Events and Conferences

Margaret R. O'Sullivan

Upcoming

  • Margaret is speaking on Wills & Estate Planning Seminar at Pal Insurance Office on October 11, 2018.

  • Margaret attending Senior Trust and Estate Practitioners Forum on October 14-16, 2018

Past Events & Conferences

  • Margaret is Chair of Program Committee for STEP Global Congress in Vancouver on September 13-14, 2018.

  • Margaret speaking at BloombergSen Women’s event in Yorkville on May 1st, 2018.

  • Margaret speaking at Georgian Triangle Lifelong Learning in Collingwood on April 20, 2018.

  • Margaret attending American College of Trust and Estate Counsel Annual Meeting in San Antonio, Texas on March 8 – 11, 2018.

See more previous publications

  • Co-chairing and speaking at STEP Cross-Border Estates– Mental & Incapacity Sessions in London, U.K. on November 30, 2017

  • Speaking at Estate Planning Breakfast Workshop at Pal Insurance on November 14, 2017

  • Attending American College of Trust and Estate Counsel, Nashville, October 12th-22nd, 2017

  • Cidel Provence Estate Planning Conference, September, 2017

  • STEP Canada 19th National Conference, "Discretionary Trusts - Practical Concerns", Toronto, June 12 - 13, 2017

  • Canada-U.S. Cross Border Estate Planning Issues, National Bank Toronto, June 7, 2017

  • STEP Toronto, "Estate Planning for Global Families", Toronto, April 12, 2017

  • Private Client Forum Americas, co-presenter: " Technologic: Technological liberation and the transparency of trust", Mayan Riviera, Mexico, February 15-17, 2017

  • Gluskin Sheff + Associates Inc., Private Client Lunch Seminar, February 9, 2017

  • 2016 CBA Wills, Estates and Trusts Fundamentals for Estate Practitioners program, "Conflicts of Laws", Toronto, October 26, 2016

  • Canadian Tax Foundation, 2016 Ontario Tax Conference, Co-Presenter: "Multijurisdictional Estate Planning", Toronto, October 25, 2016

  • Law Society of Ontario Practice Gems: The Administration of Estates program, Presenter: "Issues Arising Where There Are Foreign Beneficiaries or Legal Representatives Of An Estate", Toronto, September 20, 2016

  • 2016 STEP National Conference, Panel Presentation: " The Impact of the European Regulation on Succession in Canada", Toronto, June 10, 2016

  • CBA Wills, Estates and Trusts Fundamentals for Estate Practitioners program, "Conflict of Laws," Toronto, October 15-18, 2015

  • 2015 Cidel Provence Conference, "Multijurisdictional Incapacity and Will Planning for the Mobile Client," Provence, France, September 2015

  • OBA Litigation and Administration of Foreign Trusts and Assets program, "Critical Guidance for the Planning and Administration of Foreign Assets," Toronto, April 9, 2015

  • Estate Planning & Litigation Forum, "Losing Your Marbles at Home and Abroad: Mental Incapacity and Multijurisdictional Planning," Langdon Hall, Cambridge, ON, April 28, 2015

  • Private Client Forum Americas 2015, "War Within: Mental Incapacity and Cross-Border Planning for Assets in Multiple Jurisdictions" (Panel Discussion), Papagayo Bay, Costa Rica, February 4-6, 2015

  • Knowledge Bureau Workshop, "Attorney School: Handling Financial Affairs for a Loved One," Toronto, November 29, 2014

  • STEP Global Congress 2014, "Multijurisdictional assets challenges for estate planning and dealing with mental incapacity," Miami, Florida, November 6 & 7, 2014

  • STEP Atlantic Branch: "The Mobile Client: Multijurisdictional Property, Probate and Planning," Halifax, NS, October 23, 2014

  • Osgoode Professional Development 2nd Annual Managing Complex Issues in Estate and Tax Planning, "Rights of Survivorship from Joint Ownership," October 1, 2014

  • 2014 Cidel Provence Conference, "The Valuation of a Discretionary Interest in a Trust from a Trust, Matrimonial and Tax Perspective and Impacts on Estate Planning," Seillans, France, September 7-11, 2014

  • Estate Planning & Litigation Forum, "Keeping the Peace in a Time of Conflict: Understanding Conflict of Laws to Resolve Multijurisdictional Estate and Trust Issues," May 13, 2014, Langdon Hall, Cambridge, ON

  • CIBC Financial Planning GTA Regional Meeting, "High Net Worth Client Estate Planning Issues/Concerns and U.S. Estate Tax," May 7, 2014

  • Investors Group, "Going Global and Cross-Border: Multiple Will Planning for Foreign Assets and Will Planning Considerations for Clients with U.S. Connections," April 25, 2014

  • STEP Okanagan Chapter Launch Event, "Discretionary Trusts under Attack? Inclusion as family property and valuation issues," Kelowna, BC, March 31, 2014

  • STEP Edmonton Branch Presentation, "The Mobile Client: Key Considerations in Multijurisdictional and Separate Situs Will Planning," Edmonton, AB, March 27, 2014

  • The Tenth International Estate Planning Institute, " Marriage in Canada - The Marital Deduction and Other Tax Relief and Property Rights on Marital Breakdown and Death" (and Appendix I) and "Same-Sex Marriage/Partnership in Various Jurisdictions - Canada," New York, NY, March 13 & 14, 2014

  • Private Client Multijurisdictional Guide 2013/14, "Key Considerations in Multijurisdictional and Separate Situs Will Planning ," Practical Law Company, February 1, 2014

  • Private Client Multijurisdictional Guide 2013/14, "Private Client Law in Canada: Overview," Practical Law Company, February 1, 2014

  • STEP Leaders' Forum, London, UK, December 6, 2013

  • Law Society of Ontario, 16th Annual Estates & Trusts Summit (Day Two), " Conflict of Laws Issues around Drafting and Using Powers of Attorney" ( Appendix: Chart), Donald Lamont Learning Centre, November 12, 2013

  • STEP London & Southwestern Ontario Chapter Launch Event, "Alter Ego and Joint Partner Trusts: Why They will Become More Commonplace in Future," Delta London Armoury Hotel, October 17, 2013

  • The Private Wealth & Private Client Review, 2nd edition, Chapter on Canada, September 2013

  • Advisor.ca, " Appointing Guardians for Adults," July 10, 2013

  • Society of Trust and Estate Practitioners Canada 15th National Conference, "Recent Developments in the EU: An Overview of the EU Succession Regulation and its Impact," as part of the Panel Discussion: "Selected Issues in Conflict of Laws in Succession(Common Law and Quebec Civil Law Perspectives),"Metro Toronto Convention Centre, June 10, 2013

  • Newport Private Wealth, Private Client Breakfast Seminar, April 4, 2013

  • The Private Wealth & Private Client Review, 1st edition, Chapter on Canada, November 2012

  • Chair of Session: " FATCA - What Next? and Financial Crisis - What Next?" 2012 Society of Trust and Estate Practitioners Assembly November 30, 2012, London, UK

  • Senior Estates & Trusts Practitioners' Forum 2012, Member of Steering Committee and Chair of Session " Trusts and Conflicts of Laws," Langdon Hall, October 14-16, 2012

  • Gluskin Sheff + Associates Inc., Private Client Breakfast Seminar, September 12, 2012

  • Society of Trust and Estate Practitioners 5th Annual Pacific Rim Conference: " Using Income and Estate Tax Treaties: U.S.-Canada and U.S.-U.K., and U.S.-Japan as Illustrations" and " Planning and Compliance for the Dual National Individuals," May 4, 2012

  • Osgoode Professional Development Program, Conference on Advising the Elderly Client, Alter Ego and Joint Partner Trusts, February 16, 2012

  • Conference for Advanced Life Underwriting, CALU Report, " Alter Ego and Joint Partner Trusts: Where do they fit? " February 2012

  • Society of Trust and Estate Practitioners Worldwide, London, U.K. Annual Meeting, Mental Capacity Special Interest Group Panel Discussion Comparative Capacity Law in Multiple Jurisdictions, December 2, 2011

  • Ontario Bar Association, " Trusts and Estates: The Nuts and Bolts of Bonding," November 29, 2011

  • Senior Estates & Trusts Practitioners' Forum 2011, Member of Steering Committee and Chair of Session " Everything You Wanted to Know About Powers of Appointment . . . . But Were Afraid to Ask," Langdon Hall, October 16-18, 2011

  • Society of Trust and Estate Practitioners Canada 13 th National Conference, Opening Plenary Session, " Trusts and Estates: The Essential Update, " June 2, 2011

  • Ontario Bar Association, Beyond Will and Estate Planning Essentials: " A Review of Ethics and Defensive Practice Tools in An Estate Planning Context," May 10, 2011

  • 2011 BDO National Tax Specialist Conference, " A Potpourri of Legal Issues Arising in Estate Matters: What the Tax Advisor Needs to Know," January 18, 2011

  • The Law Society of Ontario Estates and Trusts Summit, " Alter Ego and Joint Partner Trusts," November 17, 2010

  • Senior Trusts and Estates Practitioners Forum, " Practice Management Issues for the Trusts and Estates Practitioner," October 18, 2010

  • Society of Trust and Estate Practitioners Canada 12 th National Conference, " A Review of the Fundamentals of Trust and Estate Accounting: Legal Considerations," June 8, 2010

  • The Law Society of Ontario, Advanced Round Table in Estates Law 2010, " Duties and Competencies of Estate Trustees and other Fiduciaries in Uncertain Economic Times," May 19, 2010

  • The Law Society of Ontario, Special Lectures 2010, A Medical-Legal Approach to Estate Planning, Decision-Making, and Estate Dispute Resolution for the Older Client: " Approaches to Drafting Powers of Attorney - Is Boilerplate Enough? " April 14 and 15, 2010

  • Osgoode Professional Development Continuing Legal Education, The Advanced Intensive Program in Wills, Estates and Trusts: " Key Considerations in Using Multijurisdictional and Separate Situs Wills," March 26, 2010

  • Society of Trust and Estate Practitioners Worldwide, London, U.K. Annual Meeting, " What Competencies Will the T&E Practitioner of 2015 Need?" November, 2009

  • Society of Trust and Estate Practitioners Canada 11th Annual Conference: " Ethical Dilemmas for Trust and Estate Practitioners in Advising Multiple Parties," June 19, 2009

  • Society of Trust and Estate Practitioners Canada, Toronto Branch: " Estate Administration Issues Involving Multijurisdictional Wills," March 11, 2009

  • Senior Estates and Trusts Practitioners Forum: " 21 Year Rule - Issues and Planning," October 2, 2008

  • Society of Trust and Estate Practitioners Canada, Program Co-Chair: Symposium 2007: Trust Law Reform in Canada, November 5 and 6, 2007

Susannah B. Roth

Upcoming

  • Susannah attending STEP Global Congress in Vancouver on September 13-14, 2018.

  • Susannah speaking at STEP Toronto on Dealing with Challenges in Will and Trust Administration on October 10, 2018.

  • Susannah speaking at Estates and Trusts Summit at the Metro Toronto Convention Centre on October 11, 2018.

  • Susannah attending the Estates & Trusts Practitioners’ Forum on November 4 – 6, 2018

Past Events & Conferences

  • Susannah speaking at The South Leaside Group on June 4, 2018.

  • Susannah speaking on Estate Planning and Update on the Land Transfer Tax in Ontario at STEP Annual Conference in Toronto on May 29, 2018.

  • Susannah speaking on Estate and Tax Planning for Canadians with U.S. Connections at Manulife on March 28, 2018

  • Presenting at STEP Toronto Program: Legal & Case Law Update on January 17, 2018

  • Co-chairing Law Society of Ontario Annotated Will program on January 15, 2018

  • Attending Cambridge Forum November 5-7, 2017

See more previous publications

  • Canada-U.S. Cross Border Estate Planning Issues, National Bank Toronto, June 7, 2017

  • CIBC Trust Seminar: Appointing a U.S. resident/citizen as an executor or trustee and special issues for Canadian executors of estates with U.S. assets, Toronto, May 30, 2017.

  • Ontario Bar Association seminar: Dealing with Real Property in Trusts and Estates Contexts, Toronto, April 25, 2017

  • Law Society of Ontario, Program Co-chair and Presenter: The Annotated Will 2017 , Toronto, January 12, 2017

  • Osgoode Professional Development, Certificate in Elder Law program, "Advance Care Planning / Drafting Powers of Attorney for Personal Care and Interpreting Powers of Attorney for Personal Care - Views from Both Sides", Co-presenter, Toronto, May 10, 2016

  • Commons Institute webcast program: Advanced Topics in Wills and Estates Law 2016, Toronto, February 11, 2016

  • C. Markou and S. Roth, " Challenging Estate Planning Issues," OBA Estate Planning Seminar, Toronto, September 29, 2015

  • 57th AGM of The Funeral Advisory and Memorial Society, Toronto, June 1, 2014

  • The Commons Institute, Practice Workshops for the Female Lawyer: "Uptown Girl: Career Progression and The Small Firm Experience," December 2, 2013

  • Ontario Bar Association Professional Development, Program Chair: " Trusts & Estates Law: Tax Update," March 25, 2013

  • Law Society of Ontario Estates and Trusts Summit, " An Update to Estate Accounting Issues," November 15, 2012

  • Ontario Bar Association, Young Lawyers Division, " Excelling at Articles - Mentorship," August 22, 2012

  • Ontario Bar Association Professional Development, Program Chair: " Trusts and Estates: Income Tax Update," March 27, 2012

  • Ontario Bar Association Professional Development, Program Chair: " Will and Estate Planning Essentials," May 10, 2011

  • Ontario Bar Association magazine, Briefly Speaking - Student Edition 2011, article " Mandatory Professional Development is Here"

  • Ontario Bar Association magazine, Briefly Speaking, December 2010, article " Mandatory CLE is Here Are You Ready? "

  • Law Society of Ontario Estates and Trusts Summit, " Executor's Compensation," November 17, 2010

  • Ontario Bar Association, Young Lawyers Division, " Excelling at Articles - Mentorship," August 26, 2010

  • Ontario Bar Association, Networking and Mentorship, " Excelling at Articles," August 27, 2009

  • Ontario Bar Association, " Clients, Clients Everywhere III," November 5, 2008

  • Ontario Bar Association, " Dress for Success," October 15, 2008

  • Ontario Bar Association, " 3rd Annual Tips and Traps on the Road to Finding Your Dream Job," January 15, 2008

  • Ontario Bar Association dinner, " Environmental Law Practice Tips and Tools Round Table," November 1, 2007

  • Ontario Bar Association, " Starting Out and Marketing Your Niche Practice," October 2, 2007

  • Ontario Bar Association, " 2nd Annual Tips and Traps on the Road to Finding Your Dream Job, " March 8, 2007

  • Ontario Bar Association, " How to Speak and Write So Others Will Listen and Read," February 5, 2007

  • Ontario Bar Association, " Clients, Clients Everywhere," July 12, 2006

Emma Hamilton

Past Events & Conferences