Update & Key Issues in Estate and Disability Planning

The topic covered during this webinar is Disability Planning - Key Concepts and Strategies by the following speakers:

1. Rachel Blumenfeld, LL.B., TEP of Aird & Berlis LLP

2. Genevieve Giroday, LL.B., TEP of Giroday Law

30 Jan 2018, 7:00 PM

2 CPD hours


2 (1)

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Course Description

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. 

Course Walkthrough

  • Disability Planning Presentation
  • Update & Key Issues in Estate and Disability Planning Recording
  • Certificate: January 30, 2018 GTAAN Event
  • Feedback / comments

About the Instructor(s)

Picture of Rachel Blumenfeld
Rachel Blumenfeld

Rachel Blumenfeld is a partner in Aird & Berlis LLP’s Estates & Trusts Group and Tax Group.  Rachel’s practice focuses on trusts and estates, personal tax planning, and charities and not-for-profit law.  She advises on tax, trusts, estate planning and administration, preparation of wills and powers of attorney documents, business succession, and insurance planning. Rachel has significant experience with cross-border planning for clients who have U.S. or other foreign connections.  Rachel is an active member of STEP Canada, serving as National Secretary since 2014.  She is recognized in Chambers HNW: The World’s Leading High Net Worth Advisers for her expertise in private wealth law and The Canadian Legal Expert Directory as a leading practitioner in Estate & Personal Tax Planning and Charities and Not-for-Profit Law.

Picture of Genevieve Giroday
Genevieve Giroday

Genevieve Giroday’s practice focuses in estate, trust and incapacity planning. This includes strategies in planning for successful business succession, special needs beneficiaries and probate tax minimization. She prepares complex wills and trusts. She also advises executors, trustees, attorneys, guardians and personal representatives. 

Genevieve teaches other legal professionals in the area of estates and trusts. She is an instructor for the Estates Course for Law Clerks at the Humber College Business School, has acted as guest lecturer at Osgood Hall Law School, and as an Assessor for law students in the Ryerson LLP Program. 

Genevieve volunteers on projects benefitting the broader public as they relate to estates, trusts and incapacity issues. This includes having acted as a supervising lawyer as part of the Pro Bono Student Canada Wills Project, and speaking as part of the Toronto Public Library’s series to raise public awareness during “Make a Will Month”. She participated in the consultation process with the Law Commission of Ontario on the Simplified Procedures for Small Estates. 

Genevieve holds the qualification of a Trust and Estate Practitioner (TEP), as designated by the Society of Trust and Estate Practitioners. She has also served as a member of the Executive of the Trusts and Estates Section of the Ontario Bar Association. She is currently Co-Chair of the Junior Trusts & Estates Practitioners, a member of the Toronto Estate Planning Council, and Society of Trust and Estate Practitioners. 

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