Wednesday, February 4

Bringing together family, estates, real estate and tax practitioners, Day 2 is sure to be jam-packed with valuable content for specialists and general practitioners. Don’t miss Tales from the Courtroom: Mentorship Through Storytelling to conclude this top notch day.

Woman raising her hand to ask a question during a professional seminar, with attendees seated and taking notes in a bright modern classroom setting.
Feb 4 • 9:00am–5:00pm

Ontario Legal Conference: Family, Estates and Real Estate Law

Planning Committee:
Alex Carr, Lenkinski, Hooper & Carr LLP
Balvinder Kumar, BK Law Professional Corporation
Christine Marchetti, Marchetti Family Law & Mediation
Brittany Miller, Goddard Gamage LLP
Lisa Toner, The Ross Firm Professional Corporation

Whether you are a general practitioner or a specialist in residential real estate, estates or family law, it is essential that you have a comprehensive understanding of the myriad of ways in which these legal areas interact to ensure you are updated and ready to effectively represent your clients.

Join us for this unique event as we bring together lawyers from across these practice areas to unravel the complexities, examine recent developments and better understand the impacts of other legal areas on your practice. Ensure that your legal toolkit is equipped with the key information, insights and strategies that you need to provide your clients with effective and timely advice. If your practice touches on family, estates or real estate law, this is a critical event you cannot miss!

Member $510 · Non-Member $685 · Student $235

FamilyEstatesReal Estate
  • 9:00 am

    Welcome and Opening Remarks

    9:10 am

    What I Wish You Knew…

    Brendan Donovan, Donovan Kochman LLP
    David Meirovici, Meirovici Zywot LLP
    Julie Stanchieri, Stanchieri Family Law
    Dana Lue, Ricketts Harris LLP (Moderator)

    Join our expert panel of estates, family, and real estate lawyers as they share valuable advice on how critical issues in their own practice impact, and are impacted by, other legal areas. Get expert insights on key issues to watch out for in your own practice.

    10:30 am

    Inter-Sections Networking Break

    10:50am

    Changes to the Succession Law Reform Act and Family Law Act: Where are we now?

    Mason Morningstar, Mason Morningstar Family Law PC
    Lisa Toner, The Ross Firm Professional Corporation (Moderator)

    Recent changes to Ontario’s Succession Law Reform Act and Family Law Act continue to reshape estate rights in 2026, especially for married and separated spouses. We’ll unpack the new rules on marriage, separation, and inheritance, and share their practical impact on estate planning, family-law coordination, and emerging disputes.

    Session A (Salon 1&2)

    Practical Considerations in Conveyancing

    Joel Kadish, Kadish Law
    Safiyya Vankalwala, LAWPRO, Balvinder Kumar, BK Law PC (Moderator)

    When navigating the conveyancing process, it is crucial to be aware of the practical considerations that can impact the success of your real estate transaction. Explore:

    • Contracts: new build and pre-construction homes
    • Financing
    • Tarion Warranty: existing and new rules
    • Registration closing
    • Best practices for real estate lawyers: Risk management, due diligence and detecting fraud
    Session B (Salon 3)
    Available between 12:00pm and 2:00pm

    Inter-Sections Networking Lunch

    12:00pm

    Recent Estate Decisions and Legislative Updates Every Lawyer Should Know

    Rebecca Betel, Donovan Kochman LLP
    Liza Saad, Saad Estate Law PC
    Jonah Waxman, WeirFoulds LLP (Moderator)

    Hear about the latest caselaw and legislative developments to stay at the forefront of your practice.
    1:00pm

    Drafting Advice for Detailed Orders and Separation Agreements

    Balvinder Kumar, BK Law PC (Moderator)

    • Drafting orders for the sale of property in high-conflict cases
    • Navigating real estate closings during separation
    • Effectively drafting terms for the release of proceeds in orders or agreements that won’t require subsequent Directions
    Session B (Salon 3)
    2:00pm

    Guardianship: A Spotlight on Minors

    Jillian Evans, Office of the Children's Lawyer - Attorney General
    Jordan Korn, Goddard Gamage LLP
    Brittany Miller, Goddard Gamage LLP (Moderator)

    Get a practical overview of Ontario’s legal framework for appointing guardians of minors under the Children’s Law Reform Act, including:

    • Key requirements for obtaining a guardianship order
    • Steps involved in the court application process
    • How the “best interests of the child” principle guides judicial decisions
    • Ongoing duties and responsibilities assumed by court-appointed guardians
    Session A (Salon 1 & 2)

    Preserving and Securing Real Property

    Hilary Goodman, Partner, Barriston Law
    Jonah Waxman, WeirFoulds LLP
    Alex Carr, Lenkinski, Hooper & Carr LLP (Moderator)

    Learn helpful strategies for preserving and securing real property across a variety of client situations, including:

    • When and how to use preservation orders
    • Key issues for clients with multiple properties
    • Matrimonial home designations and their protections
    • Considerations for preconstruction condos
    • What to register on title — and why
    Session B (Salon 3)
    2:50 pm

    Trusts and Real Property: Ownership, Liability, and Tax Implications

    Todd Louie, Quantum Business Law

    Dive into the complex world of real estate held in trusts and passed through generations. Explore how trusts affect real-property ownership, liability, and taxes. Our panel of experts will delve into succession strategies for cottages, farms, and other treasured family properties. Learn practical ways to protect these assets and pass them smoothly to the next generation.

    Session A (Salon 1 & 2)

    Assisting Families with Disabled Children and/or Children with Different Needs

    Christine Marchetti, Marchetti Family Law & Mediation (Moderator)

    • Navigating ODSP and child support for an adult disabled child
    • Navigating government benefits/credits and subsidies in orders and agreements
    • Parenting for adult disabled children (recent court of appeal decisions)
    • Parenting Schedules for minor disabled children/children with special needs (including health care management)
    • How to best serve families with children who have special needs
    Session B (Salon 3)
    3:50pm

    Inter-Sections Networking Break

    4:10pm

    Dealing with Capacity Issues: Intersection Perspectives

    Kristine Anderson, Fern Law, Brittany Miller, Goddard Gamage LLP (Moderator)

    Get valuable insights on where capacity issues commonly arise and how to identify them, along with impacts and best practices for handling them across estates, real estate and family law.

    5:00pm

    Inter-Sections Networking Reception

    Take advantage of this opportunity to engage with lawyers from across a variety of practice areas, including family, estates, real estate, litigation and criminal law. Develop your relationships, make new connections and expand your referral network.

Feb 4 • 9:00am–12:30pm
Total
Substantive 3h 15m

Ontario Legal Conference: Tax Law

Program Chairs: Michael Ding, Weirfoulds LLP and Josiah Davis, Beitel Tax Law

Explore key issues at the intersection of tax, estates, and real estate law. Through expert-led sessions, we will examine practical challenges and emerging trends in CRA and provincial tax administration. Join us to get up-to-speed on voluntary disclosures, common reporting obligations in estate and real estate contexts, potential audit triggers, and current priorities in provincial tax implementation and dispute resolution, with attention on land transfer tax matters.

Member $299 · Non-Member $399 · Student $149

Taxation Estates Real Estate
  • 9:00am

    Welcome & Opening Remarks

    9:05am

    Managing CRA Risk: Tax Compliance in Estate Distributions and Real Estate Transactions

    Kevin Yang, Crowe Soberman LLP
    Ryan Morris, Weirfoulds LLP
    Alexandra (Ali) Spinner, Crowe Soberman LLP

    • Navigating overhauled voluntary disclosure program
    • Mandatory Disclosure rules regime and bare trust reporting
    • How to effectively prepare compliant filings and disclosures
    • Tax requirements and reporting obligations in estate administration and real estate transactions, including obtaining CRA clearance certificates
    • Potential CRA audit triggers and best practices to avoid pitfalls
    10:40am

    Networking Break

    11:00am

    Provincial Tax Issues: Policy and Practice

    Steven Groeneveld, Counsel, Ministry of Finance
    Tim Schuurman, Associate Deputy Minister, Ministry of Finance
    Zahra Moayyed, KPMG Law LLP

    Join us to hear from key Ministry of Finance representatives and tax practitioners on current trends and priorities in tax implementation, compliance requirements, and dispute resolution processes, including a focused discussion on land transfer tax issues. We’ll unpack common challenges and best practices in addressing compliance and dispute issues in provincial tax matters to equip you to better represent your clients.

    12:30pm

    Program Concludes – Join us for our Inter-sections Networking Lunch

Feb 4 • 1:00-5:00pm

Ontario Legal Conference: Real Estate Litigation

Join us to get up to speed on current trends, recent developments and essential best practices in real estate and leasing litigation. Whether you are a litigator or real estate solicitor, our expert faculty will share valuable insights to ensure you are equipped to best represent your clients.

Member $299 · Non-Member $399 · Student $149

Real EstateLitigation
  • 12:00pm

    Inter-Sections Networking Lunch

    1:30pm

    Welcome & Opening Remarks

    1:40pm

    Failure to Close: Need-to-Know Rights, Liabilities and Remedies

    • What’s your liability and what are your options?
    • Impacts of defect claims
    Purchase and Sale-Related Disputes
    2:15pm

    Assignment Agreements Gone Wrong in Development Projects

    • Common assignment agreement disputes
    • Best practices for handling these claims
    Purchase and Sale-Related Disputes
    2:50pm

    Inter-Sections Networking Break

    3:10pm

    Theory versus Reality: How Commercial Leasing Disputes Play Out IRL (“In Real Life”)

    • Essential rights and remedies
    • Real life considerations in litigating commercial leasing matters
    • Understanding practical outcomes and commercial realities
    Commercial Leasing Disputes
    3:45pm

    What is a Landlord’s Duty to Mitigate When a Tenant Repudiates a Lease?

    The SCC is set to hear Aphria Inc. v. Canada Life Assurance Company in February, addressing the question of a commercial landlord’s duty to mitigate. Get up to speed on:

    • Key issues in the case and anticipated outcomes
    • What the decision likely means for your practice
    • Steps you should be taking now to best protect your clients
    Commercial Leasing Disputes
    4:20pm

    Current Issues and Recent Developments

    Get up-to-speed on the latest in easement litigation, including lessons from the Court of Appeal in McClatchie.

    Easement Litigation
    4:50pm

    Questions and Concluding Remarks

    5:00pm

    Inter-Sections Networking Reception

Feb 4 • 6:00-7:15pm

Tales from the Courtroom: Mentorship Through Storytelling

Before hybrid work and remote courtrooms, new lawyers would gather around seasoned litigators in courthouse hallways, lawyers’ lounges, robing rooms, and dining rooms to listen to stories of litigation trials and triumphs. These informal yet vital learning moments about law and legal life have been lost in the largely remote world we have embraced in the name of efficiency and client service. But they don’t have to be! We can have the best of both worlds.

Join us for Tales from the Courtroom to take advantage of this opportunity to learn valuable lessons from the experiences of today’s litigation leaders on how they overcome the challenges of litigating today. You'll hear candid perspectives from expert civil and criminal litigators, and gain insight into how their approaches can help you in your career. Perhaps most importantly, you’ll get the comfort that comes from knowing you are not alone in your challenges and that they can be overcome.

Member $50 · Non-Member $99 · Student $29

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