Dates: April 10 - 12, 2022
Location: Cambridge, Ontario
The Steering Committee welcomes 48 estate planning and litigation professionals from leading law firms across Canada to meet and discuss the most pressing issues in planning and litigation facing their clients today.
A select few gerontologists join the discussion to provide first-hand information of capacity-related considerations for clients. Using candid, seminar-style discussions at this annual meeting, the group examines, amongst other things, capacity assessments of aging clients, vulnerability and new developments in case law.
This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.
Carole Cohen is a geriatric psychiatrist. She is a Professor in the Department of Psychiatry and Director of the Division of Geriatric Psychiatry at the University of Toronto. She is Clinical Director of the Community Psychiatric Services for the Elderly at Sunnybrook Health Sciences Centre. This inter-professional team provides assessment and management of older adults with mental health and substance use problems (including dementia) in their place of residence (home, retirement home, and long-term care homes). She has been active in inter-agency collaborative care and planning in North Toronto for decades. She has been involved with planning related to Behavioural Supports Ontario locally and provincially since the inception of the program. Dr. Cohen is a consultant to the Capacity Assessment Office of the Ministry of the Attorney General of Ontario. She teaches at the University of Toronto medical school and supervises psychiatry residents during their geriatrics rotation.
KIMBERLY A. WHALEY CS, TEP, LLM, Founding Partner, WHALEY ESTATE LITIGATION PARTNERS (litigation firm in Toronto, practicing throughout Ontario and repeatedly ranked by Canadian Lawyer as one of Canada’s Top 5 & 10 Boutique Trusts & Estates Firms), practicing in the areas of Estate, Trust, Fiduciary Litigation including Power of Attorney Disputes, Fiduciary Accounting Applications, Guardianship, Applications for Dependants’ Support, and Elder Law.
Kimberly is designated as a Certified Specialist in Estates and Trusts Law by the Law Society of Ontario; and is repeatedly recognized as a leading practitioner by Chambers, Lexpert, Lawday, Best Lawyers, Martindale-Hubbell, and Canadian Lawyer.
Kimberly has held various executive board positions with the Society of Trust and Estate Practitioners Worldwide (STEP) holding the designation, TEP. In 2019 Kim was presented with a book prize at the June STEP Toronto National Conference for the session she planned and presented with colleagues on capacity. In September 2019 she was presented with the award of STEP Toronto volunteer of the year.
Kimberly is a Past Chair of the OBA Estates ad Trusts Section Executive, CBA Elder Law Section, and immediate past Chair of the OBA Elder Law Section and has been on other OBA/CBA executives and committees over a number of years.
Kimberly is a frequent lecturer at various Universities and has been an Adjunct Professor at the University of Toronto, Queen’s University, and Western University.
Kimberly regularly presents and chairs programs with the Law Society of Ontario, and the Canadian and Ontario Bar Associations as well as within the community, at community centers, libraries, hospitals, Toronto and Ontario Police, and with various other professionals, governmental and not-for-profit organizations.
Kimberly is an active leader in the community in her elder law initiatives serving as Civilian Co-chair on a Toronto Police Services Consultative Committee, as well as a reappointed member of the Ontario Securities Commission Seniors Expert Advisory Committee.
Kimberly is an invited member of The International Academy of Estate and Trust Law (TIAETL), and a Fellow of the Canadian Center for Elder Law (CCEL).
Fun Facts: I scuba dive, I’ve hiked Machu Pichu, driven along most of the Californian Coast with my daughter (listening to every Taylor Swift song ever made along the way-forced upon me by my daughter, author of these fun facts), I’ve tried guinea pig and alpaca, swam with sharks (in all senses of the words), run half and full marathons, white water kayaked, rappelled down multi-story buildings, I take lots of pictures and the proud owner of a new Nikon Z7, and have a mild but constant addiction to pomegranate.
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.
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.
Built on genuine interactions and spontaneous connections, the Forum is a unique opportunity for practical discussions among preeminent estate planning and litigation leaders from across Canada, and a select few gerontologists.
"The Forum is an excellent venue and the topics and discussion were extremely helpful regardless of jurisdiction. The honest communication and issue identification was validating and has engaged me to revisit my practice management and techniques with new perspective. Again, I appreciate the candour and thoughtful discussion."Cathy Olsiak Partner Simpson Wigle Law LLP Hamilton, ON
"The Forum is truly a Forum in which there is an exchange of information and ideas among a group of professionals who are recognized leaders and experts in the estate area of law."Doris Bonora Partner Dentons Canada LLP Edmonton, AB
"Wonderful and a very informative event. Highly experienced practitioners and presenters. The roundtable discussion format was very effective at bringing forth a full discussion of the topic areas. Highly recommend attendance to those who practice significantly in the estate planning and litigation field."Peter Rumscheidt Lawyer Weldon McInnis Barristers and Solicitors Dartmouth, NS
The Forum on Estate Planning & Litigation is scheduled to take place from April 10 – 12, 2022, at Langdon Hall in Cambridge, Ontario. Please see our COVID-19 Precautions page for details on our commitment to safety.