November 12, 2019 Full Day Event
There will be seven topics covered during this event and in addition to hearing great speakers and topics, you will earn 8.5 PD hours. Registration for the full day includes dinner and attendance at the evening event. Please click the above link to see the complete schedule for the day.
12 Nov 2019, 8:30 AM
8.5 CPD hours
Please note that this is a full day event and will be held at the Weston Golf and Country Club. The structure of the event is as follows:
- Registration – 8:30 a.m. to 9:00 a.m.
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
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. Estate Planning for Disabled Beneficiaries (11:10 a.m. to 12:10 p.m.)
disabled beneficiaries on an individual’s death or incapacity has its own set
of planning tools, as traditional techniques may not adequately protect the
interests of such beneficiaries. These tools aim to protect the beneficiary’s
entitlement to government disability support while providing the flexibility to
meet the beneficiary’s particular needs. The purpose of this talk is to survey
some common examples of planning tools for disabled beneficiaries, including
Henson Trusts, Qualified Disability Trusts, and Lifetime Benefit Trusts.
Speaker: Maria Velichko, J.D. of Wilson Vukelich LLP
Lunch & Networking (12:15 p.m. to 1:15 p.m.)
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. Building Trust in the Digital Age (2:20 p.m. to 3:20 p.m.)
Long-term, valuable client relationships are founded on trust. In an age of accelerated and increased communication through many channels, generating trust with prospects is a challenge. This presentation offers road-tested, actionable insights into the buyer journey and harnessing technology to build trust through disciplined business brand development, the company website and other marketing tactics.
- Understanding the buyer journey in the post-internet era
- Establishing a trust building marketing strategy
- Creating the marketing elements that generate trust with prospects prior to first contact
6. TBA (3:25 p.m. to 4:25 p.m.)
Speaker: Angela Salvatore, JD, LLM (Taxation) of Rogerson Law Group
7. TBA (4:30 p.m. to 5:20 p.m.)
The cost of the seminar and lunch is $225 (+tax), which you can pay by any credit card. You will earn 8.5 hours of PD credits when you attend a session. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements.
If you can't make the event, your registration fee entitles you to unlimited access to the event webinar that will be posted shortly after the event and, of course, the PD certificate from listening to the webinar. If you prefer a refund, please ensure that you give us at least 48 hours notice.
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)
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
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.
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.
Maria joined Wilson Vukelich as an associate lawyer in 2017 after successfully completing her articles at the firm. Maria is developing a practice in a range of estate planning matters, including wills, trusts, powers of attorney and estate administration.
As an articling student, Maria assisted in providing private client services related to estate planning, estate administration, and taxation. Maria was involved in all steps of the estate planning process, including developing individualized estate plans based on clients’ circumstances, drafting a variety of estate planning documents, and researching complex estates, trusts, and taxation issues.
While at law school, Maria gained experience in estate planning through her course work and her involvement with the Pro Bono Students Canada Wills Project. Through the Wills Project, Maria drafted wills for low-income clients and conducted a public legal education seminar about estate planning. Maria was also fortunate to assist low-income clients in navigating Ontario Disability Support Program-related issues as a Division Leader at Osgoode Hall Law School’s Community & Legal Aid Services Programme.