Check out the line-up

This conference blends expert knowledge with peer-to-peer collaboration to navigate the complexities of the evolving field of wills, estates and trusts. Participate in interactive sessions, network with your colleagues during breaks, and battle it out in a trivia showdown.

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Friday, October 24 — Welcome Reception

6:00pm - 9:00pm | Guest tickets available.

Show Your Will Power

Think you have what it takes to beat your peers in this trivia showdown? Compete for prizes and prove you are the expert in all things wills, estates and trusts with questions on obscure cases, historical precedents and nuanced legal concepts.

Presenters
Chelsea Dubeau, Public Guardian & Trustee BC
David Hunter, Hamilton Duncan

Saturday, October 25 | Conference Sessions

8:00am - 4:30pm

Order of sessions is subject to change.

Keep the Peace with Mediation

Litigating estates and trusts is often an emotional process for clients. Mediation is a proactive approach to resolving conflicts before they escalate and preserving familial relationships. Discover strategies to implement this effective tool into your practice while saving time and costs along the way.

Speaker
Arlene Henry, KC, AHH Law

Year in Review 

A lot can happen in a year. Stay current on important case law and legislative updates in the world of wills, estates and trusts. Share your theories on the impact of recent cases and where future decisions might land.

Speakers
Scott Boucher, Lawson Lundell LLP
Aubrie Girou, Alexander Holburn

The Pitfalls of Avoiding Probate

Simplifying wills and estates administration is useful, but not if it means skipping a crucial step. Probate helps to safeguard your clients. Avoiding it only works in specific cases and should not be the end goal. Learn from an experienced planner and litigator on when to use it and when not to.

Speakers
Catherine Kim, Boughton Law
Ken Vimalesen, Scion Law

The Corporate Trustee Alternative

Not everyone is lucky enough to have a trusted person to assist with their personal matters. Corporate trustees can act as executors or powers of attorney and manage many types of trusts. Explore the advantages and disadvantages of corporate trustees, dispel myths about their role and discuss firsthand experiences of working alongside them with your colleagues.

Speakers
Lianne Bourdages, TD Wealth Private Trust
Julia Norman, Pushor Mitchell

Three’s (Not) a Crowd

When a resolution between parties cannot be found, sometimes you need a third-party decision-maker. Never tried this approach before? Identify the how-to process of arbitrating estate matters, the benefits it offers, and the important enforceability and jurisdiction issues to consider.

Speaker
Roger Lee, DLA Piper

What’s Hot in Estates

You might need to adjust your estate planning conversations given new updates in the field. Get a rundown on changes and best practices in the evolving areas of Medical Assistance in Dying, the passing of executor accounts and more.

Speakers
Taeya Fitzpatrick, Doak Shirreff Lawyers LLP
Colin Flannigan, FH&P Lawyers

Saturday, October 25 | Conference Dinner

6:00pm - 10:00pm | Guest tickets available.

Tips From the Trenches

Keynote speaker, Alison Oxtoby, shares insights from her nearly 30 years of practicing wills, estates and trusts. Discover what she wishes she had known from the beginning, what she learned along the way and her predictions for estates practice.

Speaker
Alison Oxtoby, Fasken

Sponsors

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Hamilton Duncan Logo
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Lawson Lundell LLP logo
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