Agenda - January 29th, 2021


Welcome and Introduction by PBLI


Chairs' Welcome and Introduction


David Hunter

Hamilton Duncan Armstrong + Stewart Law Corporation


Emma McArthur

Johns Southward LLP



Probate Issues Arising as a Consequence of the Pandemic


Emma McArthur

Johns Southward LLP


  • Remote signing and witnessing considerations
  • Assessing capacity and undue influence in an online world
  • Delays and challenges in administration



Questions and Discussion


Morning Break


Dealing with Beneficiaries of an Estate


Ingrid Tsui

Alexander Holburn Beaudin + Lang LLP


  • Responding to beneficiary requests for information
  • Locating missing beneficiaries
  • Dealing with the death of a beneficiary during the course of administration
  • Designated beneficiaries: dealing with apparent errors

Questions and Discussion


Non-Income Tax Considerations


Alexander Demner 

Thorsteinssons LLP


Chris Marta

Thorsteinssons LLP


  • Treating an estate as a trust
  • Real estate taxes: vacancy, speculation and foreign buyers taxes
  • Property transfer tax considerations
  • Transparency-related developments



Questions and Discussion


Lunch Break


Mediating Estate Disputes


Arlene H. Henry, Q.C.

Arlene H. Henry Law Corproation


  • The role of a mediator in estate disputes
  • When to involve a mediator rather than the courts
  • Considerations unique to virtual mediations
  • The importance of the mediator's pre-mediation interviews with your clients



Questions and Discussion


Afternoon Break


Challenging Issues Where the PGT is Involved


David Hunter

Hamilton Duncan Armstrong + Stewart Law Corporation


  • In what situations must (or should) the PGT be notified?
  • PGT as Administrator and Litigation Guardian
  • Practical considerations when the PGT is involved in an estate



Questions and Discussion


A Deep Dive into Section 151

Scott Boucher

Norton Rose Fulbright Canada LLP


  • Overview of s. 151
  • Recent cases
  • Role of the personal representative
  • Tips and best practices


   4:20 Questions and Discussion
   4:30 Chairs' Closing Remarks - Program Concludes