ADVERTORIAL Peter speaks about possible mis Children's Lawyer will discuss the TRUST TROUBLES LITIGATION, TAX AND ETHICAL ISSUES step in tax planning. damages OCl's role in protectine minors that may flow and whether the where it appears that the trustee professionals met the requisite has breached his fiduciary duties standard of care. The first pan and taken too much compensa the TV Ontario 1985 Dear Aunt el is chaired by Charles Ticker tion, Over 200 professionals at Agnes children's show. While of Charles B. Ticker Law Office. tend this seminar. It is approved Brad's TV role is factual, the sce There are three panelists. Nima as an Eligible Educational Activ- nario is fictional. Brad's earnings li Gamage of Goddard Gamage ity providing CPD Substantive were invested by his father and LLP will speak about trust litiga Hours and Professionalism Hours greatly increased in value, His tion. Aaron Blumenfeld of Borden dealing with professional respon- parents persuaded Brad to place Ladner Gervais LLP will discuss if sibility, ethics and/or practice all that money in a trust benefiting courts are open to appoint an in- management and on advancing Brad and his sister. The lawyers terim trustee to manage the prop- equality, diversity and inclusion and accountants involved a erty while the trust is being cha (the EDI Hours requirement). ably made some mistakes. In the enged. Debra Stephens of WEL B'nai Brith Canada expresses its years that followed the trustee Partners will discuss difficulties in eratitude to its sponsors and es lost a good deal of Brad's money. proving allegations of negligence. pecially The Bank of Nova Scotia On June 4. 2019 the B'nai Brith refused to distribute and declined The second panel is chaired by Trust Company and Canada Israel Featuring Brad Phillips, Star of Dear Aunt Agnes CHARLES WAGNER Wagner Sidlofsky LLP B'nai Brith Canada Chair, Trusts & Estates Canada Estates and Trusts Group to account. Brad is a lawyer at Kimberly A. Whaley of WEL Part Bonds (Platinum Sponsors), an presents its CLE seminar for law Wagner Sidlofsky LLP. He meets ners. Jeff Berliner of Cummings the Royal Bank of Canada (Gold yers, paralegals and accountants. with his colleague Gregory Sidlof Cooper Schusheim Berliner LLP Sponsor). The event will take What follows is a summary sky as well as his accountant Peter will discuss the settlor's role. place on June 4, 2019 at Sha'arei of the fictional scenario, a de- Weissman of Cadesky Tax. Gree Arthur Fishof Borden LadnerGer- Shomayim Synagogue at 470 scription of the first two vi- reviews the legal basis for bust vais LLP will opine how he might Glencairn Avenue. Toronto, On- enettes and panel discussions ing the trust, suing the profes have advised the Phillips family tario MSN 1V8 and is open tolaw- Brad Phillips was a child actor in sionals and getting an accounting. Susan Stamm of The Office of the yers, accountants and paralegals. Tuesday June 4th, 2019 Shaarei Shomayim Synagogue 470 Glencairn Avenue, Toronto EFF BERLINER BRUNSWICK Hull & Hu Borden Ladner Gervais LLP LLP Registration & Breakfast: 7:30 AM Program: 8:00 AM-12:35 PM Cost: $136 plus HST FILGIANO Miller Borden Ladner Gamage LLF MartincwThis program is eligible for CPD hours required of Lawyers and Accountants BRADLEY HULL RABINOWITZSIDLOFSKY Shibley Righton LLP Gowling WLG (Canada) LiPSidlotsky LLP Wagner To register, contact Keren at 416-633-6224x 109 or at [email protected] Sidlofsky LLP CHARLESTORCZ TICKER VANDERZEE Torkin Manes WWW.BNAIBRITH.CA/TRUSTSANDESTATES TORCZYNER Yu Kallel Toronta Ldigation Partners B'NAI KIMBERLY WHALEY MELANIE CANADA WEISBERG WEISSMAN In Partnership With: Wagner Sidlotsky LLP Aird & Berlis LLP anagement PLATINUM SPONSORS Scotia Wealth M SILVER SPONSORS WeirFouldsur WELPARTNERS VSNER SIDLOTorkin ManesHULLHULL.ur Wealth Management Estate & Trust Services GOLD SPONSORS ADVERTORIAL Peter speaks about possible mis Children's Lawyer will discuss the TRUST TROUBLES LITIGATION, TAX AND ETHICAL ISSUES step in tax planning. damages OCl's role in protectine minors that may flow and whether the where it appears that the trustee professionals met the requisite has breached his fiduciary duties standard of care. The first pan and taken too much compensa the TV Ontario 1985 Dear Aunt el is chaired by Charles Ticker tion, Over 200 professionals at Agnes children's show. While of Charles B. Ticker Law Office. tend this seminar. It is approved Brad's TV role is factual, the sce There are three panelists. Nima as an Eligible Educational Activ- nario is fictional. Brad's earnings li Gamage of Goddard Gamage ity providing CPD Substantive were invested by his father and LLP will speak about trust litiga Hours and Professionalism Hours greatly increased in value, His tion. Aaron Blumenfeld of Borden dealing with professional respon- parents persuaded Brad to place Ladner Gervais LLP will discuss if sibility, ethics and/or practice all that money in a trust benefiting courts are open to appoint an in- management and on advancing Brad and his sister. The lawyers terim trustee to manage the prop- equality, diversity and inclusion and accountants involved a erty while the trust is being cha (the EDI Hours requirement). ably made some mistakes. In the enged. Debra Stephens of WEL B'nai Brith Canada expresses its years that followed the trustee Partners will discuss difficulties in eratitude to its sponsors and es lost a good deal of Brad's money. proving allegations of negligence. pecially The Bank of Nova Scotia On June 4. 2019 the B'nai Brith refused to distribute and declined The second panel is chaired by Trust Company and Canada Israel Featuring Brad Phillips, Star of Dear Aunt Agnes CHARLES WAGNER Wagner Sidlofsky LLP B'nai Brith Canada Chair, Trusts & Estates Canada Estates and Trusts Group to account. Brad is a lawyer at Kimberly A. Whaley of WEL Part Bonds (Platinum Sponsors), an presents its CLE seminar for law Wagner Sidlofsky LLP. He meets ners. Jeff Berliner of Cummings the Royal Bank of Canada (Gold yers, paralegals and accountants. with his colleague Gregory Sidlof Cooper Schusheim Berliner LLP Sponsor). The event will take What follows is a summary sky as well as his accountant Peter will discuss the settlor's role. place on June 4, 2019 at Sha'arei of the fictional scenario, a de- Weissman of Cadesky Tax. Gree Arthur Fishof Borden LadnerGer- Shomayim Synagogue at 470 scription of the first two vi- reviews the legal basis for bust vais LLP will opine how he might Glencairn Avenue. Toronto, On- enettes and panel discussions ing the trust, suing the profes have advised the Phillips family tario MSN 1V8 and is open tolaw- Brad Phillips was a child actor in sionals and getting an accounting. Susan Stamm of The Office of the yers, accountants and paralegals. Tuesday June 4th, 2019 Shaarei Shomayim Synagogue 470 Glencairn Avenue, Toronto EFF BERLINER BRUNSWICK Hull & Hu Borden Ladner Gervais LLP LLP Registration & Breakfast: 7:30 AM Program: 8:00 AM-12:35 PM Cost: $136 plus HST FILGIANO Miller Borden Ladner Gamage LLF MartincwThis program is eligible for CPD hours required of Lawyers and Accountants BRADLEY HULL RABINOWITZSIDLOFSKY Shibley Righton LLP Gowling WLG (Canada) LiPSidlotsky LLP Wagner To register, contact Keren at 416-633-6224x 109 or at [email protected] Sidlofsky LLP CHARLESTORCZ TICKER VANDERZEE Torkin Manes WWW.BNAIBRITH.CA/TRUSTSANDESTATES TORCZYNER Yu Kallel Toronta Ldigation Partners B'NAI KIMBERLY WHALEY MELANIE CANADA WEISBERG WEISSMAN In Partnership With: Wagner Sidlotsky LLP Aird & Berlis LLP anagement PLATINUM SPONSORS Scotia Wealth M SILVER SPONSORS WeirFouldsur WELPARTNERS VSNER SIDLOTorkin ManesHULLHULL.ur Wealth Management Estate & Trust Services GOLD SPONSORS