June 18, 2024

Life Insurance Proceeds, FLA Security, and Dependant’s Support

June 18, 2024 at 12:00PM (ET) on ZOOM

Life Insurance Proceeds, FLA Security, and Dependant’s Support

June 18, 2024
at 12:00PM (ET) on ZOOM
This program is eligible for CPD hours required of Lawyers.
This program is eligible for CPD hours required of Lawyers.
Life Insurance Proceeds, FLA Security, and Dependant’s Support

Overview

This CPD seminar will consider whether a family lawyer that lacks knowledge of the estate considerations and the Succession Law Reform Act should recommend that the client seek advice from an estate lawyer, or whether the family law lawyer can secure a legal opinion from an estate lawyer on these issues.

Topics include:

  • Section 34(1)(i) of the Family Law Act and life insurance proceeds as security.
  • Section 72 (1)(f) of the Succession Law Reform Act and life Insurance proceeds as part of the notional Estate for support purposes.
  • Structuring separation agreements as contemplated by Katz v. Katz, 2014 ONCA 606 (Ont. C.A.).
  • Making sense of the intersection of the FLA and SLRA.

Presenters

Counsel, Wagner Sidlofsky LLP

David Freedman

Estate Lawyer

Partner, Wagner Sidlofsky LLP

James dunphy

Estate Lawyer

Sponsors

b'nai brith canada
Wagner Sidlofsky LLP
BMO Private Wealth
torken
Weir Foulds LLP
life insurance proceeds
David Freedman

C. David Freedman

Counsel, Wagner Sidlofsky LLP

David brings an approach to resolving his clients’ legal issues that is rooted in a deep understanding of the law but is very pragmatic. He is happy to work with clients on simple and complex matters and within the confines of a client’s resources.

James dunphy

James Dunphy

Partner, Wagner Sidlofsky LLP

James is a partner at Wagner Sidlofsky LLP. He practices exclusively in the areas of estate litigation, where he is certified as a Trust and Estate Practitioner, and commercial litigation. As a former criminal defence lawyer, James is well accustomed to high conflict, high stakes litigation. James is an assertive, knowledgeable advocate for his clients.