Event Type: External Event

25th Estates and Trusts Summit (Day One)

Law Society of Ontario

If you practise estates and trusts law, this annual summit is your resource for the year’s most important developments in this field. Our presenters address estates, trusts, and capacity/elder law litigation matters on the first day, and the focus shifts to planning, administration, powers of attorney, and tax matters on the second. Looking for a comprehensive summary of what you need to know about this growing practice area? Our speakers are experienced practitioners, judges, financial experts, and related professionals who can give you the latest information.

  • How far back should production requests go?
  • What are the key cases and developments in 2022 you need to know about?
  • How is the law changing on marriage validity?
  • How do ODSP and disability issues impact estate administration and litigation?
  • What has the Supreme Court said about rectification remedies?
  • What are cultural and jurisdictional considerations in estate planning?

Pallett Valo Speaker:

Krystyne Rusek, Lawyer

Time:

09:00 – 16:30

Location:

Online

Practice Gems: Administration of Estates 2022

Law Society of Ontario

Estate administration seems rather straightforward, but thorny issues often arise and you have to help your clients get back on track. Something simple on paper is often the element that trips up your client and has them running to call you for advice. Our experienced estates and trusts lawyers provide you with current administration checklists that they use in their practices, so you can be confident that you are not missing anything. Take this opportunity to ask your questions and hear what you need to know, now.

  • Understand the special considerations in administering estates involving a professional practice
  • Get an update on the latest cases and developments
  • Learn how to account to beneficiaries and to get releases
  • Consider how to deal with tricky assets: guns, cryptocurrency, unusual collections, electronic data, photos, etc.

Pallett Valo Speaker:

Andreea Muth, Lawyer

Time:

13:00 – 16:00

Location:

Online

Buying and Selling a Business: A Comprehensive Guide

Ontario Bar Association

Join your colleagues for an in-depth and engaging day examining the process of buying and selling a business.

Gain valuable insight and practical tips from our expert faculty on the steps involved in the purchase and sale of a business. Hear about current and need-to-know trending issues.

You won’t want to miss this opportunity to learn the essential tools and latest trends to help best serve your clients and approach your next transaction with added confidence.

Pallett Valo Speaker:

Andreea Muth, Lawyer (Co-chair)

Time:

09:00 – 16:00

Location:

Online

Practice Gems: Probate Essentials 2022

Law Society of Ontario

Proper probating of a will is a foundational aspect of wills and estates practice. But with all of the changes in this field and the stresses that the probate system is under, it’s incumbent upon you to have your steps completed quickly and properly so that you can keep the file moving ahead. Join experts in this area who can give you the benefit of the tips they use to work collaboratively with financial institutions and registrars to keep your application moving forward.

  • Learn about common application filing mistakes with the new forms
  • Consider how to avoid communication issues with clients, beneficiaries, and others
  • Hear a banker’s view on estate accounts, discretion for non-probate, and timelines
  • Understand when and how to use “Heir-at-Law” applications and the 3-year vesting of real estate

Please view the Law Society of Ontario’s website for detailed workshop information and pricing.

Pallett Valo Speakers:

Craig Ross, Partner
Manpreet Kaur, Lawyer

Time:

9:00AM – 12:00PM

Location:

Online

Winning Body Language for Litigators

The Advocates’ Society

In litigation, body language can speak louder than words. Effective advocates know how to use their voice and body language to engage and persuade in both the boardroom and the courtroom. Attend this popular program and discover what nonverbal techniques convey credibility and confidence to clients, opposing counsel, and the trier of fact.

The plenary program will be held on June 1 and the learning-by-doing skills workshop will be held on the same day. There are two registration options: (1) plenary + workshop or (2) plenary only.

Please view The Advocates’ Society website for detailed workshop information and pricing.

Pallett Valo Speaker:

Sudevi Mukherjee-Gothi, Partner

Topic:

Powerful Nonverbal Communication in the Courtroom

Time:

9:00AM – 4:00PM

Location:

The Advocates’ Society 2700-250 Yonge Street Toronto and Optional Webcast (ET)

Employment Law Masterclass

Canadian Lawyer

The Employment Law Masterclass is designed to provide busy legal professionals with a comprehensive overview of employers’ ever-evolving workforce obligations.

Whether you’re looking for guidance on vaccine mandates, contract agreements or health and safety measures, this program will feature a line-up of leading employment law experts who will provide the answers to your most pressing employment law questions and concerns.  

With employment regulations in the workplace becoming increasingly complex as governments change guidelines and new case law emerges, organizations need to ensure they are aware of the latest legal insights and best practices to avoid potential pitfalls as they manage their duties and obligations.  

This masterclass will cover questions such as: How will changes in employment standards impact your workforce? What can organizations do to improve their retention efforts? How can counsel best accommodate employees in a changing landscape while ensuring they meet their company’s operational needs? 

Pallett Valo Speaker:

Panel Moderator: Maria Tassou, Senior Counsel

Time:

8:50am -4:15pm

Location:

Online – live

3rd Annual Legal Guide to Managing Construction Liens in Ontario – 2nd Date Option

Osgoode Professional Development

In the face of virtual proceedings and ongoing impacts from global events, the laws and rules governing construction liens in Ontario are highly technical, complex and constantly changing.

To avoid costly missteps – you must keep current on the latest updates and best practices.

Developed for experienced industry professionals and their advisors, this one-day OsgoodePD program will give you a comprehensive overview of the crucial elements and changes affecting construction liens processes in Ontario.

You will learn from an expert multi-disciplinary faculty, including perspectives from decision-makers. You will work through the lien trial process, obtain valuable resources, discuss best practices, and understand which tactics to use – or avoid – in your lien matters.

Pallett Valo Speakers:

Maria Ruberto, Partner
Anna Esposito, Partner

Time:

9am – 5pm

Location:

Online – Replay of previous event with option to ask questions at the end.

DOWNLOAD PROGRAM AGENDA

3rd Annual Legal Guide to Managing Construction Liens in Ontario

Osgoode Professional Development

In the face of virtual proceedings and ongoing impacts from global events, the laws and rules governing construction liens in Ontario are highly technical, complex and constantly changing.

To avoid costly missteps – you must keep current on the latest updates and best practices.

Developed for experienced industry professionals and their advisors, this one-day OsgoodePD program will give you a comprehensive overview of the crucial elements and changes affecting construction liens processes in Ontario.

You will learn from an expert multi-disciplinary faculty, including perspectives from decision-makers. You will work through the lien trial process, obtain valuable resources, discuss best practices, and understand which tactics to use – or avoid – in your lien matters.

Pallett Valo Speakers:

Maria Ruberto, Partner
Anna Esposito, Partner

Time:

9am -5pm

Location:

Online – live

DOWNLOAD PROGRAM AGENDA