This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.
Forum Overview
Dates: November 16 - 18, 2025
Location: Banff, AB
The Steering Committee welcomes up to 48 leading tax, estate planning and estate litigation professionals from prominent law and accounting firms across Canada. This 2nd Generation Forum is part of the Cambridge Forums ‘Estates & Trusts’ series. It is geared towards practitioners that have between 15 – 24 years of experience in this field.
Using candid, seminar-style discussion at this annual meeting, the group examines trends and developments in every jurisdiction and engages in meaningful dialogue on the most pressing issues facing their clients today.
2025 Steering Committee
Committee Co-Chairs
Committee Members
Shelley practices wills, estates and succession planning with a focus on U.S. / cross-border planning, elder law, represented adult law and estate litigation. Shelley advises clients on a range of wills and estate matters and works closely with her clients to protect their interests and manage their risks. She is well versed and experienced with the new Wills and Succession Act and the Adult Guardianship & Trusteeship Act. In Shelley’s practice, she continues to be involved in teaching people the value of good estate planning. She is active in presenting to all demographic groups, including plus 55 groups, financial institutions, and other community and professional associations. Shelley values the importance of a thorough and complete review of her clients’ succession plans to mitigate potential risk of litigation. She is dedicated to solving her clients’ complex objectives or problems.
Forum Director
Yeonah Park is a seasoned professional with extensive experience in managing international events for one of the largest professional services of accounting and consulting firms. With a bachelor’s degree in Commerce from the Toronto Metropolitan University, she has honed her skills in event management and thrives in dynamic environments. Yeonah is a CMP Certified Meeting Professional, demonstrating her commitment to excellence in the field.
Yeonah brings her passion for learning and dedication to excellence, poised to make significant contributions to the team’s success. Outside of the office, she enjoys road cycling, travelling, and spending quality time with family and friends.
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 estate planning, litigation and tax professionals across Canada.
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