September 6, 2023

Mediation

September 6, 2023 at 12:00PM (ET) on ZOOM
This Lunch and Learn seminar will talk about Mediation. Key topics include the relevant rules of meditation; examinations prior to mediation; appointment of an ETDL, who to choose as an ETDL, and whether to post a corporate bond; and tax issues to be considered.

Mediation

September 6, 2023
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.
Mediation

Overview

This Lunch and Learn seminar will talk about Mediation. Key topics include the relevant rules of meditation; examinations prior to mediation; appointment of an ETDL, who to choose as an ETDL, and whether to post a corporate bond; and tax issues to be considered. Strategic considerations will also be covered, such as choosing a mediator; when to go to mediation; client preparation; the Mediation Brief; and drafting the settlement agreement.

Topics include:

  • Relevant Rules
  • Examinations prior to mediation
  • Tax issues to be considered
  • Choosing a mediator
  • When to go to mediation
  • Preparation of client
  • The role of an ETDL and who is appropriate for that role

 

Discussion Materials

Main Paper

Draft Agreement

Session Recording

Presenters

Partner, Torkin|Manes

craig-vander-zee

Partner, Wagner Sidlofsky LLP

david-wagner

Partner, Wagner Sidlofsky LLP

James dunphy

Gold Sponsors

b'nai brith canada
Wagner Sidlofsky LLP
Toronto Dominion Bank

Silver Sponsors

Bank of Montreal - Trust and Estate Services
Gold Sponsors
b'nai brith canada
Wagner Sidlofsky LLP
Toronto Dominion Bank
Silver Sponsors
Bank of Montreal - Trust and Estate Services

Craig Vander Zee

Partner, Torkin|Manes*

Craig is certified as a Specialist in Estates and Trusts Law. His practice includes all aspects of estate, trust, capacity, fiduciary and power of attorney disputes and litigation for clients consisting of individuals, trust companies, government agencies and other organizations.

* Legal services provided through Craig Vander Zee Professional Corporation

David Wagner

Partner, Wagner Sidlofsky LLP

David practices exclusively in commercial and estate litigation. He appears regularly on behalf of clients in shareholder disputes, oppression remedies, contractual disputes and torts. In the context of estate litigation fights, David routinely is involved in Will Challenges, executor and accounting disputes.

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.