Forum for

​Senior Estates & Trusts Practitioners

3rd Generation November 17 - 19, 2021 Cambridge, Ontario
Received an invitation or already a member of the Forum? Login to view further details.
Forum

Overview

The Steering Committee welcomes up to 48 leading tax, estate planning and estate litigation professionals from across Canada. This 3rd Generation Forum is the latest addition to the Cambridge Forums ‘Estates & Trusts’ series. It is geared towards the next cohort of practitioners that have between 7 – 14 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.

2021 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 Members

  • Gemma L. Brown Smith Neufeld Jodoin LLP Steinbach, MB

    BACKGROUND
    Gemma joined the Smith Neufeld Jodoin partnership on January 1, 2018.  Gemma worked with the firm as a legal assistant from 1997 until she commenced her legal studies in 2005. She spent the summers of 2006 and 2007 as a summer student with the firm and articled with the firm in 2008-2009.  Gemma received her call to the bar in May, 2009, and was an associate with the firm until joining the partnership.

     

    EDUCATION 
    Gemma graduated from the University of Manitoba with her Bachelor of Laws in 2008. While attending Law School, Gemma received the class prizes for highest standing in Civil Procedure, Trademarks & Patents, and Municipal Law.

     

    AREAS OF PRACTICE 
    Gemma practices mainly in the areas of corporate and commercial transactions, including incorporations, mergers and acquisitions, with a special focus on corporate restructuring and owner-manager taxation issues, estate planning and trusts. Gemma also practices in the areas of real estate law, and wills and estate law.

     

    Gemma offers creative solutions for her clients, whether it be in family business or farm transitions, owner-managed businesses, new entrepreneurs, first time home owners, or in wills and estate planning matters. Gemma enjoys working closely with clients and their professional advisors throughout various planning processes to ensure her clients are taken care of and that they understand their legal journey.

     

    PROFESSIONAL ACTIVITIES 
    Member of the Manitoba Bar Association
    Member of the Canadian Bar Association
    Member at Large of Real Property Subsection, Immigration Subsection and Taxation Subsection of the Manitoba Bar Association
    Council for the Southeast Events Center (multiplex)
    2020 Steering Committee – Cambridge Forums Estates & Trust Practitioners 3rd Generation Forum

    Gemma was a board member with the Steinbach Chamber of Commerce, chairing the Business Development Committee for 6 years until November, 2017.  She currently is an ad-hoc member of the Business Development Committee.
    Gemma was the co-chair of Revenue Generation with the host society of the 2016 Manitoba Summer games held in Steinbach.

     

    PERSONAL INTERESTS
    Gemma resides in Steinbach with her husband and 2 children. Outside of the office Gemma can be found supporting her children in their sporting activities and in her down time, enjoys gardening and time at the lake with family and friends.

  • Candace Cho Onyx Law Group Vancouver, BC
  • Emily Clough Clark Wilson LLP Vancouver, BC
  • Jessica Feldman Chittley Bales Beall LLP Toronto, ON
  • Jingchan Hu Crowe Soberman, LLP Toronto, ON
  • Antonio Iacovelli Miller Thomson LLP Montréal, QC
  • Benjamin J. Kormos Walsh LLP Calgary, AB
  • Curtis Marble Carbert Waite LLP Calgary, AB
  • Anjali Navkar PwC Canada Toronto, ON

    Anjali Navkar is a tax planner and lawyer at PwC LLP in Toronto. She specializes in taxation, working exclusively in the area of tax planning for individuals and Canadian private companies. In her practice, Anjali regularly advises clients on estate and post-mortem planning, strategic use of trusts, and distribution planning for corporations and trusts. Anjali graduated from the University of Toronto Faculty of Law where she was awarded the prize in tax policy.

     

    She can be reached at:  anjali.navkar@pwc.com.

Forum Directors

  • Shóna Fox Forum Director Cambridge Forums Vancouver, BC sfox@cambridgeforums.com M: +1 437 223 4354

    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.

  • Brenna Knought Forum Director Cambridge Forums Toronto, ON bknought@cambridgeforums.com M: +1 647 203 3372

    Brenna joins Cambridge Forums with 20 years of experience in events, fundraising, and development. She has spent most of her career in the music industry, working for the Canadian Academy of Recording Arts & Sciences, overseeing the planning of high-profile events like the JUNO awards. Most recently, she launched a successful national advocacy campaign for the live music sector resulting in significant relief funding from the federal government. Her early career involved raising funds and executing events for non-profit organizations and foundations, including the University of Toronto and the Ireland Fund of Canada.  Brenna looks forward to her role as Forum Director to blend her experience and passion for bringing people together and fostering meaningful connections.  She is a mother of two, a fitness enthusiast, and is best known for her sense of humour.

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

Built on genuine interactions and spontaneous connections, the Forum is a unique opportunity for practical discussions among emerging leaders in tax, estate planning and litigation across Canada.

STILL UNSURE?

Learn why people return year after year

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

Shóna Fox

Forum Director

Telephone

+1 437 223 4354

Email

sfox@cambridgeforums.comEmail Shóna

COVID-19 Precautions

The Forum for Senior Estates & Trusts Practitioners – 3rd Generation is scheduled to take place from November 17  – 19, 2021, at Langdon Hall in Cambridge, Ontario. Please see our COVID-19 Precautions page for details on our commitment to safety.

COVID-19 Precautions
Account Login Log in to view your upcoming forums, download materials, update your personal information and more.
Reset Password Enter the email address associated with your account, and we’ll email you a link to reset your password.
Password Reset Email Sent An email has been sent to . Follow the directions in the email to reset your password.
Set Your Password to Log in An email has been sent to . Follow the directions in the email to set your password and log in.
Two-Factor Authentication A message with a verification code has been sent to your device. Please enter the code to continue.
Two-Factor Authentication An email with a verification code has been sent to you. Please enter the code to continue.

Terms of Use

The Site is for your personal use only. As a condition of your use of the Site, you agree:

 

  1. To keep your registration and contact information up to date at all times;
  2. To keep your password for the Site and any Communities confidential and not to share any such password with any person or entity;
  3. Not to use the Site for any purpose that is unlawful under applicable law, or prohibited by these Terms of Use;
  4. Not to defame or disparage any person or entity, or make comments of an obscene, derogatory or offensive manner or otherwise use the Site or its Content in a way that brings us or any third party into disrepute, or causes us to be liable to any third party;
  5. Not to reverse engineer, decompile, copy, modify, distribute, transmit, license, sublicense, display, revise, perform, transfer, sell or otherwise make available to any third party or otherwise publish, deep-link, create derivative works from, or exploit in any way the Site or its Content except as permitted by us under these Terms of Use, the Communities Terms of Use or any Rules;
  6. Not to use the Site to distribute viruses or malware or other harmful software or HTML code or other similar material;
  7. Not to represent or suggest that we endorse any other business, product or service unless we have separately agreed to do so in writing; and,
  8. That you are solely responsible for all costs and expenses you may incur in relation to your use of the Site and shall be solely responsible for keeping your password and other account details confidential.

 

We reserve the right to terminate, prevent or suspend your access to the Site if you do not comply with any part of these Terms of Use, the Communities Terms of Use, any Rule or any applicable law.

 

Please review the Website Terms of Use for details on Ownership, Use and Intellectual Property Rights, Trade-marks, Software, Submitting Information to the Site, Communication with Us or Other Users, Accuracy of information and availability of the Site, Hyperlinks and Third-Party Sites, Warranties, Limitation of Liability, and Cookies.

 

By clicking “I Agree”, you agree to be bound by these Terms of Use and the other terms, conditions, and documents referred to in them. If you do not agree with or accept any of these Terms and Conditions, you should cease using the Site immediately. If you have any questions about the Site or these Terms of Use, please contact hbeamish@cambridgeforums.com.