Senior Estates & Trusts Practitioners

Forum Overview

Dates: October 19 - 21, 2025

Location: Cambridge, ON

The Steering Committee welcomes a small group of the most senior tax, estate planning and estate litigation professionals from leading law firms, accounting firms, and family offices across Canada. This 1st Generation Forum is the longest-running Forum in the Cambridge Forums ‘Estates & Trusts’ series. It is geared towards the most senior practitioners in the field with approximately 25+ years of experience.

Using candid, seminar-style discussion at this annual meeting, the group examines trends and developments in every jurisdiction as they relate to practice management, new developments in case law, tax updates and the most pressing issues their clients face.

CONNECT. ENGAGE. EXCEL. This is a different event, unlike any you've attended

Built on meaningful interactions and genuine connections, the Forum is the premiere gathering for preeminent leaders in tax, estate planning and litigation across Canada.

"The Forum provides an excellent opportunity to engage in a free-flowing exchange of ideas from highly regarded colleagues."

Maureen Berry

Partner

Fasken LLP

Toronto, ON

"The Forum is a unique opportunity for senior practitioners and academics from across the country and from different disciplines to discuss and explore sophisticated tax, trust and estate planning topics in a confidential and candid manner that is not available anywhere else."

Patricia Robinson

Partner

Robinson's Law

Toronto, ON

"I always come away from the Forum with several insights to apply in my day to day practice. The caliber of the participants and speakers are top-notch."