Estates & Trusts Practitioners

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.

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

Principal Lawyer

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."