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Forum Overview

Dates: April 27 - 29, 2025

Location: Cambridge, ON

The Steering Committee welcomes 48 estate planning and litigation professionals from leading law firms across Canada to meet and discuss the most pressing issues in planning and litigation facing their clients today.

 

A select few medical professionals join the discussion to provide first-hand information of capacity-related considerations for clients. Using candid, seminar-style discussions at this annual meeting, the group examines, amongst other things, capacity assessments of aging clients, vulnerability, and new developments in case law.

2025 Steering Committee

This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.

Committee Chair

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Peter Glowacki
Borden Ladner Gervais LLP Vancouver, BC

Vancouver, BC

Committee Members

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Maria Grande
Thompson Dorfman Sweatman LLP Winnipeg, MB

Winnipeg, MB

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Lindsay Ann Histrop
Gardiner Roberts LLP Toronto, ON

Toronto, ON

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Jennifer Lamb
Carscallen LLP Calgary, AB

Calgary, AB

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Jessica Lyle
Touchstone Legal Inc. Dartmouth, NS

Dartmouth, NS

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Dr. Sara Mitchell
Sunnybrook Health Sciences Centre Toronto, ON

Toronto, ON

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Suzana Popovic-Montag
Hull & Hull LLP Toronto, ON

Toronto, ON

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Sean M. Sullivan
Gowling WLG (Canada) LLP Kitchener, ON

Kitchener, ON

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Geoffrey W. White
Clark Wilson LLP Kelowna, BC

Kelowna, BC

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 practical discussions among preeminent estate planning and litigation leaders from across Canada, and a select few gerontologists.

A meeting where I always learn something valuable!
Kimberly Whaley

Founder & Principal

Whaley Estate Litigation Partners

Toronto, ON

"Wonderful and a very informative event. Highly experienced practitioners and presenters. The roundtable discussion format was very effective at bringing forth a full discussion of the topic areas. Highly recommend attendance to those who practice significantly in the estate planning and litigation field."
​Peter Rumscheidt

​Lawyer

Weldon McInnis Barristers and Solicitors

Dartmouth, NS

In addition to the interesting and relevant discussion sessions, the Forum delivers on the opportunity to network with likeminded and accomplished colleagues from across Canada, and, of course, to have fun!
Yoni Feingold

Partner

Fasken LLP

Montréal, QC

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STILL UNSURE? Learn why people return year after year

Hear how our participants describe the practical benefits of our forums.

Yeonah Park

Forum Director