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Login to watch this video if you have a subscription. Learn more about subscriptions.Join us for this year’s highly anticipated annual Estate Law program, where we’ll review 10 critical topics that are shaping the future of Estate and Trust practice in 2025. Our expert panel will discuss the latest trends, legal developments, and essential principles that continue to influence estate planning and litigation. Whether you’re an experienced practitioner or newer to the field, this program will provide practical insights into the pressing issues facing Estate and Trust professionals.
Discussion Topics Include:
1. Initial Steps in Estate Administration: Best practices and critical early actions.
2. Navigating Foreign Assets: Approaches for managing international estate considerations.
3. Common Estate Claims: An overview of frequent estate disputes and strategies for resolution.
4. Executor Compensation: Key factors in determining fair and reasonable compensation for executors.
5. Litigating Insolvent Estates: Approaches to managing disputes in financially distressed estates.
6. Estate Administration: Receipts, Releases, and Indemnities: Navigating these common but complex issues.
7. Undue Influence: “A Ball of Wax”
8. Wills for Typical Situations: Creating effective wills for common family and financial scenarios.
9. Trusts for Residences: How to structure trusts to protect family homes and residences.
10. Planning for Unusual Assets: Addressing unique and unconventional assets in estate planning.
Don’t miss this opportunity to stay updated on key estate law issues and gain practical strategies to effectively manage estate administration and litigation in the year ahead.
Jordan is a Certified Specialists in Estates and Trusts Law and an Adjunct Professor of Law at Osgoode Hall Law School in Toronto, Canada. Lexpert rates Jordan as one of its top recommended estate lawyers in Canada as well as being rated as a Best Lawyer in Canada. In addition to his planning and administration practice, Jordan is Counsel to Hull & Hull LLP and an experienced estates mediator. He is a Past Chair of the Ontario Bar Association - Trust and Estates Section and a full member of the Society of Trusts and Estate Practitioners (STEP).
Jordan was the inaugural winner of the OBA’s Hoffstein Prize in recognition of his contributions and achievements in the area of wills, trusts and estates.
Ian is a lecturer at the Ontario Bar Admission course and guest lecturer for the Canadian Bar Association and the Law Society of Upper Canada. He is also the author of four books on estate law issues – including the seminal Probate Practice, now in its fourth edition – and numerous articles.
Ian has an LL.B. from the University of Windsor and an Honours B.A. from the University of Western Ontario. He was called to the bar in 1990. He is a certified specialist in estate and trust law and civil litigation, a fellow of the American College of Trust and Estate Counsel and a member of the Society of Trust and Estate Practitioners. He was chosen by LawDay as one of the top 60 estate and trust lawyers for 2009 and 2010.
*see individual programs and jurisidictional allowances for accredited hours/requirements for Canadian law societies.
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*see individual programs and jurisidictional allowances for accredited hours/requirements for Canadian law societies.
