Family Law for Financial Professionals: The Basics, and Critical NTK (Need To Know) Issues - Webinar
The cost of this webinar $195 (+ tax) and you will earn 8.5 PD hours for registering.
Please click the above link for more information on the topic description and how to register.
16 May 2019, 9:00 AM
8.5 CPD hours
1. Child and Spousal Support - The Basics and Common Issues
Speakers: Lorne Fine, LL.B., Q. Arb. and Daniel Dominitz, J.D. of Fine & Associates Professional Corporation; Natalie Derbyshire and Elise Visco of Kronis, Rotsztain, Margles, Cappel LLP
2. Different dispute resolution areas, disclosure issues, timelines & disclosure obligations, and role of the financial professionals do's and dont's
Speakers: Todd Slonim, LL.B., Acc. FM, Diana Solomon, LL.B. and Timothy Deeth, J.D. of Devry Smith Frank LLP
3. Marriage and Co-habitation Agreements, and Marriage Date Issues
Speaker: Richard Diamond, LL.B. of Bales Beall LLP
4. The Emotional Side of Family Law Disputes
Speaker: Risa Ennis, B.A., AccFM (OAFM), M.A. of Risa Ennis Family Mediation and Counselling Services
5.Recent Cases Regarding the Duty of Expert Witnesses
Speaker: Meghann Melito B.A. (Hons), J.D. of MacDonald & Partners LLP
6. Double Dipping – Not All Dip is Equal from Boston to Halliwell & Excluded Property - Treatment of Income from Excluded Property
Speaker: Cheryl Williams, LL.B., LL.M. (ADR) of Williams Family Lawyers7. Tax Issues and the ‘Orderly and Equitable’ Settlement of Property and Equalization Matters in Family Law
Moderator: Alison Pengelley, J.D. of Galbraith Family Law Professional Corporation
Panelists: Hon. Donald G.H. Bowman, Todd Louie of Quantum Tax Law, Vinay Khosla, M.Acc., CPA, CA of Bateman MacKay LLP and Lorne Saltman, J.D. of Quantum Tax Law and Melanie Russell
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.
About the Instructor(s)
As former Chief Justice of the Tax Court of Canada, the Honourable Donald G.H. Bowman has extensive experience in resolving tax disputes. Mr. Bowman has made significant contributions to Canadian tax law having spent his entire legal career as a tax litigator. He joined the Federal Department of Justice – Tax Litigation Section soon after his call to the Ontario Bar, and was appointed Director in 1968. Mr. Bowman joined the law firm of Stikeman, Elliott, Robarts & Bowman in 1971, and was a partner there until his appointment as a Judge to the Tax Court of Canada in 1991. Mr. Bowman was appointed Associate Chief Judge in February 2000, Associate Chief Justice in July 2003, and Chief Justice in February 2005. Mr. Bowman also is former counsel to Dentons’ National Tax Group, and he continues to share his expertise with numerous firms as a mentor and adviser.
Joining Devry Smith Frank LLP (DSF) is very much a homecoming for Tim. Following his call to the bar in 1975, Tim practised with (what was then) McClintock, Devry & Pierce for 11 years before leaving to start his own firm.
Throughout his career, Tim’s practice was focused mainly on Family, Real Estate and Wills and Estates Law and he has vast experience in all three of these areas of law. He has appeared as counsel in family law matters in all levels of courts throughout Ontario.
Tim particularly enjoys meeting and dealing with clients on a one-on-one basis and always welcomes the opportunity to get to know new clients and help them with their problems, whether it be navigating through a difficult separation or divorce, assisting with the administration of an estate, advising clients on Estate Planning issues and preparing their Wills, or witnessing the excitement of clients in their purchase of a new home.
In the past, Tim has been a panel member of the Office of the Children’s Lawyer (formerly the Official Guardian’s Office), has sat as a Dispute Resolution Officer (a pilot project in the Scarborough Family Court), and has provided volunteer services at the Agincourt Community Services Association. He is currently a member of the Consent and Capacity panel of lawyers each of whom must be specifically designated and approved to appear before the Consent and Capacity Board.
He is happily married, has four grown children and one grandchild. In December, 2013, Tim received his black belt in Karate.
I elected to double major in Sociology and Law & Society for my undergraduate studies at York University. In 2002, I graduated cum laude, obtaining a Bachelor of Arts degree with Honours and earning a grade point average that ranked me within the top 5% of my peers. That Fall, I commenced Law School at Osgoode Hall.
During my first year of Law School, a close family member of mine went through an acrimonious divorce involving custody, parenting, support and property issues. This experience taught me that family law and issues arising from separation or divorce may impact individuals and their families on many levels. This, coupled with my childhood experience of having a foster sister, made Family Law a natural choice as to the focus of my career. I was determined to practice family law with a view to improving dispute resolution options for my clients and empowering them with knowledge to make good decisions to foster, insofar as possible, financial stability, long-term peace and happiness.
The emotional, psychological, financial and social implications of divorce are palatable and far-reaching. Everybody knows somebody that has gone through a divorce or separation and I doubt any of them could truthfully say that the experience was not transforming. Having personally gone through a divorce, I appreciate the vast implications of the legal process and the value of a good support system, alongside trusted counsel. Much of our personal identities are shaped and defined by family and friends, but most importantly, our ‘better half’. Although we cannot control the behavior of others, we do have the power to love ourselves first, act with integrity and in the best interests of our children, speak our truth and set an example for our children that they will hopefully come to appreciate over time.
I am a certified collaborative practitioner and I aim to save clients money, primarily recommending dispute resolution processes, such as collaboration, mediation and negotiation, as alternatives to court, whenever prudent. Still, there are some cases where litigation cannot be avoided and I do not hesitate to litigate, when necessary. I have several reported cases at the Ontario Superior Court level, the results of which favoured my clients. I empathize with clients and I wear my heart on my sleeve, but I am not to be under-estimated by my opponents.
Richard Diamond is a Partner at Bales Beall LLP, practicing almost exclusively in the areas of family law and civil litigation. He is called to the bar in both Ontario and Manitoba. His practice focuses heavily on the resolution of disputes through negotiation and alternative methods of resolution. He provides advice to clients on matters surrounding separation and divorce, custody, child and spousal support, the division of marital property and guidance on domestic contracts such as pre-nuptial and cohabitation agreements. Prior to law school, he served as an assistant in the offices of several federal cabinet ministers as well as an intern in the Office of the Prime Minister of Canada. He also served as national president of the youth wing for a major Canadian political party.
Daniel is a lawyer at Fine & Associates with a focus on family law. Prior to joining Fine & Associates, Daniel commenced his legal career practicing family law at a leading family law firm in Toronto.
Daniel earned his J.D. from Osgoode Hall Law School, where he received several awards including, The Honourable F.H. Barlow Scholarship for highest standing in Commercial Law, the Rudolph P. Bratty Award for academic achievement and the Dean’s Scholarship. Daniel received his H.B.A. from the University of Toronto, in 2012.
Risa Ennis began her career, after being an at home mom for several years, as a Certified Parent Educator in 1997. It was very clear to her at that time from the voluminous requests by clients, struggling to co-parent with their divorced spouses, that mediation was the best way to significantly help these clients, especially in offering a non-adversarial mechanism to draft binding parenting plans.
So she became an Accredited Family Mediator in 2000.
Along with obtaining a Master’s Degree in Pastoral Counselling in 2005 specializing in grief and relationship counselling, as well as presently being a Parent Coordinator and Collaborative Professional, she has worked to help clients successfully devise fair and child-focused parenting plans, but more importantly, helped them to accept and deal with divorce grief so they can be healthy role models for their children and move forward wisely in their post-separation lives.
Lorne J. Fine B.A., LL.B., is a well known and experienced lawyer in Toronto, Ontario, whose practice is solely dedicated to the area of Family and Divorce Law. Lorne graduated from York University with a Bachelor of Arts degree in history. He graduated from Osgoode Hall Law School in 1990 and was called to the Bar in 1992.
In addition, Lorne has furthered his law studies in Oxford University in England. After articling with Minden, Gross, Grafstein & Greenstein, Lorne established his law practice. Shortly thereafter, Lorne and his long-time friend and associate, Brian Belmont, established Belmont, Fine & Associates Barristers & Solicitors. He is also the founding member of Fine & Associates Professional Corporation.
Since being called to the Bar Lorne has furthered his studies and obtained Certificates in the fields of Negotiation, Collaborative Law, and Mediation. Lorne has mediated numerous cases and is a qualified Arbitrator (Q.Arb).
Joanna Harris practices primarily in family law. She is located in Miller Thomson's Vaughan office and regularly meets with clients in our Toronto office. Joanna offers her clients the skills and knowledge necessary to resolve the legal issues related to separation, divorce, custody and access, spousal and child support, equalization of property, as well as international family law issues (including Hague Convention matters).
When child related matters are involved, Joanna’s approach is child focused and every reasonable attempt is made towards resolving contentious issues without protracted litigation.
Joanna has experience working on matters that involve the complex intersection of family law and business, including working closely with valuators and accountants. Joanna also has experience working on high conflict custody and access cases, including cases involving court appointed assessors.
Joanna has authored and co-authored several book chapters and articles, particularly on the issue of children’s evidence. Prior to joining Miller Thomson, Joanna was a judicial clerk at the Superior Court of Justice in Toronto and practiced family law in Toronto at two leading firms.
With over 20 years experience, Vinay provides small-medium enterprises with innovative tax and sound business advice that translate into bottom line savings. As a specialist in Tax Planning and Optimization, Vinay also leads Bateman MacKay’s Business Advisory Services and has extensive experience in areas of: tax planning; mergers and acquisitions, estates and trusts, corporate reorganizations and divestitures, creditor proofing, income tax appeals and other domestic and international tax planning strategies. As a subject matter expert, Vinay has presided over lectures and presentations to law firms, financial institutions and other professional associations, covering diverse topics in tax services and strategic risk management.
Todd specializes in the effective implementation of corporate reorganization strategies for CCPCs across Canada. In addition to being a tax educator and lecturer, Todd also assists corporations and individuals with matters involving tax dispute resolution with the CRA.
- Called to the Ontario Bar, 2015
- Juris Doctor from Queens Law School, Awarded the Reuben Wells Leonard Prize for Excellence in Advanced Legal Research
- Postgraduate Diploma in International and European Business Law from Université Jean Moulin Lyon 3 in France
- B.A. Degree (with Distinction) in International Development Studies from McGill
- University in Montreal - Completed the Canadian Securities Course, the Conduct and Practices Handbook Course and the Canadian Insurance Course at the Canadian Securities Institute
- Meghann joined MacDonald & Partners LLP in 2015
In addition to working with Quantum Tax Law, Mr. Saltman is head of the Tax Group at Gardiner Roberts. He has had wide experience in diverse areas of tax practice, including in-depth experience on both the international and domestic levels involving corporate tax planning, corporate mergers and acquisitions, cross-border financing, captive insurance companies, wealth preservation for high net worth clients, estate freezes, real estate ventures, and the establishment of trusts and foundations. Lorne has a successful track record in resolving disputes with tax authorities at both the federal and provincial levels, including some experience in tax litigation.
Established family lawyer Todd Slonim received his B.A. in communication studies from the University of Calgary. While there, he created a documentary film that won Best Human Interest Documentary at the North West International Film Festival in 1999. Todd then attended Cardiff Law School in Wales and completed his LL.B. He returned to Canada to attend Dalhousie Law School, before returning to Toronto to complete his articles with a family law firm.
Todd has practiced exclusively in family law at a boutique firm in Toronto since his call to the bar in 2005. He has been involved with many difficult and complex cases. In addition to appearing at all levels of courts in Ontario, Todd is a proponent of resolving family law matters through Alternative Dispute Resolution. He has achieved excellent results for his clients in mediation and arbitration while avoiding the pitfalls of court proceedings. Todd is also an accredited family law mediator. He brings an insightful, practical and efficient approach to mediation to help guide the parties towards the resolution of their family law disputes. Todd promotes the mediation process as a positive and reliable alternative to litigation.
Todd is a trained collaborative family lawyer. He advances the collaborative practice as a practical and alternative process to court to help families achieve settlement in a respectful, creative and cost-effective manner.
As a family lawyer, Todd is a member of the Ontario Bar Association, Law Society of
Ontario, the Association of Family and Conciliation Courts, the Ontario Association
for Family Mediation, Collaborative Practice Toronto and York Collaborative Practice.
Diana joined Devry Smith Frank LLP in June of 2018 as a Toronto family law lawyer. Diana has practiced exclusively in the area of family law since her call to the Bar in 1999. She regularly deals with complex property and support matters, and custody and access disputes.
Diana believes that settlement through negotiation and/or alternative dispute resolution (ADR) methods serve her clients and their family’s current and ongoing needs best. She has advanced ADR training and has been able to settle a significant number of her cases out of court. When a case is best served in court, however, Diana is also an effective advocate. She has had cases in all levels of the Ontario court system.
Diana was an instructor at the Toronto Family Information Sessions. She has written and co-written for Matrimonial Affairs, and sessions at the Advocacy Society and the Family Law CLE sessions. Diana has her certificate in family mediation from York University and holds ADR and Advanced ADR certificates from Stitt Feld Handy.
Diana received a B.A. from McGill University in 1993. She obtained her LL.B. from Queen’s University in 1997. While at Queen’s Law School, she was awarded the Cassels, Brock & Blackwell Centennial Award in Practice Skills. Diana also participated in Queen’s first French moot court competition in Brussels. Outside of the practice of law, Diana enjoys spending time with her family, reading, cooking, and tennis.
Elise Visco has practiced exclusively in the area of family law since her call to the Bar in 2017. She joined Jacqueline M. Mills’ practice in 2019.
Elise attended Osgoode Hall Law School where she completed the Osgoode Mediation Intensive specializing in family law. During her second and third year of law school, Elise assisted low income clients with their family law matters through the Pro Bono Students Canada Family Law Project. She spent the summer after her first year in Freetown, Sierra Leone working with the Defence for Children International.
Prior to joining Ms. Mills’ practice, Elise was an associate in the family law group at a mid-sized Toronto law firm. She received a Bachelor of Science with a minor in Italian from the University of Guelph.
Geoffrey Wells is an experienced trial and appellate counsel with financial expertise to successfully resolve complicated Family Law financial matters including valuation of business, trust interests and support issues. Geoffrey Wells is a Registered Student in the Canadian Institute of Chartered Business Valuators Program of Study.
Cheryl Suann Williams
Cheryl commenced work in the legal field in 1992 and earned a law degree at Osgoode Hall Law School in 1998 and a Masters in Law (Alternative Dispute Resolution) degree in 2019. She was called to the Ontario Bar in 2000. She is also trained in Collaborative Law and has extensive mediation training.
Cheryl's long association with family law commenced in 1996 through her involvement with the Barbra Schlifer Commemorative Clinic assisting victims of physical and sexual violence; an intensive study in family law during law school; and articles at the Ministry of the Attorney General, Office of the Children's Lawyer.
Cheryl worked in reputable boutique family law firms in downtown Toronto and Markham before becoming the Principal of Williams Family Lawyers after the firm’s former partners each became judges of the Superior Court of Justice, Family Court. Since then, she has developed a practice in complex financial, property and support disputes from inception through to trials, mediations, arbitrations and the Court of Appeal. Her approach is to provide service to clients in a resolution-based, efficient, cost-effective, and compassionate manner.