This exciting three-day getaway includes professional development learning, an evening reception with estate law trivia, and social activities around the Okanagan Valley. Topical discussions will span from wills drafting issues, predator protection, various trusts, tax issues, and an interactive, fun-filled mock-mediation.

This conference is accredited for 6.5 CPD hours in British Columbia.

Click on the names of individual speakers to read their profile.

Conference Organizing Committee
Tara Britnell, QCHamilton Duncan
Jacy Wingson, QCMcQuarrie Hunter LLP
Jaimie Kidston, Jaimie Kidston Law Office
Amy Mortimore, Clark Wilson LLP

Day One | June 10

6:00pm

NETWORKING AND COCKTAIL HOUR

 

6:30pm

THREE-COURSE PLATED DINNER

Sponsored by:

8:30pm

ESTATE LAW TRIVIA

David Hunter plays late night host with a light-hearted look at the big and small factoids of wills and estates.

Trivia Night prizes courtesy of:
McLellan Herbert, Barristers & Solicitors

9:00pm

CLOSING REMARKS

 
Day Two | June 11

9:00am

BREAKFAST BUFFET

 

9:50am

WELCOME ADDRESS

 

10:00am

ISSUES IN WILLS DRAFTING THAT CAUSE LITIGATION

Problems identified by an estate litigator with solutions from an experienced solicitor.

10:45am

BREAK

 

11:00am

PREDATOR PROTECTION

An overview by Emily Clough and roundtable discussions on tactics to counter elder financial abuse.

12:30pm

THE TRUST AS A CHALLENGED ASSET IN A FAMILY LAW CLAIM

Michelle Isaak, Partner, DLA Piper (Canada) LLP

1:15pm

BREAK

 

1:45pm

KEYNOTE ADDRESS
A PROPER UNDERSTANDING OF THE FIDUCIARY PRINCIPLE

Gain a more sophisticated understanding of the fiduciary principle, the bedrock upon which the law of estate & trust administration and substitute decision-making stands.

Sponsored by:

2:30pm

CLOSING OF DAY 2

 
Day Three | June 12

9:00am

WELCOME ADDRESS

 

9:05am

TAX: CURRENT ISSUES IN THE ESTATE CONTEXT

9:50am

BREAK

 

10:05am

MOCK MEDIATION

Both litigators and solicitors will benefit from this skills-based session, a combination of video vignettes and a live panel discussion. Key take-aways include the role of solicitors and other professionals in preparation, dealing with difficult situations, and helping counsel advocate for their clients and resolve disputes in mediation.

Honourable Sandra K. Ballance
Honourable D. Jane Dardi