CPD Programs

CPD, or Continuing Professional Development, is defined by the Law Society of Upper Canada (LSUC) as the maintenance and enhancement of a lawyer’s professional knowledge, skills, attitudes and ethics throughout the individual’s career. As of January 1, 2011, every lawyer licensed to practise in Ontario must complete 12 hours of CPD each year, including a minimum of three Professionalism Hours devoted to topics of ethics, professionalism and/or practice management and up to nine Substantive Hours.

 

 

 

 

2017 FALL CPD PROGRAMS

 

The Six-Minute Business Lawyer 2017

$145.00 – Lunch included

Thursday, September 7 – 9:30 a.m.              3 Substantive Hours

The business world moves fast. So, too, do business lawyers who want to keep up. Our Six-Minute series keeps pace with this jam-packed resource focused on the latest information every business lawyer needs to know. You receive a comprehensive overview of the latest business law developments, including information about modernizing Ontario’s business law and approaches to business succession planning. *PDF course materials and binder included

 

Tax Primer for Litigators   

$145.00 – Lunch included

Tuesday, September 12 – 9:30 a.m.           .5 Professionalism Hour + 2.50 Substantive Hours

As a litigator, you’re often called on to comb through complex details in your client’s file, sometimes outside your assumed sphere of knowledge. Take tax, for example. Perhaps tax documents form part of the evidence or trial materials, or maybe you need to advise your client on settlement options with a preferable tax treatment. A basic level of tax knowledge can even help you run your own practice more effectively. Learn how to navigate through tax documents, how to spot potential taxation issues, and when to call a tax specialist or accountant.  *PDF course materials only; no binder

 

Solo and Small Firm Conference 2017 

$220.00 – Lunch included

Thursday, September 21 – 9:30 a.m.            1 Professionalism Hour + 5 Substantive Hours

When you practise smarter, you’re more competitive. You’re more efficient and less stressed. Sound good? Then check out what our presenters have to say in this year’s Solo and Small Firm Conference and build your practice into a smarter, leaner version of itself. In this resource, you learn about new technological developments and creative practice management solutions that you can implement right away to improve client service, administrative tasks, marketing efforts, and more. Gather the timely information necessary to position your practice for the future while meeting the ongoing, day‐to‐day demands of a busy solo or small firm.

The Annotated Financial Statement for Family Law Lawyers   

$145.00 – Lunch Included                                         

Wednesday, September 27 – 9:30 a.m.         .5 Professionalism Hour + 3 Substantive Hours

So much depends on the financial statement. In many cases, it’s the foundation for determining the final outcome for the parties in matrimonial files. Yet finalizing this document can be challenging, for both the lawyer and the client. Are you on top of it? Our presenters identify the most common questions that arise when calculating income and property and provide valuable insights on how to address them, explaining such issues as income establishment, valuation, appropriate deductions and exclusions, and more.  *PDF course materials only; no binder

 

Managing High Risk Cases In Family Law and Criminal Law   

$43.00

Wednesday, October 11 – 9:30 a.m.                 2 Professionalism Hours

Some individuals involved in family and criminal law matters pose an imminent risk of harm to others or to themselves. And some of these cases have led to tragic consequences, as we know. Can you recognize the warning signs? Do you know how to respond to manage the situation? Often practitioners do not appreciate the high risk, may unintentionally contribute to it, or fail to understand how a person’s violent behaviour is triggered. Our multidisciplinary panel of experts discusses practical approaches and strategies you can use to reduce the danger and safeguard parties in high-risk cases. Recognize the warnings that a client or witness may pose an imminent risk of harm. Learn to manage the high risk case in the family, child protection and criminal contexts and what to do when these areas intersect. Understand your ethical and professional responsibilities, both while negotiating and during litigation. Consider how to enhance safety for clients, family members and other parties. Hear about the availability of options within the justice system to minimize the risk of harm. *PDF course materials only; no binder

 

Succession Planning for Litigators 2017

$43.00                                          

Thursday, October 12 – 9:30 a.m.                    1.5 Professionalism Hours

Everyone should have a long-term plan for their practice. What is yours? Would you be content to work as long as possible, or do you dream of early retirement? Wherever you fall on the spectrum, you need to have a plan that will protect you, your partners, your clients, and staff. Do you have an exit strategy clause in your partnership agreement? Are you a sole practitioner in a small town and if so, what will your clients do if you are unable to practise? Do you have a Power of Attorney? As a litigator, you must have a well-defined vision and strategy for the future to ensure you stay on top of your professional obligations. PDF course materials only; no binder

 

Practice Gems: Probate Essentials 2017

 $145.00 – Lunch included

Thursday, November 2 – 9:30 a.m.                  .5 Professionalism Hour + 2.5 Substantive Hours

No one wants to explain to a client why they didn’t get the probate application right the first time. Being prepared is the best way to avoid finding yourself in such a position, and our presenters can help. They explore the challenging issues which can arise in many practices and cause unexpected complications or delays in obtaining probate and administering estates. They then provide practical advice and comprehensive precedents to help you navigate the probate and administration processes as efficiently as possible. *PDF course materials only; no binder

 

Practice Gems: Administration of Estates 2017  

$145.00 – Lunch included                                                                 

Thursday, November 2 – 1:00 p.m.                .5 Professionalism Hour +2.5 Substantive Hours

There’s no one-size-fits-all when you’re administering an estate; it can be fairly straightforward or highly complex. Regardless, the estate’s trustee is a fiduciary and wholly accountable for proper administration. You need to know when to seek legal advice and the advice of other professionals to best serve your client and avoid liability. Our presenters review the principles of administration and their application in more advanced situations. They also examine litigation tips and traps, limitation periods, and accounting obligations that every estate trustee needs to know, as well as provide an update to the annotated administration checklist, which can help you develop your own practice tools. ​ *PDF course materials only; no binder


Advanced Issues In Domestic Contracts in Family Law
 

$145.00 – Lunch included

Wednesday, November 22 – 9:30                  1 Professionalism Hours + 2.5 Substantive Hours

It doesn’t take much for a marriage contract, a separation agreement, or a cohabitation agreement to get complicated. How do you determine what clauses should be included or excluded? Our interdisciplinary panel of presenters provides an in-depth analysis of how to draft clear, enforceable, and consistent provisions in complex agreements. The panel covers such issues as tax, estate planning, insurance trusts, and financial disclosure. Learn the appropriate way to use software-based precedents, how to avoid future liability issues, and what judges look for when setting aside agreements. Designed for family law lawyers who have experience preparing complicated agreements, this program ensures your skills meet a high threshold in this critical area. PDF course materials only; binder included

 

Commercial Priorities for Real Estate and Business Lawyers 2017

$145.00 – Lunch included                                      

Friday, November 24 – 9:30 a.m.                 .5 Professionalism Hour + 3.5 Substantive Hours

Your clients rely on you for actionable advice. It’s incumbent on you to make sure the advice is valuable to them. We’ve gathered experienced business law practitioners to explain how to deal with complicated priorities issues, how to resolve circular priorities in mortgage priority fights, and how to advise your clients about dealing with insolvent customers. You can rely on our presenters to keep you well informed. PDF course materials only; no binder

 

20th Annual Estates and Trusts Summit

$330.00 – Lunch included

Wednesday & Thursday, November 29 & 30 – 9:30 a.m.

2 Professionalism Hours + 11 Substantive Hours

​​Year after year, the number of estate solicitors and litigators who convene at this two-day summit—the flagship of our estate, trust, and capacity law programs—continues to grow. Help us celebrate year twenty at a new location, the spacious Sheraton Centre Toronto Hotel. Learn the latest trends, innovations, and best practices in this continually evolving area of the law. Our presenters are drawn from a pool of expert practitioners and academics, and they point out invaluable timesavers that you can’t afford to miss. Day One addresses the current must-have knowledge and resources for estate, trust, and capacity/elder law litigators, while Day Two is focused on the many elements of the estate solicitor’s practice, including planning, administration, and tax.  PDF course materials only; no binder

 

Conducting a Paperless Hearing in Family Law                                                                   $43.00                                                                       

Wednesday, December 6 – 9:30 a.m.              2 Professionalism Hours

More and more, technology is being integrated into the justice system. It is essential that family law practitioners become familiar with the variety of innovative tools and processes that are available to run a paperless hearing. Our presenters advise you on what technology you need, what protocols should be adopted by the parties before the hearing, and how to manage the hearing process effectively so that you can take advantage of the paperless efficiencies. *PDF course materials only; no binder

 

Safeguarding Real Estate Transactions 2017

$145.00 – Lunch included 

Friday, December 8 – 9:30 a.m.                     3.5 Substantive Hours + .5 Professionalism Hour

Sometimes, a real estate transaction goes sideways; it’s the nature of the business. When it does, your client looks to you to make things right. Can you do it? Have you prepared yourself to confidently address the ramifications of a failed deal? Do you understand the latest approaches to the duty to disclose? We’ve drawn our presenters from the litigation and real estate bars to go over the most effective available approaches and remedies and help you avoid prejudicing your client’s case while still protecting yourself. Learn how to best ensure your client’s satisfaction in difficult circumstances.

 

The Six-Minute Real Estate Lawyer 2017  

$145.00 – Lunch included

Friday, December 15 – 9:30 a.m.                 3.5 Substantive Hours + .5 Professionalism Hour

Year after year, this program delivers. We gather together the most compelling presenters to analyze the most current topics, giving you a comprehensive overview of those changes that will impact your practice. Get the scoop about the new rules requiring corporations to record their interests in land, and learn about the latest incarnation of caveat emptor that is “scarier” than ever. Take this opportunity to bring yourself to the forefront of real estate practice.

 

PLEASE NOTE:

 

  • There must be a minimum enrollment of two people in each course or the program cannot be presented.

 

  • Lawyers are responsible for recording and reporting course hours to the Law Society of Upper Canada CPD Portal.

 

  • Payment, E-mail address and LSUC lawyer number are required at the time of registration. Payment would be appreciated at least two weeks in advance of the course date if at all possible.

 

  • Schedule and prices are subject to change.

 

  • Binders may become available closer to the date of presentation. Course price will be adjusted accordingly.

 

 

 

 

2017 WINTER/SPRING CPD PROGRAMS

 

Intensive Child Protection Training Primer (Two Days)    $235.00* – Lunch included    

Wednesday & Thursday, January 25 & 26 – 9:30 a.m.     

1.25 Professionalism Hours + 11.50 Substantive Hours

A child protection case needs to be handled both delicately and with confidence. This resource gives you the ability to do so by providing you with the strategic and advocacy skills necessary for each stage of the case. The video also reinforces your understanding with numerous practical demonstrations, including the conduct of temporary care and custody hearings, summary judgment motions, conferences, opening and closing statements, voir dires, and examinations of witnesses. Finally, you receive a full array of relevant materials, including topical case law, precedents, and social science literature. *PDF course materials and binder included

 

Impaired and Over 80 2017             $145.00 – Lunch included                                          

Friday, January 27 – 9:30 a.m.         5 Professionalism Hour + 2.5 Substantive Hours

It is the ideal time for your annual refresher on the law of impaired driving. We’ve put together panels of experts that include judges, Crowns, defence counsel, and forensic scientists. They analyze the latest cases so that you leave completely up to date and with a store of innovative ideas on how to apply legal principles from other criminal law cases to this specific area.​ ​What has happened in the law of care and control since the Boudreau case. What do you need to consider when advising your client not to testify? What are sentencing options under the Code and consequences of a sentence under other legislation? Should maintenance and calibration records of the breathalyzer be introduced as evidence? What do you need to consider when preparing Charter arguments? ​  *PDF course materials only; no binder

 

The Annotated Will 2017                       $145.00 – Lunch included                                          

Thursday, February 16 – 9:30 a.m.     .5 Professionalism Hour + 2.50 Substantive Hours

When did you last critically review your will precedents? Have you kept up with current requirements and best practices? Our presenters focus on the fundamentals to provide you with expert guidance on drafting a will, along with invaluable up-to-date precedents for the future. After this program, you’ll be in a better position to avoid errors-and-omissions claims in your practice. ​What are the essential administrative clauses of a will and should you amend them? How can you use software to help you build a precedent library? How can you avoid a vacancy through successor appointment clauses? How do the new Graduated Rate Estate rules affect estate planning? How can you draft a will that is both transparent and comprehensive? What are your ongoing obligations to clients after the will is executed? How is a will executed when the will-maker is physically or otherwise unable to sign?  *PDF course materials only; no binder

 

A Litigators Guide to Damages          $145.00 – Lunch included                                          

Friday, February 17 – 9:30 a.m.        .5 Professionalism Hour + 2.5 Substantive Hours

Many elements must come together in a good litigation strategy: a solid, analytical assessment of damage awards is one of the most crucial. Without it, you’re hampering your ability to effectively evaluate both your client’s claim and the other side’s position. Our presenters show you how to analyze your cases carefully at the outset to increase your chances of success and potentially gain more leverage at the negotiating table. Assess damages in contract, tort, and class actions. Learn how to arrive at the right amount in construction cases. Evaluate restitution damages. Consider key issues that factor into the appeal of damages awards.*PDF course materials only; no binder

 

Practice Gems: Title & Off Title Searching $145.00 – Lunch Included                                 

Wednesday, February 22 – 9:30 a.m.  .5 Professionalism Hour + 2.5 Substantive Hours

Are you behind in the newest concepts in title searching? Could you use a title-searching refresher? (Sometimes you don’t know you need one until you get it!) Either way, this program covers all the bases. Our presenters update your construction lien knowledge so you can avoid the latest pitfalls. They also offer insights into the new concept of wind farm leases and what you need to do when acting for the landowner. Understand when you need to do an abutting lands search (and when you don’t). Get details about Teraview’s adjacent land functionality. Benefit from an analysis of off-title issues. Obtain guidance about competency, quality of service, and claims against real estate lawyers. *PDF course materials only; no binder

 

Preparing for a Spot Audit              $95.00              

Friday, February 24 – 9:30 a.m.        1.5 Professionalism Hours

So, you’ve been scheduled for a spot audit and you need to get yourself ready. What’s the first thing you do? Not sure? We can help with that. In this interactive webcast, our presenter goes over the information you need to properly prepare for a Law Society spot audit by clearly and carefully taking you through each step in the process. You learn about common accounting and bookkeeping deficiencies that licensees encounter and obtain valuable tips on how to remedy them. When audit day comes, your preparation will help make things go more smoothly.  ​Learn what information you should have ready for the spot auditor.   Be aware of what to expect from the spot auditor and the audit process. Understand how to remedy trust accounting deficiencies. *PDF course materials only; no binder

 

The Annotated Alter Ego Trust and Discretionary Trust $145.00 – Lunch included

Thursday, March 23 – 9:30 a.m.       .75 Professionalism Hour + 2.25 Substantive Hours

This program only comes around once every two years. So if you need to advise clients about an impending transfer of wealth, don’t miss out. Our presenters are experienced counsel who guide you through practical tips for drafting an Alter Ego Trust and a Discretionary Trust, as well as through the recent legislative and case law developments. In addition, you’ll leave the program with up-to-date Annotated Alter Ego Trust and Discretionary Trust precedents. Learn about the tax and non-tax reasons for using trusts. Understand the different tax rules applicable to resident and non-resident trusts and beneficiaries. Consider tax effectiveness when transferring property into a trust. Hear about the requirements for allocating income and anomalies related to phantom income in the trust.  Manage your obligations under the 21-year rule relating to the trust.  *PDF course materials only; no binder

 

Annotated Powers of Attorney for Property and Personal Care  $145.00 – Lunch included                                      

Thursday, March 23 – 1:00 p.m.       .75 Professionalism Hour +2.25 Substantive Hours

Canadians are living longer. With this aging population comes a greater demand for legal tools, such as the Powers of Attorney for Property and for Personal Care, to help families and others make decisions for loved ones unable to do so for themselves. Our presenters are expert counsel who offer you keen analysis on these latest tools, as well as on recent legislative and case law developments. You also receive up-to-date precedents and the invaluable new Annotated Powers of Attorney for Property and for Personal Care document, which makes this interactive and practical program one you shouldn’t miss. Tackle difficult decision-making relating to end of life. Consider how incapacity is triggered. Develop means to ensure powers of attorney are not used prematurely. Explore strategies for minimizing litigation risks when substitute decision makers cannot agree. ​Receive tips for drafting the powers of attorney. *PDF course materials only; no binder

 

Getting the Most out of the Rules of Civil Procedure $145.00 – Lunch included                                                   

Thursday, March 30 – 9:30 a.m.       .5 Professionalism Hour + 2.5 Substantive Hours

You read The Rules of Civil Procedure in law school, and you’ve used them on an as-needed basis since being called to the bar—but do you really know the Rules? This program is an invaluable opportunity to step back and consider the Rules again, this time with the perspective of actual advocacy experience, and from a strategic perspective. Our panel of litigators and judges show you the best way to navigate these crucial pages. Whether you’re drafting pleadings; applying for a time extension; or preparing for examination for discovery, summary judgment motions, or trials, a detailed knowledge of the lesser-known rules can make a marked difference in your efficacy and potentially in your client’s result. ​Evaluate the best strategy for the type of proceedings. Consider critical evidentiary issues. Understand the Rules related to hybrid trials. Gain insight into best practices for dealing with vexatious litigants. *PDF course materials only; no binder

 

Family Law Practice Basics 2017            $145.00 – Lunch included                                          

Friday, March 31 – 9:30 a.m.           1 Professionalism Hour + 3 Substantive Hours

A family law file can be overwhelming unless you proceed step by step. Discover how to effectively manage the fundamentals in this introductory course. Our presenters provide you with insights and tips on the initial client meeting, preparing the financial statement, using alternative dispute resolution techniques, appearing at conferences, motions and trial, and much more. Don’t miss our demonstration of a case conference, as well as an update on the cases you need to know to stay current in this area. ​Hear about the latest developments in family law. Learn about the most effective techniques for taking instructions and advising your client. Understand how to properly prepare for a case conference. Obtain valuable trial strategies and tips.*PDF course materials only; no binder

 

11th Annual Family Law Summit 2017    $330.00 – Lunch included                                           

Wednesday & Thursday April 12 & 13- 9:30

3 Professionalism Hours + 9 Substantive Hours

Family law is an ever-changing area of the law. The issues are varied and complex. You need a comprehensive and timely examination of what is happening right now to know how they might affect your practice. That’s where this summit comes in. Our experienced presenters offer you an in-depth analysis on matters that family law lawyers deal with on a regular basis. They cover division of property, child and spousal support, custody and access issues, as well as procedural and practice management issues. PDF course materials only; binder included

 

Practice Gems: Construction Lien Essentials 2017 $145.00 – Lunch included                                                        

Wednesday, April 19 – 9:30 a.m.      1 Professionalism Hour + 2.5 Substantive Hours

At one time or another, you’ve faced this quandary: what to do in a construction lien matter when you are unable to find the right solution easily. Our presenters are experienced practitioners who have the thoughtful, clear answers you want—not just about complicated lien matters, but also more straightforward answers you might have missed along the way. Our presenters make sure you’re armed with solutions to your construction lien questions so you won’t be at a loss in the future. Learn about Construction Lien Act reform and the proposed payment regime. Get a better understanding of how to vacate a claim for lien from title. Obtain tips about how to lay out the deadlines under the CLA and how to make sure you meet them. Gain insight into the proposed system for the mandatory adjudication of disputes. Find out about trust rights under the CLA.PDF course materials only; no binder

 

Wills and Estates Practice Basics 2017 $145.00 – Lunch Included 

Monday, April 24 – 9:30 a.m.            .5 Professionalism Hour + 2.5 Substantive Hours

​​It’s one of the most common tasks that a lawyer can be asked to do: will planning and preparation. But it is definitely not the most simple or straightforward task—even if your client thinks it might be. Learn the essentials, along with helpful hints on managing your practice, in this engaging and informative program. Our presenters take you through all the stages: from meeting with the client and taking instructions, to drafting and executing documents, to reporting back. As well, you hear about the latest developments in this area and receive valuable tips on risk management. PDF course materials only; no binder

 

The Six-Minute Criminal Lawyer 2017   $145.00 – Lunch included                                          

Friday, May 5 – 9:30 a.m.              .5 Professionalism Hour + 3.5 Substantive Hours

Criminal law is constantly evolving. To represent your clients effectively, you can’t remain in a holding pattern. You need to keep abreast of the important court cases and legislative developments. Our presenters, drawn from the bench and defence and crown counsel bars, provide quick, incisive analysis on the leading cases from the Court of Appeal and Supreme Court, as well as highlight the most significant changes to criminal legislation.  PDF course materials only; no binder

 

14th Annual Real Estate Summit  (Two Days) $330.00 – Lunch included

Wednesday & Thursday May 17 & 18 – 9:30 a.m.   2 Professionalism Hour + 10 Substantive Hours

Is this summit the most comprehensive real estate CPD program out there? Many of your peers say “absolutely.” Why not join them and our accomplished presenters to learn about Planning Act dos and don’ts, cans and cannots, as well as get much-needed clarity on joint retainers, independent legal advice and independent legal representation. This is the date to mark in your yearly CPD calendar if you practice real estate in Ontario. PDF course materials only;  binder included

 

Business Law Practice Basics 2017         $145.00 – Lunch included                                          

Monday, May 29 – 9:30 a.m.            1 Professionalism Hour + 2.5 Substantive Hours

Do you have the skillset to handle a business law file effectively and efficiently? Our presenters cover the nuts and bolts of a purchase and sale of a business, from the initial client interview to the closing of the transaction. Along the way, you receive practical tips and insights to guide you through the process: conducting due diligence, recognizing tax considerations, understanding representations and warranties, and more. Just starting out? Changing your area of practice? Practice Basics programs can help. By integrating basic legal concepts with practice management tips from mentors, Practice Basics programs offer you the entry-level information and fundamental tools you need in a variety of practice areas. PDF course materials only; no binder

 

The Six-Minute Estates Lawyer 2017   $145.00 – Lunch included                                          

Thursday, June 15 – 9:30 a.m.                       .5 Professionalism Hour + 2.5 Substantive Hours

Falling behind in trust and estates law is not an option. The rapid developments in this area force you to keep up, whether you are a solicitor or a barrister. Our Six-Minute presenters are expert counsel from large and small firms across Ontario, and they give you a comprehensive summary and analysis of legislative developments, recent case law, and best practices—an ideal way to keep pace.

 

Recreational Property Transactions 2017

Monday, June 26 – 9:30 a.m.           $95.00       1.5 Substantive Hours

A recreational property is special to your client. And these types of properties can also pose special real estate challenges for you when you’re asked to handle their purchase, sale, or rental. Do you know where these pressure points are and how best to deal with them? Our presenters can help. Get the latest tips on resolving road and water access, succession planning considerations, and much more. PDF course materials only; no binder

 

Succession Planning for Litigators 2017                      

Thursday, June 29 – 9:30 a.m.         $95.00       1.5 Professional Hours                      

Everyone should have a long-term plan for their practice. What is yours? Would you be content to work as long as possible, or do you dream of early retirement? Wherever you fall on the spectrum, you need to have a plan that will protect you, your partners, your clients, and staff. Do you have an exit strategy clause in your partnership agreement? Are you a sole practitioner in a small town and if so, what will your clients do if you are unable to practise? Do you have a Power of Attorney? As a litigator, you must have a well-defined vision and strategy for the future to ensure you stay on top of your professional obligations. PDF course materials only; no binder

PLEASE NOTE:

  •  There must be a minimum enrollment of two people in each course or the program cannot be presented.

 

  • Lawyers are responsible for recording and reporting course hours to the Law Society of Upper Canada CPD Portal.

 

  • Payment, E-mail address and LSUC lawyer number are required at the time of registration. Payment would be appreciated at least two weeks in advance of the course date if at all possible.

 

  • Schedule and prices are subject to change.

 

  • Binders may become available closer to the date of presentation. Course price will be adjusted accordingly.
  • You may wish to register online by completing the Registration form on this website.  Click the CPD drop-down menu to find the form.