Join Us for the First Bundle Event!

Tammy Buss, TEP
BlueRoots

Joseph Diletti, TEP
Miller Thomson LLP

Sarah Hallman-Krul
Miller Thomson LLP

Joan Jung, TEP
Miller Thomson LLP

Technical Focus:
• Probate minimization strategies revisited
• Joint tenancy, resulting trusts, and bare trust exposure
• Planning outside the will vs. defensible structures

Case Studies:
• Probate avoidance triggering litigation
• Bare trust reporting failures
• Loss of control and unintended tax outcomes

Dmitri Pasricha
TechSet

Technical Focus:
• What qualifies as a digital asset (devices, accounts, crypto, cloud data)
• Legal authority issues: privacy law, access vs. ownership
• Drafting considerations in wills, POAs, and trust documents
• Custody, security, and fiduciary liability

Case Studies:
• Executors locked out of devices and accounts
• Crypto assets lost due to lack of access planning
• Conflicts between privacy legislation and estate authority

John D'Amato
Concentra Trust

Chris Delaney, TEP
Scotia Wealth Management

Technical Focus:
• Fiduciary duties when engaging adult children
• Information rights vs. decision making authority
• Governance tools that scale across generations

📌IMPORTANT NOTICES:

1. This event is included in the Chapter Bundle. For more information on the STEP Southwestern Ontario Chapter Bundle and how you can save, click here.

2. Delegates must sign-in at the registration desk upon arrival to the venue to receive CPD/CE credits.

A big thank you to our dedicated sponsors for their continued support.

Click here to discover more about these organizations!