Program Materials

Advising the Elderly Client: The 2016 Practical Guide for Legal Professionals

Table of Content

Program Date: September 28, 2016

TAB A
Agenda

TAB B
Faculty List and Biographies

TAB 1
Evaluating Capacity: Roles and Responsibilities of the Lawyer
Nimali Gamage, Goddard Gamage Stephens, LLP
Dr. Kenneth I. Shulman, Professor, Department of Psychiatry, University of Toronto

TAB 2
Key Issues: Real Estate
Alexander I.M. Henderson, Oiye/Henderson Barristers & Solicitors

TAB 3
Critical Update on Predatory Marriages & Later Life Partnerships
Kimberly A. Whaley, Whaley Estate Litigation
Prof. Albert H. Oosterhoff, Whaley Estate Litigation

TAB 4
Panel Discussion: Dealing with Undue Influence Issues
Moderator:
Charles B. Ticker, Barrister & Solicitor
Panelists:
Dr. Richard Shulman, Assistant Professor, Department of Psychiatry, University of Toronto
David Morgan Smith, Hull & Hull LLP
Charles B. Wagner, Wagner Sidlofsky LLP

TAB 5
Key Issues: Will Challenges
Suzana Popovic-Montag, Hull & Hull LLP
Mark Handelman, Firm Counsel, Whaley Estate Litigation

TAB 6
Key Issues: Family Law
Karen A. Lindsay-Skynner, Barrister & Solicitor

TAB 7
End of Life and Advance Care Planning in Light of Carter
Mark Handelman,Firm Counsel, Whaley Estate Litigation

TAB 8
Working with Financial Institutions to Prevent Financial and Power of Attorney Abuse
Bernadette Maheandiran, Staff Lawyer, Advocacy Centre for the Elderly
Terry V. Moore, Senior Counsel, CIBC

TAB 9
Notes

14th National Symposium on Search and Seizure Law in Canada

Table of Content

Program Date: September 23, 2016

TAB A
Agenda

TAB B
Faculty List and Biographies

TAB 1
Tech Device Searches: Current and Emerging Legal Issues
Paul Riley, Q.C., Senior General Counsel, Public Prosecution Service of Canada
Scott K. Fenton, Fenton, Smith Barristers
Eric V. Gottardi, Peck and Company, Barristers

TAB 2
Privacy and Intercepts – Meeting the Challenges of Part VI of the Criminal Code
Peter W. Hogg, Crown Counsel, B.C.’s Prosecution Service, Ministry of Justice and Attorney General
S/Sgt. Stephen Cox, Legal Application Support Team, Royal Canadian Mounted Police

TAB 3
Child Exploitation Offences: Legal and Practical Investigative Issues
Rodney Garson, Crown Counsel, B.C.’s Prosecution Service, Ministry of Justice and Attorney General
Jeffrey T. Campbell, Q.C., Peck and Company, Barristers
S/Sgt. Stephen Cox, Legal Application Support Team, Royal Canadian Mounted Police

TAB 4
Navigating the Complexities of Law Office Searches
Gordon Comer, Crown Counsel, B.C.’s Prosecution Service, Ministry of Justice and Attorney General
Scott K. Fenton, Fenton, Smith Barristers

TAB 5
Charter Sections 24(1) and 24(2): Remedies and Evidence Exclusion
Michael Brundrett, Crown Counsel, B.C.’s Prosecution Service, Ministry of Justice and Attorney General
Scott C. Hutchison, Henein Hutchison LLP

TAB 6
Notes

2016 National Conference – The Daniels Case: Understanding The New Era of Métis Rights Law

Table of Content

Program Date: September 22, 2016

TAB A
Agenda

TAB B
Faculty List and Biographies

TAB 1
The Supreme Court of Canada’s Decision in Daniels v. Canada: Overview & Potential Implications
JASON T. MADDEN, Partner, Pape Salter Teillet LLP
(legal counsel for the intervener, Métis National Council,in the Daniels case)
KAREY BROOKS, Partner, JFK Law (legal counsel for the intervener, Aseniwuche Winewak Nation, in the Daniels case)
MARK R. KINDRACHUK, Q.C., Senior General Counsel, Justice Canada (counsel for Canada in the Daniels case)

TAB 2
Post Daniels: What Does the Road Ahead Look Like?
THOMAS ISAAC, Partner, Cassels Brock & Blackwell LLP and served as Ministerial Special Representative on Métis Rights
JOE WILD, Senior Assistant Deputy Minister, Treaties and Aboriginal Government, Aboriginal Affairs and Northern Development Canada
AL BENOIT, Chief of Staff, Manitoba Métis Federation

TAB 3
Keynote Presentation
The Purpose and Goal of the Manitoba Métis Federation v. Canada Case: The Métis Perspective
DAVID CHARTRAND, LL.D. (hons), O.M., President,
Manitoba Métis Federation

TAB 4
The Broader Implications of Daniels v. Canada: The Division of Powers and Section 91(24)’s Role in Aboriginal Law Today and into the Future
P. MITCH MCADAM, Q.C., Director, Constitutional Law Branch, Saskatchewan Justice
CLÉMENT CHARTIER, Q.C., President, Métis National Council

TAB 5
The Implications of Daniels and Recent Federal Developments on Métis Land Rights and Other Métis Claims: The Métis Perspective
DARWIN HANNA, Partner, Callison& Hanna
JASON T. MADDEN, Partner, Pape Salter Teillet LLP

TAB 6
Notes

The Intensive Course in Canadian Securities Law and Practice

Table of Content

Program Date: September 21 & 28 and October 5 & 19, 2016

Session 1

TAB A
Agenda

TAB B
Faculty List and Biographies

TAB 1
The Regulatory Framework Across Canada: Overview and Latest Developments
Douglas Bryce, Osler, Hoskin & Harcourt LLP

TAB 2
Corporate Governance: Best Practices for Public Companies
Sean Vanderpol, Stikeman Elliott LLP

TAB 3
What Lawyers Need to Know About Professionalism and the Risks of Securities Practice
Heather Zordel, Gardiner Roberts LLP

TAB 4
Notes

Session 2

TAB A
Agenda

TAB B
Faculty List and Biographies

TAB 1
Public Offerings: Key Legal, Financial and Regulatory Considerations
John Wilkin, Blake, Cassels & Graydon LLP

TAB 2
Private Placements: Exempt Market Rules and Strategies
Keith R. Chatwin, Stikeman Elliott LLP
Philippe Tardif, Borden Ladner Gervais LLP
Heather Zordel, Gardiner Roberts LLP

TAB 3
Privilege and Confidentiality in Canadian Securities Law
Daniel Murdoch, Stikeman Elliott LLP

TAB 4
Notes

Session 3

TAB A
Agenda

TAB B
Faculty List and Biographies

TAB 1
Regulation of Control Transactions
Naizam Kanji, Director, Office of Mergers and Acquisitions, Ontario Securities Commission
John Ciardullo, Stikeman Elliott LLP

TAB 2
Mergers & Acquisitions – The Essentials and Emerging Issues
Michael Partridge, Goodmans LLP
Aaron J. Atkinson, Fasken Martineau DuMoulin LLP

TAB 3
Regulators at the Door: The Scope of Their Powers
Eliot N. Kolers, Stikeman Elliott LLP

TAB 4
Notes

Session 4

TAB A
Agenda

TAB B
Faculty List and Biographies

TAB 1
Update on the Cooperative Capital Markets Regulatory System
Lawrence E. Ritchie, Osler, Hoskin & Harcourt LLP

TAB 2
Registration and Investment Funds
Erez Blumberger Chief Regulatory Counsel, AUM Law
Kimberly Poster, Chief Legal Counsel, Investment Funds, AUM Law

TAB 3
Litigation and Enforcement: Current and Future Trends
Mary Condon, Professor, Osgoode Hall Law School, York University

TAB 4
Notes

The 2016 Legal Guide to Consent, Capacity & Substitute Decision Making

Table of Content

Program Date: June 23, 2016

Tab A
Agenda

Tab B
Faculty List and Biographies

Tab 1
Fact Scenarios

Tab 2
Understanding the Statutory Framework: The Law that Guides You and How it Fits Together
Jane E. Meadus, Staff Lawyer, Institutional Advocate, Advocacy Centre for the Elderly

Tab 3
Understanding the SDA – From Property Management to Personal Care
Kaylie Handler, Goddard Gamage Stephens LLP
Alexander N. Procope, Swadron Associates, Barristers & Solicitors

Tab 4
The Health Care Consent Act: Understanding Informed Consent and Advance Care Planning
Judith A. Wahl, Executive Director, Advocacy Centre for the Elderly
Mark Handelman, BA, LLB, MHSc (Bioethics), Firm Counsel, Whaley Estate Litigation

Tab 5
Capacity Assessments & Evaluation of Capacity: When and How?
Dr. Carole Cohen, MDCM, Clinical Director, Community Psychiatric Services for the Elderly, Sunnybrook Health Sciences Centre

Tab 6
Preparing a Capacity Hearing Before the Consent and Capacity Board
D’Arcy Hiltz, Barrister & Solicitor
Nina Lester, Senior Lawyer Member, Consent & Capacity Board
Barbara Walker-Renshaw, Borden Ladner Gervais LLP

Tab 7
The Office of the Public Guardian Trustee: Their Role and What You Can Expect
Sidney Peters, Legal Counsel, Office of the Public Guardian and Trustee

Tab 8
Note Paper

3rd Annual Winkler/IAM/OsgoodePD Conference on Mediation “The Unsettleable Case” – Advanced Strategies for Senior Counsel & Mediators

Table of Content

Program Date: May 12, 2016

TAB A
Agenda

TAB B
Faculty List and Biographies

TAB 1
The “Unsettleable” Case – Counsel’s Perspective

TAB 2
How Do You Settle Multi-Party Cases?
Patrick C. Coughlan, Conflict Solutions Inc.

TAB 3
It’s Not All About the Money: Strategies for Successfully Navigating the Non-Financial Issues
Paul Torrie, Global Resolutions Inc.
Eugene C. Moscovitch, President, IAM, Judicate West Alternative Dispute Resolution
Adrian C. Lang, Head of Business Management, Canadian Personal and Commercial Banking, BMO Financial Group
Genevieve A. Chornenki, Estate Mediation Group

TAB 4
Additional Materials

TAB 5
Notes