Pitfalls in the Practice of Wills & Estates; Joint Asset Planning; Dealing with an Insolvent Estate: Navigating through the Process; Differences Between Private Foundations, & Donor-Advised, Donor-Restricted, & Donor-Endowed Gifts | CPDonline.ca

Pitfalls in the Practice of Wills & Estates; Joint Asset Planning; Dealing with an Insolvent Estate: Navigating through the Process; Differences Between Private Foundations, and Donor-Advised, Donor-Restricted, and Donor-Endowed Gifts

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Credits
Professionalism (Ethics, etc.): 0.25
15 minutes
Substantive: 0.75
45 minutes
Published
2023
Presenter(s)
Kelsey Buchmayer
Karen Cooper
Ray Leclair
Dylan McGuinty
Source
County of Carleton Law Association (CCLA)
Provider
CPDOnline.ca
Language
English
Length
65 minutes
Price
$119.00 plus tax
Includes Handouts

Ray Leclair discusses the Pitfalls in the Practice of Wills & Estates; Dylan McGuinty presents Joint Asset Planning; Kelsey Buchmayer presents Dealing with an Insolvent Estate: Navigating through the Process; Karen Cooper explains the differences between private foundations and donor-advised, donor-restricted, and donor-endowed gifts, and what estate planners need to know when recommending one type over the other. Are gift agreements and donor-advised funds reportable as trusts?

Presenters

Kelsey Buchmayer

Kelsey Buchmayer is an associate in Gowling WLG's Ottawa office, practising in the Advocacy and Business Law groups. Kelsey's practice focuses on estate planning and administration as well as Indigenous law. Kelsey obtained her JD from the University of Windsor. During her studies, Kelsey Completed a clerkship at the Supreme Court of the Northwest Territories in Yellowknife and mooted in the Global Rounds of the Philip C. Jessup International Law Moot Court Competition. Before law school, Kelsey worked for the Government of Canada as a policy analyst with Indigenous Services Canada and Crown-Indigenous Relations and Northern Affairs Canada, where she drafted and implemented legislation, managed departmental budget submissions, and worked with the Specific Claims Branch Negotiation teams. Kelsey has an MA from the University of Ottawa and a BA from the University of King's College

Karen Cooper

Karen Cooper practices charity and not-for-profit law with an emphasis on corporate and tax issues. After two years clerking at the Federal Court of Canada, Ms. Cooper was called to the Ontario Bar in 1995 and became counsel for the Department of Justice in tax litigation. She then went to Lang Michener to practice tax planning and litigation, commercial litigation, and general business law, before moving on to become a Senior Rulings Officer with the Income Tax Rulings Directorate of the Canada Revenue Agency. Ms. Cooper has been recognized as a leading expert in charity and not-for-profit law by Lexpert and The Best Lawyers in Canada. In addition to her considerable legal experience, Ms. Cooper also has extensive speaking and teaching experience, including presenting workshops for the Chartered Professional Accountants of Canada, as a sessional lecturer at Carleton University School of Business teaching Business Law, and a part-time professor at the University of Ottawa Faculty of Common Law teaching basic taxation and an advanced seminar (Introduction to the Law of Charities and Non-Profit Organizations). Ms. Cooper has also worked as a consultant providing advice to the Department of Justice, Environment Canada, and the former Canadian Advisory Council on the Status of Women with respect to tax policy issues and is currently serving on the Board of Directors of the Canadian Land Trust Alliance and the Kemptville District Hospital, as well as a member of the Canadian Tax Foundation, Canadian Association of Gift Planners, Association of Fundraising Professionals, the Society of Trust and Estate Practitioners, and on the Executive of the Charity and Not-for-Profit Law Sections of the Ontario Bar Association and the Canadian Bar Association. Ms. Cooper is a frequent author and speaker, as well as a contributing author to The Management of Charitable and Not-for-Profit Organizations in Canada (LexisNexis Butterworths).

Ray Leclair

Ray Leclair

Ray Leclair joined Lawyers’ Professional Indemnity Company (LawPRO) in June of 2008 in the role of Vice President, TitlePLUS, and as of May, 2012 became Vice President, Public Affairs, responsible for government relations efforts at LawPRO.

Formerly General Counsel for the Kanata Research Park Corporation, a development company and major commercial landlord in Ottawa, Ray has practised in both major national law firms and as a sole practitioner, and was a part-time professor at the University of Ottawa Law School and Cité Collégiale instructing the French language portion of the real estate law course. He also served for 15 years as the Ottawa senior instructor for the French and English Real Estate Sections of the Bar Admission Course and member of the Law Society of Upper Canada’s Solicitor Advisory Group, Licensing Process.

Called to the bar in 1984, Ray is Past-Chair and remains an active participant of both the National Real Property Section of the Canadian Bar Association and of the Real Property Section of the Ontario Bar Association, past Co-Chair and remains a member of the Working Group on Lawyers & Real Estate, and President of the Ontario Real Estate Lawyers Association (ORELA).  Former member of the Ontario Bar Association Council, past executive member of CBA’s National Sections Council, past member of its budget committee and formerly Vice President of the North American Bar-related® Title Insurers, past President of the Advisory Committee for the Cité Collégiale Legal Assistants Program. Ray volunteered as Manager of the fundraiser TOM* MensFashion4Hope and a VIP & Sponsor Relations Officer for semi-annual Toronto Men’s Fashion Week (TOM*). Ray is and has been a frequent speaker/presenter, in French or English, in numerous programs on various real estate and other law related topics in Canada and the United States.

Dylan McGuinty

Dylan McGuinty graduated from Osgoode Hall Law School with a Juris Doctor in Law in 2014 and was called to theOntario Bar in 2015. His main areas of practice are Wills and Estate Planning, Estate Administration,Trust Law, and assisting Executors and Legal Attorneys. He has developed and trademarked Tax SavingWills for Physicians, BusinessOwners, and retirees. Dylan has also represented clients at the SupremeCourt of Canada, the Human Rights Tribunal of Ontario, the Landlord Tenant Board, and the OntarioLabour Relations Board. Dylan has taught Law, State and Citizen At Carleton University. He also currently sits on theBruyere Continuing CareBoard of Directors to advance the care of patients in need of sub-acute, geriatric and palliative care

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