Practical Family Law Implications of Common Law vs. Married Spouses and Strategic Philanthropy
There will be three topics covered during this webinar:
1. Practical Family Law Implications of Common Law vs. Married Spouses
Speaker: Lorraine A. Bortolussi, LL.B., LL.M. (ADR), AccFM (OAFM) of Bortolussi Family Law
2. Strategic Philanthropy
Speaker: Anne Brayley of Toronto Foundation
2 CPD hours
1. Domestic Contracts: Cohabitation Agreements & Marriage Contracts
Lorraine A. Bortolussi will discuss the following:
- What exactly are they?
- Who should do them?
- When is it not necessary?
- Is there anything one can do if it is decided that completing such an agreement is not possible?
- What can be included in each?
- What is the process?
- When should this process start to be most effective?
- Do they really stand up?
2. Strategic Philanthropy
Advisors interested in the most effective management of their clients’ overall wealth portfolios need to be well versed how strategic philanthropy fits in. Join Anne Brayley from Toronto Foundation to learn more about providing your clients with options to enhance the impact of their giving.
The cost of the webinar is $59 (+tax), which you can pay by any credit card. You will earn two hours of PD credits when you register. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements.
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)
Lorraine A. Bortolussi, B.A., LL.B., LL.M. (ADR), AccFM (OAFM)
Collaborative Practitioner / Family Mediator / Family Law Arbitrator / Lawyer
Lorraine is the founder of Bortolussi Family Law, a boutique law firm of eight lawyers located in York Region. She has been practising Family Law since 1984. Lorraine has a Master of Laws in Alternative Dispute Resolution, is an Accredited Family Mediator, trained in Collaborative Family Practice, and is a Family Law Arbitrator. She also sits as a Deputy Small Claims Court Judge part-time. In addition to belonging to professional associations, Lorraine has a long history of community service including, most recently, twelve years on the Board of Directors of Villa Colombo Vaughan (a long term care home for seniors) and served on the Board of Governors of Villa Charities Inc. (Toronto).
Anne Brayley has more than 25 years of experience in the community foundation movement and philanthropic sector. Her areas of expertise include Coaching, Communicating about Wealth, Engaging the Next Generation, Fundraising and Donor Engagement, Governance and Succession Planning, Planned Giving, Communications and Marketing, Grantmaking.
In her career with Toronto Foundation, first as a Board member and later on staff, Anne held a range of roles. As Vice President Philanthropic Services, she led the Development, Donor Relations and Marketing teams. In her current part-time role as Senior Advisor Philanthropy, Anne is developing the Foundation’s planned giving and family philanthropy strategies. In addition, she has worked with Community Foundations of Canada to develop tools and resources for the network of nearly 200 Community Foundations across the country.
Prior to joining Toronto Foundation, Anne’s background included deep corporate and professional services experience. Her background includes roles in the publishing and advertising fields, as well as the executive search industry. She was also the founder of Brayley & Associates, her own successful professional services firm.
Anne is a member of the Canadian Association of Gift Planners and a certified trainer with 21/64 Philanthropy. She has been a featured writer on philanthropy as well as a presenter to many legal, accounting, insurance and wealth management professionals.