Programs

Professional Advisory Committee Breakfast Seminar
 
The Professional Advisory Committee holds educational seminars bi-annuallly featuring presentations on various topics in the areas of estate planning, taxation and charitable contributions . Continuing education credits are offered.
 
Our next breakfast seminar will be taking place:
 
Date: Wednesday, June 6, 2012
 
Time: 7:30 a.m. (breakfast) Program: 8:00 a.m. – 10:30 a.m.
 
Place: Sherman Campus, Lipa Green Centre, Tamari Family Hall
(more details to come)


 
 
 
PAST PROGRAMs:
 
"Death, Taxes and Estate Planning" 
December 1, 2011
Sponsored by: Robins Appleby & Taub 
Speakers:
Barry Corbin, Corbin Estates
Ian Lebane, TD Waterhouse
Elena Hoffstein, Fasken Martineau DuMoulin LLP
Michel Silberfeld, MD FRCP
David Schlesinger, Robins Appleby & Taub LLP
 
"What You Need to Know: Recent Tax, Legal, Estate Planning & Charity Developments"
May 31, 2011
Sponsored by: Corbin Estates Law 
Speakers:
Mark Blumberg, Blumberg Segal LLP
Adam Scherer, Soberman LLP
Ken Cole, Epstein Cole LLP
Ronald Appleby, Robbins Appleby & Taub LLP

"Cross Border Challenges: Planning for U.S. Citizens in Canada and Canadians in the U.S."
December 2, 2010
Sponsored by: Feigelsohn Kellar
Speakers:
Jim Yager, KPMG LLP
Kevyn Nightingale, Meyers, Norris, Penny LLP
Marla Waiss, Hodgson Russ LLP
Jack Bernstein, Aird & Berlis LLP
 
“It’s 11:00 pm – do you know where your kids (& parents) are? Planning for The Sandwich Generation”
June 2, 2010
Sponsored by: Soberman LLP
Speakers:
Eric Bornstein, Soberman LLP
Perry Truster, Truster Zweig LLP
Jordan Atin, Atin Professional Corporation
Robyn H. Latchman, Latchman Insurance Brokers Limited                
 
"Home Away from Home:  Tax and Estate Planning for your Vacation Property"
December 2, 2009
Sponsored by:  Cummings Cooper Schusheim Berliner LLP
Speakers:
Gena Katz, Ernst & Young LLP
Evelyn Schusheim, Cummings Cooper Schusheim Berliner LLP
Beth Webel, PricewaterhouseCoopers LLP
Howard Black, Minden Gross LLP                                    
                  
"Financial, Tax & Estate Planning In Difficult Economic Times"
June 3, 2009
Sponsored by: Sterling Park Group Inc.
Speakers:
Benjamin Tal, CIBC World Markets
Robert A. (Bob) Klotz, Klotz Associates, Barristers & Solicitors
Stacie Glazman, Stacie R. Glazman Professional Corporation
Adam Shapiro C.A., Tactical Paradigm Financial Advisory
      
"Divorce Matters...Legal, Estate, Valuation and Income Issues"
December 3, 2008
Sponsored by: Ashley Crozier, Actuary
Speakers:
Lorne Wolfson, Torkin Manes Cohen Arbus LLP
Steve Ranot, Marmer Penner Inc.
Ashley Crozier, Actuary
Neil Maiser, Soberman LLP
Elena Hoffstein, Fasken Martineau DuMoulin LLP
   
"Planning for People with Special Needs"
May 22, 2008
Sponsored by: Fogler Rubinoff, LLP
Speakers:
Carolynn Morrison, Boston Consulting Group
Dr. Michael Gordon, Baycrest Geriatric Health Care System, University of Toronto
David Wm. Brown, Al G. Brown & Associates LLP
Peter Weissman, Cadesky and Associates LLP
Arthur Fish, Borden Ladner Gervais LLP
Marianne Ozimec, Ontario Ministry of Community and Social Services  
  
For more information, please contact Janice Benatar at 416.631.5847 or jbenatar@ujafed.org