Program Materials

The 2016 Legal Guide to Privacy & Information Management in Healthcare

Table of Content

Program Date: April 13, 2016

Tab A
Registration and Continental Breakfast

Tab B
Welcome and Introduction from the Chairs
Mary Jane Dykeman, DDO Health Law
Lonny J. Rosen, Rosen Sunshine LLP

Tab 1
The Legal Update: The New PHIPA Changes and Lessons Learned from Recent Cases
Mary Jane Dykeman, DDO Health Law

Tab 2
Strategies for Using Privacy Impact Assessments to Identify and Reduce Organizational Risks
Samara Starkman, JD, LLM, CIPP/C, CIPM, Drawbridge Consulting Inc.

Tab 3
What You Need to Know About Using Cloud Services for the Storage of Personal Health Information (PHI)
Anita Fineberg, CIPP/C, Barrister & Solicitor
Jim Forbes, Director and Chief Technology Officer, Shared Information Management Services, University Health Network

Tab 4
Disclosing Personal Health Information in Proceedings: If, How and When?
Lonny J. Rosen, Rosen Sunshine LLP

Tab 5
Analyzing The Risk of Harm Exception Permitting Disclosure of PHI
Lad Kucis, Gardiner Roberts LLP

Tab 6
2016 Update on Strategies and Best Practices for Responding to and Managing Privacy Breaches in Healthcare
Manuela Di Re, Director of Legal Services, Information & Privacy Commissioner of Ontario

Tab 7
Privacy & Protection of PHI in Community Health Settings
Bosco Chan, Chief Privacy Officer & Director of Privacy, Risk and Information Security Management, Ontario Association of Community Care Access Centres
Rodney Burns, Chief Information Officer, Association of Ontario Health Centres
Anna Tersigni Phelan, Risk Manager, Health Information Management, Privacy Officer, Canadian Mental Health Association, Waterloo Wellington Dufferin

Tab 8
Note Paper

Managing, Mediating and Litigating Estate Disputes

Table of Content

Program Date: March 30, 2016

Tab A Agenda

Tab B Faculty List and Biographies

Tab 1 Client Interview, Fact-Gathering and Investigation
Client Interview, Fact Gathering and Investigation for a Successful Litigation/Client Relationship
Debra L. Stephens, Goddard Gamage Stephens LLP
Heather J. Mountford, Goddard Gamage Stephens LLP
Appendix

Tab 2 Framing the Issues and Exploring Early Resolution Opportunities
Framing the Issues and Exploring Early Resolution Opportunities (slides)
Melanie Yach, Aird & Berlis LLP

Tab 3 Pleadings and Motions in Superior Court: From Documentation to Argument
Orders for Directions vs. Pleadings: Laying the Groundwork for Successful Will and POA Challenges (slides)
Justin de Vries, de Vries Litigation LLP
Orders for Directions vs. Pleadings: Laying the Groundwork for Successful Will and POA Challenges
Justin de Vries, de Vries Litigation LLP

Tab 4 Discovery and Settlement in the Estate Case: A Checklist of Key Considerations
Discovery and Settlement in the Estate Case: Preparing for Settlement
Jordan D. Oelbaum, Schnurr Kirsh Schnurr Oelbaum Tator LLP
Schedule A

Tab 5 Mediating the Estate Dispute: The Process, the Pitfalls, the Opportunities
Mediating the Estate Dispute: The Process, the Pitfalls, the Opportunities (slides)
Liza Sheard, Evans Sweeny Bordin LLP (as she then was)
Mediating the Estate Dispute: The Process, the Pitfalls, the Opportunities
Liza Sheard, Evans Sweeny Bordin LLP (as she then was)
Schedule A
Schedule B
Schedule C
Schedule D

Tab 6 Pre-trials, Settlement Conference and Trials
Pre-trials, Settlement Conference and Trials: A Series of Checklists
Clare E. Burns, WeirFoulds LLP

Tab 7 Pulling It All Together: Practical Case
Studies in Estate Disputes/Litigation
Fact Pattern #1: Challenge to Will
Fact Pattern #2: Passing of Accounts

Tab 8 Notes

2016 Guide to Complex Issues in Estate and Tax Planning

Table of Content

Program Date: March 29, 2016

Tab A
Agenda

Tab B
Faculty List and Biographies

Tab 1
Income Tax Act Update: Implications on Spousal, Alter Ego & Joint Partner Trusts
Howard M. Carr, Fasken Martineau DuMoulin LLP
Kathy M. Munro, PricewaterhouseCoopers LLP
Corina S. Weigl, Fasken Martineau DuMoulin LLP

Tab 2
Critical Update on the Landscape of Charitable Donation in 2016
Susan M. Manwring, Miller Thomson LLP

Tab 3
Planning for Incapacity and End of Life Care
Hilary E. Laidlaw, McCarthy TétraultLLP
Jane E. Meadus, Institutional Advocate & Staff Lawyer, Advocacy Centre for the Elderly

Tab 4
Mutual Wills and Domestic Contracts as an Estate Planning Tool
Karon C. Bales, Bales Beall LLP
Leonard Bosschart, Fogler, Rubinoff LLP

Tab 5
Hot Button Issues in Cross Border Taxation and Estate Planning
Veronika Chang, Morris Kepes Winters LLP

Tab 6
Note Paper

2nd National Symposium on Mental Disorder: At the Crossroads of Mental Health and Criminal Justice

Table of Content

Program Date: February 26, 2016

Tab A
Agenda

Tab B
Faculty List and Biographies

Tab 1
The NCR Defence 2016: Meeting the Challenges of Stereotyping and Public Prejudice
The Hon. Justice Gary Trotter, Ontario Superior Court of Justice
Gregory Brodsky, QC, Brodsky & Company, Barristers
Christine McGoey, Retired Crown Attorney, Ministry of the Attorney General (Ontario)
Dr. Philip Klassen, Vice-President, Medical Services Ontario Shores Centre for Mental Health Sciences
Robert S. Richardson, Barrister

Tab 2
Latest Court Cases and Trending Hot Button Issues
Margaret Creal, Chair, Consent and Capacity Board, Ontario
Lyle Hillaby, Crown Counsel, British Columbia Ministry of Justice and Attorney General
Erin Dann, Di Luca Barristers

Tab 3
Best Practices in Preparing and Effectively Conducting Hearings Before the Review Board
Shayne Kert, Alternate Chair, Consent and Capacity Board, Ontario
Michael Davies, Foord Davies LLP
Janice Blackburn, Bersenas Jacobsen Chouest Thomson Blackburn LLP Barristers, Solicitors

Tab 4
Policing and the Mentally Ill: Current Challenges and Responses
The Hon. Justice Peter Defreitas, Associate Chief Justice, Ontario Court of Justice Chief of Police Mark Saunders, Toronto Police Service
Sarah Burtenshaw, Mental Health Worker, Crisis Outreach and Support Team (COAST)
Dr. John Bradford, Forensic Mental Health, The Royal Ottawa, Brockville Mental Health Centre
Inspector Chris Boddy, Toronto Police Service

Tab 5
Interface of Youth with Mental Health Issues and Canada’s Youth Justice System
The Hon. Justice Heather Perkins-Mcvey, Ontario Court of Justice
Tania Breton, Justice Lead, CAMH (Ottawa)
Gina Clark, Regional Implementation Coordinator, CAMH (Northwest Region – Kenora Rainy River District)
JoAnn Miller-Reid, Assistant Deputy Minister, Youth Justice Services, Ministry of Children and Youth Services (Ontario)
Dr. Jeffrey Wong, Clinical Director, Forensic Services, Kinark Child and Family Services, Syl Apps Youth Centres

Tab 6
The NCR Reform Act: Much Ado About Nothing?
Professor Steve Coughlan, Schulich School of Law Dalhousie University
Michael Feindel, Crown Coordinator, Ontario Review Board, Ministry of the Attorney General (Ontario)

Tab 7
Notes

The Litigator’s Guide To Real Estate, Construction and Leasing Disputes

Table of Content

Program Date: February 10, 2016

Tab A
Agenda

Tab B
Faculty List and Biographies

Tab 1
Damages and Specific Performance in Abortive Real Estate Transactions
The Hon. Justice Paul M. Perell, Superior Court of Justice (Ontario)

Tab 2
Litigator’s Guide To Real Estate Agents’ and Brokers’ Liability
Bryan B. Skolnik, Gardiner Roberts LLP

Tab 3
Litigating or Settling Commercial Leasing Disputes
Wolfgang Kaufmann, Daoust Vukovich LLP Sharon Addison, McLean & Kerr LLP
Sharon Addison, McLean & Kerr LLP

Tab 4
Disputes Arising from Troubled or Failing Construction Projects
Sam Babe, Aird & Berlis LLP
Todd Robinson, Cassels Brock & Blackwell LLP

Tab 5
Tenant’s Insolvency: The Effect on Landlords’ Rights and Obligations
Dan Wootton, Senior Vice President, Grant Thornton Limited
Linda Galessiere, McLean & Kerr LLP E.
Patrick Shea, LSM, CS, Gowling Lafleur Henderson LLP
David S. Ward, Cassels Brock & Blackwell LLP

Tab 6
Resolving/Litigating Disputes Involving Contaminated Land
Bryan J. Buttigieg, Miller Thomson LLP

Tab 7
Ethical and Professional Issues In Litigating Real Estate Disputes
Sandra D. Astolfo, Torkin Manes LLP
Reuben M. Rosenblatt, Q.C., LSM, Minden Gross LLP
Melvyn L. Solmon, Solmon Rothbart Goodman LLP
Stephen Richard Morrison, C. Med, C.Arb, FCIArb (Moderator), Stephen Richard Morrison ADR Inc.

Tab 8
Note Paper

9th National Symposium on Tech Crime and Electronic Evidence

Table of Content

Program Date: January 22, 2016

Tab A
Agenda

Tab B
Faculty List and Biographies

Tab 1
Top 2016 Investigation and Drafting Issues in Cases Involving Electronic Evidence
The Hon. Justice Philip A. Downes, Ontario Court of Justice
Randy Schwartz, Deputy Director, Prosecution Support, Ministry of the Attorney General (Ontario)
W. Vincent Clifford, Edelson Clifford D’Angelo Friedman LLP
Sergeant David Cobey, Legal Application Support Team, RCMP

Tab 2
Current Issues and Special Challenges in Child Exploitation Offences
Allison Dellandrea, Counsel, Ministry of the Attorney General (Ontario)
Cst. Christopher MacDonald, CFCE, Investigator, Internet Child Exploitation Unit, Peel Regional Police

Tab 3
Social Media and the Criminal Justice Process: What are the Ethical and Legal Limits?
The Hon. Justice Frances P. Kiteley, Ontario Superior Court of Justice
Steven Johnston, Crown Prosecutor, Special Prosecutions Branch, Alberta Justice
Anthony Moustacalis, Barrister

Tab 4
Search and Seizure: The Forensics – Opportunities Amidst the Trend of Ever-increasing Mobile Security
Daniel Embury, Technical Director, Cellebrite Advanced Investigative Services, Cellebrite Ltd.
Det. Sgt. Kelly Anderson, e-Crime Sect. Technological Crime Section, Ontario Provincial Police

Tab 5
Search and Seizure: The Law Latest Cases and Hot Button Issues
The Hon. Justice Michal Fairburn, Ontario Superior Court of Justice
Scott K. Fenton, Fenton, Smith Barristers
Nicholas Devlin, Counsel, Public Prosecution Service of Canada

Tab 6
Notes