Dates: November 10 - 12, 2021
Location: Cambridge, Ontario
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.
This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.
Shona graduated from the University College Dublin with a Bachelor’s Degree in English and Spanish. She has a background in medical, insurance and financial administration. In her spare time, Shona loves to travel and enjoys planning trips all around the world.
Built on genuine interactions and spontaneous connections, the Forum is a unique opportunity for practical discussions among 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."Corina Weigl Partner Fasken LLP Toronto, ON
The Forum for Senior Estates & Trusts Practitioners – 1st Generation is scheduled to take place from November 10 – 12, 2021, at Langdon Hall in Cambridge, Ontario. Please see our COVID-19 Precautions page for details on our commitment to safety.