustees, attorneys, beneficiaries and disappointed beneficiaries involved in contentious estate matters. As part of his wills and estates practice, Brian routinely advises clients on a variety of estate planning structures, including testamentary trusts, spousal trusts, spend-thrift trusts, alter ego trusts, Henson trusts, regulatory trusts and insurance trusts.

In addition to the above, Brian is a member of the firm’s business law and real estate law groups and advises on the following matters:

  • shareholder and partnership agreements;
  • the purchase and sale of residential and commercial real property;
  • business structures and incorporations;
  • the purchase and sale of business assets and shares;
  • business succession planning;
  • charity and not-for-profit law;
  • corporate governance matters; and
  • commercial leasing.

Brian grew up in the Kingston area and returned to practice following his call to the bar. He articled with the firm in 2011 and previously worked with the Ministry of the Attorney General in Toronto, Ontario.

Mary-Alice Thompson

Mary-Alice Thompson is a Partner with Cunningham Swan, Lawyers in Kingston. She is designated as a Certified Specialist (Estates & Trusts Law) by the Law Society of Upper Canada and she is a member of the Society of Trust and Estate Practitioners. Since being called to the Ontario bar in 1994, Mary-Alice has worked for a trust company, with a major Toronto law firm, and in her own practice, before joining Cunningham Swan in 2010. She has taught at the University of Alberta, Queen’s University Law School, and St. Lawrence College, and for the LSUC Bar Admission Course. She was the founding Chair of the Frontenac Law Association Estates & Trusts Group and is former President of the Estate Planning Council of Eastern Ontario. She is also the author, with Brian Gillingham and Robyn Solnik, of a book on will drafting, Drafting Wills in Canada: A Lawyer’s Practical Guide (LexisNexis, 2016). Mary-Alice has lectured and written on a number of topics in estates and trusts law for the Law Society of Upper Canada, the Ontario Bar Association, the Canadian Bar Association, and the Frontenac Law Association, among others. She particularly enjoys the strange and wonderful quirks of estates law!