CPD Program Details

18th Annual Wills, Estates & Trusts Conference

18th Annual Wills, Estates & Trusts Conference

November 10, 2022 9:00 am - November 10, 2022 12:00 pm


Kerry Rizzo, CFP, CIM, FCSI, Senior Investment Advisor – BlueRidge Private Wealth Management

Lou-Anne Farrell, Counsel, Harrison Pensa LLP

Dawn Phillips-Brown, Madorin, Snyder LLP

Erin Naylor, Scott Petrie LLP


Lou-Anne Farrell, Harrison Pensa, LLP

Justin Newman, Harrison Pensa, LLP

Ian S. Wright, Ian S. Wright Law


Our 18th Annual Conference offers a full agenda with an incredible group of experts.


The morning will include:


  • A refresher on RDSPs, Henson Trusts and Disability Trusts
  • A caselaw update with 4 cases being reviewed
  • Documenting Your File & Production Requests in Estate planning from LawPro Preferred counsel
  • New Estate forms and procedures – 2022 changes reviewed
  • Q&A focussed on practice challenges and developments in the COVID pandemic recovery