Our Breakfast Series presentations are offered several times a year and provide valuable information on topics of interest to estate practitioners. You can attend these presentations in person, dial-in for live audio, or view the presentations live via webcast.

Presentations are held at the Ontario Bar Association facilities at 20 Toronto Street. Our next presentation will take place on Wednesday, June 4, 2008 and will cover three topics:

"Recent Case Law Developments that Impact an Estate Solicitor's Practice" - by Ian M. Hull
"Evidence of Intention and What to Watch for as the Drafting Solicitor: Key Issues and Update" - by A. Sean Graham
"The Challenge of Exercising an Estate's Controlling Interest in a Private Corporation" - by David M. Smith

Text and videos from prior Breakfast Series presentations are provided below. If you would like to order an audio CD of a prior presentation, click here.



Archived Breakfast Series –

Jan 2008	Estate Law Remedies - What to watch out for when administering an Estate Can I encroach and, if so, how? Trust issues in an estates context Considerations in Negotiating the Removal and/or Replacement of a Trustee View Webcast

Oct 2007	Settlements when dealing with Minors and Incapable Beneficiaries Secret Trusts and Powers of Appointment Mutual Wills - A Review View Webcast

Jun 2007	Six Recent Cases You Might Consider Reading Demand Promissory Notes & Estates Distribution Delayed Reasons to Wait View Webcast

Jan 2007	The Fundamentals of Estate Administration The Ontario Disability Support Program Taking Care in Taking Instructions View Webcast

Sept 2006	Spousal Trusts Support Claims by the Non-married Spouse Elder Fraud: When is the Bank Liable?

Jun 2006	Recent Developments in Joint Accounts Removal of Estate Trustees Revisited Standing in the Shoes of an Estate Trustee and Getting Paid View Video

Jan 2006	Preparing Estate Accounts – A “Hands-On” Overview – Part II View Video

Sept 2005	Preparing Estate Accounts – An Overview – Part I View Video

Jun 2005	“Dead” Lines in Estate administration – A Refresher Passing Over: Who, What When, Why and How Will Planning and the Succession of a Family Business

Jan 2005	Contracts and Wills Executor’s Options for Minor’s Funds Review of Estate Related Tax Matters

Sept 2004	Equalizing Gifts in Wills Gifts Per Stirpes – Drafting it the Safe Way Protecting and Preparing Estate Freezes

Jun 2004	Will Drafting Mistakes Beyond the Basics

Jan 2004	Incentive Trusts Protecting and Documenting Inter Vivos Gifts Special Drafting Issues for Powers of Attorney

Sept 2003	Advising Executors and Testators on Creditors, Spousal and Dependants’ Claims Getting Wills Signed in Difficult Situations – Due Execution for Solicitors The Family Meeting – A Pre-Emptive Strike Against Estate Litigation

Jun 2003	Avoiding Probate in Land Titles Concerns for the Retiring Solicitor The Executor as Corporate Director

Jan 2003	Tough Acts to Follow – 8 Lesser Known Statutory Provisions in Estate Administration

Sept 2002	Discretion to Encroach: Do the Beneficiary’s Personal Resources Matter Guardianship of Minors Should a Lawyer, Acting as Executor, Charge GST on Compensation

Jun 2002	The Ongoing Obligations of the Estate Planning Retainer with Husband and Wife

Dec 2001	Drafting Wills to Protect the Disabled Beneficiary

Jun 2001	Indemnities and Releases for Executors Multiple Wills Update The Effects of Separation Agreements and Releases on Wills, Joint Property and Beneficiary Designations

Feb 2001	Dependant’s Support Claims, Avoiding Problems with Powers of Attorney

Sept 2000	Five Cases Every Estates Lawyer Should Know About

Jun 2000	Solicitor’s Negligence in Estate Matters – Will Drafting Considerations for the Civil Litigator and Some Minefields to be Avoided

Estate, trust and capacity law Breakfast Series

Estate, trust and capacity law
Breakfast Series