Thoughts from the Bench; Profiling the Estate & Incapacity Implications of Digital & Other Unique Assets; The Latest Jointly Held Property; Update on ODSP & related issues; New definitions of family & children – Time to Update your Precedents | CPDonline.ca

Thoughts from the Bench; Profiling the Estate and Incapacity Implications of Digital and Other Unique Assets; The Latest Jointly Held Property; Update on ODSP and related issues; New definitions of family and children – Time to Update your Precedents

Thoughts from the Bench; Profiling the Estate and Incapacity Implications of Digital and Other Unique Assets; The Latest Jointly Held Property; Update on ODSP and related issues;  New definitions of family and children – Time to Update your Precedents

To purchase this video please click “Add to Cart”.

Login to watch this video if you have a subscription. Learn more about subscriptions.
Credits
Substantive: 1.25
75 minutes
Published
2018
Presenter(s)
Amy Alksnis
Douglas Buchmayer
Erin McNamara
Robert Smith
Carol Willes
Source
County of Carleton Law Association (CCLA)
Provider
CPDOnline.ca
Language
English
Length
75 minutes
Price
$109.00 plus tax
2018 CCLA Solicitors Conference
Includes Handouts
  • Motions for Directions and Other Issues in Estate Litigation
  • Digital and Other Unique Assets: Recommendations and Best Practices in Estate & Incapacity Planning and Administration
  • The Latest Joint Property Case: Pohl v Midtal and the Gift of the Irrevocable Right of Survivorship
  • Update on ODSP and Related Issues
  • Estate Planning in the World of Modern Families: The Impact of the All Families Are Equal Act

Presenters

Amy Alksnis

Amy Alksnis received her J.D. (cum laude) from the University of Ottawa in 2013 and was called to the Ontario Bar in 2014. As an associate at Brazeau Seller Law, Amy practices primarily in the areas of Corporate Law, Estate Planning and Estate Administration. Amy assists individuals and family-owned business owners with most of their business and estate planning needs.

Douglas Buchmayer Planning Committee Member

Douglas Buchmayer is a partner in the Ottawa office of Gowling WLG, whose practice concentrates primarily in the areas of estate planning, estate litigation and estate administration. Douglas has chaired and spoken at various continuing legal education seminars over the years and has appeared on radio and television to discuss estate planning issues. A past Bar Admission Course instructor at the Law Society of Upper Canada for the Estate Practice section and current Solicitor Examination Tutor, Douglas has also lectured in the area of estate administration at the University of Ottawa for law clerks and lectured at the Faculty of Law, University of Ottawa, in trust law. Douglas is the general counsel for the Nunavut Trust, a past president of the Ottawa Estate Planning Council, and is a member of the Society of Trust and Estate Practitioners (S.T.E.P.). Douglas is a member of the East Region Solicitors Conference Planning Committee.

Erin McNamara

As the Principal of McNamara Law, Erin McNamara provides customized mobile estate planning and trust services to clients in the Ottawa and surrounding area, and the GTA. She also regularly delivers educational seminars on a variety of estate-related topics to various professional groups, clients, non-profits, and the general public. In addition, Erin teaches Wills and the Law of Succession at University of Ottawa, Faculty of Law, Common Law Section.

Justice Robert Smith

Justice Robert Smith graduated from Queen’s University in 1977, called to the Bar in 1979 and appointed to the Superior Court in Ottawa in 2002. He co-authored the Costs Compendium Update for the East Region of Ontario published in 2010 and 2012, has written many costs decisions and spoken on Costs at the County of Carleton Law Association Montebello Conference and This Hour Has 22 Judges. He is designated as one of the Class Action Judges for the East Region and member of the Commercial Panel. He was successful counsel on a lengthy class action during the 10 years before appointment, which included a 16-month trial, over 30 defendants and appeals. He practiced in areas of commercial law, civil litigation and some family and criminal law in previous years and was elected to the executive of both the County and District Law President’s Association and the Ontario Bar Association for many years, as well as involvement with other legal and charitable organizations.

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.

Share this Page