The Intersection of Family & Estates Law |

The Intersection of Family and Estates Law

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Substantive: 1.5
90 minutes
Sarah Boulby
Sarah Engel
Cory Gilmore
Kimberly Whaley
Toronto Lawyers Association (TLA)
90 minutes
$129.00 plus tax
Includes Handouts

Sarah Engel, Kimberly Whaley, the Honourable Justice Cory Gilmore, and Sarah Boulby present The Intersection of Family and Estates Law


Sarah Boulby

Sarah Engel

Justice Cory Gilmore

Graduated from University of Toronto with an Honours B.A. with a speciality in French and a major in English. Graduated from University of Windsor Law School in 1992. Worked as a partner in Gilmore & Gilmore Law Office until her appointment to the bench in 2008. Practice areas included criminal law, family law and estates and trusts.

Justice Gilmore sits in Toronto and has presided over a large variety of civil, criminal and family cases since her appointment. She was the President of the Ontario Superior Court Judges’ Association from December 2014 to June 2017 and sitting Past President until June 2019. Justice Gilmore has passed the Level C civil servant French exam which permits her to hear trials in French and has been a regular educational panel member on evidentiary and advocacy issues.

Kimberly Whaley

WHALEY ESTATE LITIGATION PARTNERS (WEL PARTNERS) a litigation firm in Toronto, practicing throughout Ontario and repeatedly ranked by Canadian Lawyer as one of Canada’s Top 5 & 10 Boutique Trusts & Estates Firms, practicing in the areas of Estate, Trust, Fiduciary Litigation including Power of Attorney Disputes, Fiduciary Accounting Applications, Guardianship, Applications for Dependants’ Support, and Elder Law. Kimberly is a non-practicing solicitor of the Supreme Court of England and Wales. Kimberly is designated as a Certified Specialist in Estates and Trusts Law by the Law Society of Ontario and is repeatedly recognized as a leading practitioner by Chambers, Lexpert, Lawday, Best Lawyers, Martindale-Hubbell and Canadian Lawyer. Kimberly has held various executive board positions with the Society of Trust and Estate Practitioners Worldwide (STEP) including Toronto Branch Chair, holding the designation, TEP. In 2019 Kim was presented with a book prize at the June STEP Toronto National Conference for the session planned and presented with colleagues on Capacity. In September 2019, presented with the award of STEP Toronto Volunteer of the Year. Kimberly is a Past Chair of the OBA Estates ad Trusts Section Executive, CBA Elder Law Section and OBA Elder Law Section and has been on other OBA/CBA executives and committees over a number of years. Kimberly is a frequent lecturer at various Universities and has been an Adjunct/Sessional Professor at the University of Toronto, Queen’s University and Western University.

Kimberly regularly presents and chairs programs with the Law Society of Ontario, and the Canadian and Ontario Bar Associations as well as within the community, at community centers, libraries, hospitals, Toronto and Ontario Police and with various other professional, governmental and not-for-profit organizations including International Federation of Aging (IFA), National Academy of Elder Law Attorneys (NAELA), Society of Trust and Estate Practitioners (STEP), Baycrest Foundation, GTA Accountants Network (GTAAN), and Portfolio Management Association of Canada (PMAC).

Kimberly is an active leader in the community in her elder law initiatives serving as Civilian Cochair on a Toronto Police Services Consultative Committee, as well as a reappointed member of the Ontario Securities Commission Seniors Expert Advisory Committee. Kim is a member of the Steering Committee for the Estate Planning and Litigation Forum, Cambridge Forums Inc. Kimberly is an invited member of The International Academy of Estate and Trust Law (TIAETL), and a Fellow of the Canadian Center for Elder Law (CCEL).

FunFacts: I scuba dive, I’ve hiked Machu Pichu, driven along most of the Californian Coast with my daughter (listening to every Taylor Swift song ever made along the way-forced upon me by my daughter, author of these funfacts), I’ve tried guinea pig and alpaca, swam with sharks (in all senses of the words), ran half and full marathons, white water kayaked, rappelled down multi story buildings, I take lots of pictures and now the proud owner of a new Nikon Z7, and have a mild but constant addiction to pomegranate.

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