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Forum Overview

Dates: May 4 - 6, 2025

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.

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.

"I particularly enjoyed the format of the Forum - a pleasant departure from the usual "talking head" format of conferences. The opportunity to engage in meaningful discussion with colleagues across the country made for an enjoyable few days. I am full of ideas and information to bring back and implement within my own practice."
Amanda S.A. Doucette

Partner

Stevenson Hood Thorton Beaubier LLP

Saskatoon, SK

"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

"This has been a fantastic experience. An immeasurable learning opportunity to learn from colleagues across the country."
Raphael Tachie

Partner

Gowling WLG

Toronto, ON

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SPONSORING THIS FORUM

The Steering Committee would like to thank the following sponsor for their support of the Cambridge Forum for Senior Estates & Trusts Practitioners – 3rd Generation​.

Please click the logo below to learn more about our Sponsor.

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VISIT THEIR WEBSITE
For more information please contact:
Tim Andrews

Executive Vice President

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Thank you to our Sponsor

We would like to thank BridgePoint Financial for once again hosting a special Networking Reception and Dinner at the 2024 Forum.

 

About Bridgepoint Financial

BridgePoint Financial has been the leader in Canada’s legal finance market since 2005, offering the most innovative and strategic funding solutions with an unwavering focus on the client experience. Thanks to an unparalleled record we have trusted relationships with over 1,500 law firms across the country, funding over $400 million on 50,000 cases and counting. We do not take that trust lightly and continually develop our industry-leading products, providing an exceptional experience and favorable outcomes for the law firms and their clients who we assist in the wills & estates, personal injury, family law and class action practice areas.

 

BridgePoint Financial would like to share some thought leadership pieces with you. Please view them below:

 

STILL UNSURE? Learn why people return year after year

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

Brenna Knought

Senior Forum Director