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Forum Overview

Dates: May 3 - 5, 2026

Location: Montréal, QC

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.

2026 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 Co-Chairs

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Gordon Behan
Clark Wilson LLP Vancouver, BC

Vancouver, BC

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Jennifer A.N. Corak
WeirFoulds LLP Toronto, ON

Toronto, ON

Committee Members

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Kathryn Balter
Fogler, Rubinoff LLP Toronto, ON

Toronto, ON

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Antoine Brosseau Wery
Patenaude Tax + Trust Inc. Montréal, QC

Montréal, QC

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Eleanor Carlson
Carbert Waite LLP Calgary, AB

Calgary, AB

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Krista Clendenning
Tradition Law LLP Winnipeg, MB

Winnipeg, MB

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David A. Hunter
Hamilton Duncan Surrey, BC

Surrey, BC

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Melissa Saunders
Saunders Collins & Loeb Law St. John's, NL

St. John's, NL

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Amanda Winters
Scion Law LLP Vancouver, BC

Vancouver, BC

Forum Director

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Sydnie Butz
Cambridge Forums Inc. Toronto, ON

Toronto, ON

Sydnie holds a Bachelor’s Degree with an Honours Specialization in Political Science from Western University in London, ON. Prior to joining Cambridge Forums in 2020, she previously worked at the Ivey Business School, supporting alumni relations and developing expertise in project management, client relations, and organizational excellence. Known for her attention to detail and commitment to delivering exceptional experiences, Sydnie brings professionalism and enthusiasm to every project. Outside of work, she enjoys travelling, trying new recipes, and attending fitness classes.

Sydnie holds a Bachelor’s Degree with an Honours Specialization in Political Science from Western University in London, ON. Prior to joining Cambridge Forums in 2020, she previously worked at the Ivey Business School, supporting alumni relations and developing expertise in project management, client relations, and organizational excellence. Known for her attention to detail and commitment to delivering exceptional experiences, Sydnie brings professionalism and enthusiasm to every project. Outside of work, she enjoys travelling, trying new recipes, and attending fitness classes.

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 Cambridge Forum was an outstanding professional development experience — intellectually rigorous, personally energizing, and grounded in a shared commitment to excellence in our field."
Benjamin Carver

Carver Estate Law & Litigation

Bridgewater, NS

"It was once again a tremendous honour to be able to participate in thoughtful discussions with so many talented professionals in the Estates space."
Claudio Martellacci

Partner

Grewal Guyatt LLP

Richmond Hill, ON

"It is a great conference, and one that will be actually meaningful to your practice."
Scott Boucher

Partner

Lawson Lundell LLP

Vancouver, BC

"Thought provoking, enriching, discussions amongst colleagues across provinces and jurisdictions, in a friendly open-minded environment. The connections made the discussions and takeaways so great. The format of discussions, instead of presentations, is unique, and I found it to be extremely effective. There was real participation by all participants. I also really liked the small group. Everyone had an opportunity to talk and get to know each other."
Yasmin M. Vinograd

Managing Partner

Merovitz Potechin LLP

Ottawa, ON

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STILL UNSURE? Learn why people return year after year

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

Sydnie Butz

Forum Director