Estates | CPDonline.ca

Estates

Estates

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Credits
Substantive: 1.0
Published
2014
Presenter(s)
Elaine Rufiange
Alaina Spec
Paul Taylor
Carol Willes
Source
County of Carleton Law Association (CCLA)
Provider
CPDOnline.ca
Language
English
Length
1 hour
Price
$119.00 plus tax
CCLA Solicitors Conference
Includes Handouts
  • Taxation of Estates – Testamentary Rates
  • Powers of Attorney - Attorney’s survivorship under a joint Power of Attorney and pre-taking to avoid probate fees
  • Examination of the Personal Liability of Executors
  • Sources of Personal Liability for Executors & Survey of Executor Insurance Products
  • Cross Border Powers of Attorney

Presenters

Elaine Rufiange

Elaine Rufiange graduated from Queen’s University for both her undergraduate degree and law school. She was called to the Ontario Bar in 1986. Until 1995, she was in private practice in Ottawa, where her practice focused on real estate, wills and estates. Elaine has been Regional Counsel for the East region office of the Public Guardian and Trustee since 1995. She is a frequent speaker at conferences and also provides outreach sessions to stakeholders and families.

Alaina Spec

Alaina graduated from Carleton University with her Bachelor of Arts Honours Degree in Criminology and Criminal Justice in 2003. She then went on to Queen’s University where she obtained her Juris Doctor in 2006. In the summer of 2006, Alaina joined Low, Murchison LLP as an articling student, where she is currently an Associate. Alaina went on to obtain her Masters of Laws Specializing in Tax Law from Osgoode Hall Law School in 2013. Alaina’s practice areas include a broad range of corporate and commercial matters, with a focus on corporate re-organizations, and professional corporations. In addition Alaina services her clients, both individuals and corporations, by providing estate planning and estate administration services, as well as real estate. Alaina is a member of the Canadian Bar Association, Ontario Bar Association, County of Carleton Law Association, and STEP Canada (Student Member).

Paul Taylor

Paul Taylor is a partner in the Ottawa office of Borden Ladner Gervais LLP. Paul's practice focuses on trust, estate, and incapacity planning and administration as well as corporate law. Paul has a wide range of trust, estate, and incapacity experience, including planning for individuals with high value and complex assets, working with clients to provide for beneficiaries with disabilities, and preparing, amending, and interpreting trusts for aboriginal groups. Paul's corporate law experience includes the implementation of corporate structures as part of tax and other planning. Paul received his LLB, University of Manitoba (Robson Hall) in 2007 and was called to the Ontario Bar in 2008 and Nunavut in 2017. Paul is very active in the community and is Board President at Ottawa Salus. He's a former board member of Bruce House, Ryan's Well Foundation, and Fund for a New Generation.

Carol Willes

Carol’s experience in the estate planning world started in 2008 when she joined a major Canadian trust company as a Senior Will & Estate Planner in Kingston, Ontario. Carol came from a combination of private practice in law and consulting for clients from China to the Netherlands in the areas of business structuring, succession planning and financing. She has taught both undergraduates and executives at the Queen’s University School of Business and Faculty of Law, in the fields of international business, law and ethics. Now as Director, Will & Estate Planning at BMO Wealth Management, Carol strives to provide meaningful, client-centered advice and solutions to help real people build their legacy and find peace of mind in the context of their entire wealth story.

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