ONTARIO ESTATES forum

A VIRTUAL EVENT FOCUSED ON EVOLUTIONS IN ONTARIO's ESTATES ECOSYSTEM

MAY 22ND: 12.00 pm - 2.00 pm et

In association with:

  • Free to attend

  • Law Society of Ontario: This program contains 1 hour, 30 minutes of Professionalism Content.

  • Law Society of BC: This program is accredited for 2 hours of CPD.

Session 1: DRIVERS & TRENDS (12.00 PM - 1.00 PM EST)

With ever-evolving laws, estate law firms in Ontario are juggling new ways of offering the best value proposition to clients. Many firms are leveraging digitization and technological advances to gain an edge over competitors. 

This session explores the latest updates in case law impacting estates lawyers in Ontario, and reveals some of the challenges and opportunities facing the practice of estates law.

  • What are the key drivers and emerging trends shaping the estate law landscape in Ontario in 2024?

  • How are estate lawyers evolving their practices to align with societal shifts?

  • Best practices for navigating the estates transfer process, wills & trusts, and litigation challenges

  • How can advisors collaborate to add value to an estate?

    Speakers:

Session 2: PRACTICE MANAGEMENT (1.00 PM - 2.00 PM EST)

How are estates law firms evolving their practice management strategies to stay competitive as they navigate increasingly complex family structures and multigenerational estates?

Discussion points include:

  • Innovation and its impact on the estates ecosystem in Ontario

  • How can firms leverage the digitization of estate planning to improve efficiency and attract new clients?

  • Adapting the practice to align with modern family structures

  • Key takeaways from successful estates law firms

Speakers: