This program contains 2 hours of Substantive content.
Thursday, October 6, 2022
Online via Zoom
1:00pm - 3:00pm
Speakers: Jennifer Wall & Matthew Bota, Harrison Pensa Lawyers
Moderator: Hilary Jenkins, McKenzie Lake Lawyers
In this program, Jennifer and Matthew will discuss the areas of intersection between wills and estates and family law, including when family lawyers and wills and estates lawyers should be consulting one another. They will also discuss important topics where cooperation is vital, including:
Family Law Act elections:
Gifts and inheritances from the family law perspective:
- What are they?
- Process and deadlines
- Information that clients need to know to make an informed choice about whether to elect, and obligations and responsibilities for counsel for the estate and the surviving spouse
- The critical role of timing and form for inheritances
- How to opt out of the Family Law Act’s default treatment of excluded property to protect what is important to your client and their family
- How and when the estate lawyer should approach conversations about domestic contracts
Integrating family law contracts and the estate plan
- Is an interest in a trust property from the family law perspective?
- How to treat trusts from income and property perspectives under family law
- Drafting considerations
Jennifer Wall is a partner and the co-practice group leader of the Family Law Group at Harrison Pensa. Jennifer’s practice includes all aspects of family law, with a particular focus on the intersection of family law with trust, corporate, and estates issues.
Matt Bota is a partner in the Wills, Estates, Trusts and Charities Law and Business Law Groups at Harrison Pensa. Matt’s practice is focused on estate and succession planning for family businesses, with particular expertise in complex corporate reorganizations. Matt also regularly advises estate trustees on all estate administration matters.
If you have any questions about this program, please email Jennifer Foster, Executive Director of the Middlesex Law Association at firstname.lastname@example.org.
Terms & Conditions: By registering for this program, I acknowledge that my email address will be used to invite me to this Zoom CPD and will be facilitated by the Middlesex Law Association. We will take reasonable steps to ensure the security of the CPD program on Zoom (see Zoom’s terms & conditions.)
Refund Policy: The Middlesex Law Association will refund the registration fee + HST if cancellation is received TWO business days before the CPD program.
Registration: Register online then payment can be made online, via e-transfer, or by cheque. If paying by e-transfer, please e-transfer the total amount above to email@example.com using the security code: CPD2022FAMESTATES (case sensitive). If you have trouble with the e-transfer, please email us.
Accessibility: If you have any accessibility requirements, please let us know and we will accommodate you.
This organization has been approved as an Accredited Provider of Professionalism Content by the Law Society of Ontario.