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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |