November 12, 2019 Full Day Live Webinar

This live webinar will be held on November 12, 2019 at 9:00 a.m. to 5:30 p.m. The cost of this webinar $150 (+ tax) and you will earn 7.0 PD hours for registering. 

Please click the above link for more information on the topic descriptions and how to register. 

12 Nov 2019, 9:00 AM

7 CPD hours


Register Now

Course Description

1. Family Business Succession:  Recognize the Pitfalls to Avoid Litigation (9:00 a.m. to 10:00 a.m.)

Family business succession planning often results in corporate shares being held in a trust.  Trust controlled corporations present unique challenges for trustees.  Your trustee clients will encounter issues of transparency, accountability and conflict of interest, to name a few.  Many disputes can be avoided through the proper exercise of the trustee’s discretionary powers, or even better during the planning process.  This presentation will help you recognize the issues which can lead to litigation and offer tips to help you advise your clients during the planning and administration stages.  Topics will include:

  • majority vs. minority interests
  • duties and obligations of trustees who administer trusts which control corporations
  • beneficiaries’ right to information
  • dealing with conflicts of interest
  • exculpatory clauses: to what extent are they enforceable
    Speaker: Eric Hoffstein,  LL.B. of Fogler, Rubinoff LLP  

2. TBA (10:05 a.m. to 11:05 a.m.)

    Speakers: Clare Burns, LL.B., LL.M. & Hayley Peglar, J.D. of WeirFoulds LLP    

3. TBA (11:10 a.m. to 12:10 p.m.)

    Speaker: Maria Velichko, J.D. of Wilson Vukelich LLP

4. My Client’s Disputes are Affecting Business. What do I do? (1:15 p.m. to 2:15 p.m.)

You are a most trusted advisor to your clients. What do you do when your client is involved in a family or business dispute that is affecting their ability to focus on their business and personal objectives?  What can you do if you cannot get instructions ?What happens when disputes become all out wars and litigation and what can happen if conflict is dealt with in a mediation process. Learn more about your super powers and how to deepen your relationship as a trusted advisor to your clients.

    Speaker: Robin Dodokin LLB, LLM., Q. Med (Mediator/Lawyer)

5. Winning Your Prospects' Trust Through Your Website (2:20 p.m. to 3:20 p.m.) 

    Speaker: Andy Bush of Bush Marketing

6. TBA (3:25 p.m. to 4:25 p.m.) 

    Speaker: Gary D. Indech B.Sc., M.A., LL.B., J.D. of Feltmate Delibato Heagle LLP 

7. TBA (4:30 p.m. to 5:30 p.m.)

    Speaker: Nick Di Mondo, LL.B. of Di Mondo Consiglio LLP

Within 24 hours of the webinar, we will forward you an e-mail with instructions for accessing the live webinar.

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225. 

Course Walkthrough

  • Certificate: November 12, 2019 Full Day Live Webinar
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About the Instructor(s)

Picture of Clare Burns
Clare Burns
Picture of Andy Bush
Andy Bush

Andy Bush is a web marketing consultant and the owner of Bush Marketing, a leader in Canadian web design and internet marketing. Andy has been an internet marketing strategist for over 15 years. Bush Marketing partners with businesses to develop websites that engage their market and provide them with exceptional ongoing support and guidance.

Picture of Nick Di Mondo
Nick Di Mondo
Picture of Robin Dodokin
Robin Dodokin

Robin Dodokin is a conflict resolution expert who is committed to assisting parties repair and preserve relationships, wherever possible. Her conflict resolution expertise includes effectively representing, business owners, shareholders, companies, creditors, financial institutions, debtors, trustees, insolvency practitioners and individuals in business and insolvency matters and mediating disputes between business partners or owners, family members, shareholders and / or beneficiaries.

Robin brings 25 years of unique experience as a commercial litigator, insolvency lawyer, certified mediator, negotiator coach and problem solver to all of her engagements. Robin is a persuasive and effective advocate. Her reputation enables her to build referral and working relationships with lawyers, accountants, tax specialists, real estate lawyers, bankers, investment advisors, insolvency practitioners, business consultants, coaches, and form multi-disciplinary teams when required. 

Since 2010, Robin is regularly appointed to mediate all aspects of litigation disputes. She mediates matters between business partners, shareholders, beneficiaries and other litigants about business matters, succession, family business matters, contractual disputes, negligence and elder care. As an intuitive and creative mediator with an ability to diffuse highly charged situations, Robin is expert at reframing perspectives, exploring narratives and encouraging parties to reach agreements with levity. She assists parties to understand their conflict resolution preferences and learn to approach their conflicts from a more thoughtful and less reactive perspective. In addition, she has facilitated communication workshops and family meetings for families.

Having studied system theory in groups and being keenly aware of how individuals and systems have a tendency to repeat behaviours and patterns when involved in stressful situations or conflict, Robin believes that the best solutions to disputes between parties with on-going relationships are created by the parties and not imposed by a judge. She also appreciates that there are circumstances when litigation may be the logical route, especially in those matters where court supervised processes are required or fraud is involved.

Robin has extensive experience in the Superior Court of Justice, Commercial and Bankruptcy Courts, commencing and litigating court proceedings to obtain court orders for injunctive relief; appointing and representing receivers; preserving and freezing property; setting aside fraudulent conveyances; attacking preferences; tracing proceeds and pursuing frauds; court supervised sales and claims processes; determining priorities; respecting rights; and obtaining damages. In addition, she has expertise in representing business partners and shareholders, litigating business and shareholder disputes including seeking oppression and winding up and all related remedies.

As an acknowledged expert in her areas of practice, Robin is frequently invited to speak on topical and timely subjects, including insolvency issues, family business disputes, mediation and conflict resolution. 

Robin is a past Chair of the Ontario Bar Association Insolvency Law Section and a long­ standing member of the Toronto Commercial Court Users Committee, Turn Around Management Association, ADR Institute, Purposeful Planning Institute and Family Firm Institute. Robin is also a volunteer mediator with Pro Bono Ontario.

Picture of Eric Hoffstein
Eric Hoffstein

Called to the Ontario Bar in 2001.  B.Sc. (McGill), LL.B. (Windsor).  Eric is a partner with Fogler, Rubinoff LLP practicing litigation and dispute resolution with a special emphasis on trust and estate litigation.  Eric has extensive experience advising and representing individuals, corporations, charities and financial institutions in disputes concerning the administration of property by trustees, executors, guardians and attorneys, the validity and interpretation of wills, the rights and obligations of beneficiaries, fiduciaries and others with financial interests in trusts and estates, capacity proceedings, and disputes over the management and succession of family businesses.  Eric also has significant experience in corporate and commercial disputes, including shareholder remedies and injunctive relief, and disputes involving real estate, including construction, development and leasing matters.

Eric is named as one of Canada’s Repeatedly Recommended Estates lawyers by The Canadian Legal Lexpert® Directory.  He is also recognized as a leading lawyer in The Best Lawyers™ in Canada: Trusts and Estates. 

He has appeared as counsel at all levels of Ontario courts and at the Supreme Court of Canada.  Eric is a frequent speaker at legal conferences and publishes regularly on trust and estate topics, for both Canadian and US audiences.  He is a director of a local charity and is a former executive committee member of the OBA Trusts & Estates Section.  Eric is also a member of STEP Canada, Estate Planning Council of Toronto, Canadian Association of Gift Planners, The Advocates’ Society, and the American Bar Association.

Picture of Gary Indech
Gary Indech

I studied law at the University of Windsor and the University of Detroit-Mercy, graduating from the joint law program in 1994, with my LL.B./J.D. degree.  Prior to attending law school, I received my Bachelor of Sciences degree in Zoology and Anthropology from the University of Toronto and my Masters of Arts degree in Medical Anthropology from the University of Pennsylvania.  I was called to the Bar of Ontario in 1997.

After practicing law as a sole practitioner in Toronto for the first 6 years of my career, I joined Rutman & Rutman Professional Corporation in Brampton in 2003, and began to focus my practice in residential real estate and mortgage refinancing law, wills and estate planning and estate administration.  In January 2011, I left Rutman & Rutman to begin Indech Law Chambers Professional Corporation in Milton.  In November, 2012, I purchase the law practice of Nichols & Servos, Barristers & Solicitors, following the retirement of Joseph Servos.  Then, in July, 2017, I relocated Indech Law Chambers from Milton to Toronto, both for personal and professional reasons.  Finally, in February of 2018, I was recruited by Feltmate Delibato Heagle LLP of Burlington and Oakville.  In May 2018, I closed Indech Law Chambers, having accepted a position as senior associate lawyer in FDH’s Oakville office.

I currently specialize in two areas:  (1) residential real estate and mortgage refinance law, and (2) wills and estate planning and estate administration.  Within my estates practice, I focus my practice in five areas:  (1) seniors and elder estate planning, (2) estate planning for individuals with disabilities, (3) estate planning for individuals with corporate/business interests, (4) estate planning for people with complex family issues, and (5) probating estates and estate administration.

My interest in elder issues began while I was studying at the University of Pennsylvania.  As a graduate student, I conducted an anthropological research study of an elder community in South Philadelphia, examining health and well-being issues in seniors.  This original study spawned my interest in the elderly which has carried forward into my legal practice of wills and estates.  In 2015, I completed the course in elder law with the Osgoode Professional Development Centre, receiving the Osgoode Certificate in Elder Law.  In 2018, I also received the Osgoode Certificate in Wills and Estate Planning.  I now have duel expertise as an elder law and wills and estates practitioner.

In addition to my specialized training, I differentiate my law practice by offering my clients the added-value mobile service.  My clients are most appreciative of the mobile service as I meet my clients in their homes, hospitals, seniors’ residences and home-care facilities, and independent locations, anywhere in the GTA and beyond, on an appointment and needs basis.  This unique service adds to their convenience.

Finally, my philosophy of legal practice is to treat all my clients with the highest level of courtesy, respect, integrity, honesty, patience and professionalism.  I listen very carefully to my clients’ needs and devote my full attention to advising and solving their legal issues, as best as possible.

Picture of Hayley Peglar
Hayley Peglar
Picture of Maria Velichko
Maria Velichko
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