Summary of Meetings: Wills & Trusts - Okanagan
Number of Meetings Held: 2
April 16, 2025
Joint Tenancy and Making Gifts of the Right of Survivorship
Guest Speaker: Scott Kerwin, Partner, Borden Ladner Gervais LLP
Synopsis: Scott Kerwin, Borden Ladner Gervais LLP, discusses the creation and severance of joint tenancies, and the emerging law about making gifts of the right of survivorship. Scott specifically touches on the Ontario Court of Appeal decision in Jackson v. Rosenberg, 2024 ONCA 875.
Online Registration: 136
In-Person Registration: 19
September 11, 2024
The Legal Professions Act and the Effect on Wills Practitioners
Guest Speakers: Michael Welsh, Michael F. Welsh Law Corporation
Synopsis: Michael Welsh, Michael F. Welsh Law Corporation, discusses potential practice consequences of the new Legal Professions Act for lawyers, notaries and licensed paralegals.
Online Registration: 48
In-Person Registration: 7