Register
November 12, 2024

Estate Freezes for Beginners (Litigation Issues)

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

Estate Freezes for Beginners (Litigation Issues)

November 12, 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.
Estate Freezes for Beginners (Litigation Issues)

Overview

Information Flyer

As the final seminar of this series, this CPD seminar aims to provide a helpful reminder to lawyers to ensure that, when litigating estate freeze disputes before a court, that they practice civility in the courtroom, treat the court with respect, and refrain from sharp practice. Specific hypothetical examples of potential uncivil conduct in an estate freeze dispute will be provided.

Topics Include:

  • Third party claims: which professionals and why does the scope of their retainers matter
  • ILA: who needs it and how can you use a failure to obtain it to your advantage
  • Minute books  and steps memos as evidence
 

Discussion Materials

Fullscreen Mode

Session Recording

In the Media

This article was published by Law360 Canada, part of Lexis Nexis Canada Inc. on November 11, 2024.

Fullscreen Mode

Presenters

Clare Burns

Partner, WeirFoulds LLP

Info-circle

Estate Lawyer

Jonah Waxman

Partner, WeirFoulds LLP

Info-circle
waxman

Estate Lawyer

Adam Prewer

Partner, Epstein Cole LLP

Info-circle
Adam Brewer - Epstein Cole

Family Law Lawyer

Sponsors

Scotia wealth management
b'nai brith canada
Wagner Sidlofsky LLP
Concentra
BMO Private Wealth
torken
Weir Foulds LLP

REGISTRATION
NOW CLOSED

REGISTRATION IS NOW CLOSED

See you in 2025!

© 2024. Wagner Sidlofsky LLP. All Rights Reserved.
Estate Freeze Litigation Issues Flyer

Clare Burns

Partner, WeirFoulds LLP

Clare Burns is an experienced litigator who acts in complex and highly sensitive matters. Her practice focuses on trusts, estates and capacity litigation. In 2014, Clare received the Lexpert Zenith Award for her demonstrated excellence and thought leadership in trusts and estates.

She served as the Children’s Lawyer for the Province of Ontario from 2003 to 2008 pursuant to an Order-in-Council appointment.

As the Children’s Lawyer, Clare’s office was responsible to investigate, advocate, protect and represent persons under the age of 18 in proceedings before the courts and tribunals of Ontario. In this role, she supervised more than 11,000 cases including variations of trust, will challenges, passings of accounts, guardianships and all kinds of dependant’s relief matters. She also developed expertise in personal injury matters.

Phone Envelope External-link-alt

Jonah Waxman

Partner, WeirFoulds LLP

Jonah Waxman is a Partner in the Wills, Trusts & Estates Practice Group at WeirFoulds LLP.

Before joining WeirFoulds LLP, Jonah practised at a reputable law firm serving clients throughout Peel, Southern Ontario, and the Greater Toronto Area. During this time, he was responsible for carriage over a variety of diverse litigation matters, including but not limited to guardianship and estate disputes, oppression claims, aborted real estate transactions, and solicitor-client assessments.

Jonah has appeared on contentious motions and applications before the Ontario Court of Appeal, Ontario Divisional Court of Justice and Ontario Superior Court of Justice. He has also conducted multi-week trials before both judges and juries, as well as before various administrative tribunals.

Phone Envelope External-link-alt
Adam Brewer - Epstein Cole

Adam Prewer

Partner, Epstein Cole LLP

With perseverance and a quick mind, Adam resolves even the most intricate family law issues on behalf of his clients. He believes that understanding them and what they do is essential to determining the most practical and effective solutions for their unique situations. Whether through negotiation, mediation, arbitration or litigation, Adam is consistently focused on achieving his client’s goals in an efficient manner.

Phone Envelope External-link-alt