CPD Programs

CPD, or Continuing Professional Development, is defined by the Law Society of Ontario (LSO) 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.

2018 FALL/WINTER CPD PROGRAMS

 

The Do’s and Don’ts of Trust Accounting For Lawyers     $95.00

Thursday, September 20 – 9:30 a.m.   1.5 Professionalism Hours + 0 Substantive Hours

 Some lawyers prepare their own trust reconciliations; some have others to do it for them. But either way, it’s critical that you understand the mechanics since you are responsible for the results. Who better than a Spot Audit expert to help you learn the process? Our presenter is an experienced Law Society supervisor and auditor who gives you step-by-step instructions on what to do and tips on what not to do when reconciling your trust accounts. Designed for the busy lawyer, this program provides you with clear guidance on how to comply with the Rules of Professional Conduct and by-laws and how to avoid common mistakes that may cause headaches down the road.

  • Learn how to determine if your trust account is balanced
  • Recognize when and how to prepare a trust reconciliation
  • Understand how to deal with outstanding receipts, inactive accounts and overdrawn trust ledgers

PDF course materials only; no binder

 

How to Use Technology to Improve Your Family Law Practice    $95.00                                                                                                           

Thursday, October 18 – 9:30 a.m.   2 Professionalism Hours + 0 Substantive Hours

 It’s more common than ever: family lawyers are using technology to enhance efficiencies, to market legal services, and to operate the business side of their practices. Do you know what tools and apps are out there that can help you? Are you up to date on the latest possibilities? Learn how to appropriately integrate technology to transform your practice while ensuring you comply with the Rules of Professional Conduct.

PDF course materials only; no binder

 

Practice Gems: Mortgage Enforcement Essentials 2018  $145.00 Lunch Included                                                                                                 

Tuesday, November 13 – 9:30 a.m.   .5 Professionalism Hour + 2.5 Substantive Hours

A rise in interest rates typically signals an increase in mortgage enforcement work. Lawyers with real estate files must prepare for this. Whether you’re dealing with real estate transactions or real estate litigation, you need to understand how mortgage enforcement remedies can impact your practice. Our presenters go over the latest information on additional charges by mortgagees, privacy issues following RBC v. Trang, procedures for mortgagees to obtain possession when dealing with tenants/occupants, and more.

Learn about condominium liens, mortgages, and priority issues. Get advice from an enforcement lawyer about buying under a power of sale. Benefit from an analysis of how mortgagees gain possession from tenants. Hear about the additional charges that mortgagees can be entitled to. Gain insight into privacy issues and implied consent in mortgage matters.

PDF course materials only; no binder

 

Commercial Real Estate Transactions 2018      $145.00 – Lunch Included                                                                                                  

Tuesday, November 13 – 1:00 p.m.   .5 Professionalism Hour + 2.5 Substantive Hours

Real estate markets are fluctuating; interest rates are inching upwards. These factors can increase risks for all those who are financially involved in real estate. Commercial buyers and sellers, lenders and borrowers—clients like these need their lawyers to assess and reduce the risks inherent in the current climate. Our experienced practitioners can help you understand the difference between the latest due diligence concerns for purchasers and vendors, as well as how to deal with common limitations on liability. You also get tips about land transfer tax hot buttons and guidance dealing with non-resident purchasers or vendors. Get insight into vendor and purchaser due diligence. Understand land transfer tax considerations for commercial transactions. Find out the latest developments in cannabis uses for industrial property. Learn how to protect your clients when dealing with non-resident vendors or purchasers. Determine the right approach to commercial condominium property from a purchaser’s perspective.

PDF course materials only; no binder

 

Practice Gems: Administration of Estates 2018      $145.00 Lunch Included                                                                                                  

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

Sometimes, administering an estate is relatively straightforward. Other times, it can get complicated. Either way, this program has you covered. Our panel of expert estates and trusts lawyers goes over the basic elements of estate administration and explains how they apply to more advanced situations; along the way, you learn common pitfalls that could result in liability. You also receive an annotated administration checklist to help you develop your own customized tools and avoid missing any critical steps. ​Understand why probate is sometimes the best choice. Get an update on the latest case law. Consider the legal duties that arise when your client gets Medical Assistance In Dying. Learn about the administration of trusts within a Last Will and Testament. Hear about estate administrations under different regimes.

PDF course materials only; no binder

 

Practice Gems: Probate Essentials 2018    $145.00 Lunch Included                                                                                             

Thursday, November 15 – 1:00 p.m.   .5 Professionalism Hour + 2.5 Substantive Hours

Probate practice is often considered uncomplicated work. Not so. Challenging issues can arise for several reasons. For example, a faulty or dated estate plan or hastily drafted will could hinder or cause delays in obtaining Certificates of Appointment. Are you ready for all contingencies? Our presenters explore ways to anticipate and effectively mitigate complications. Additionally, you receive practical precedents to help you navigate your next probate file as efficiently as possible.​ How can you protect an estate from identity theft? Should you probate an insolvent estate? How do you deal with non-traditional testamentary documents? What is the latest on joint assets and the presumption of resulting trusts? How do you handle the probate application when the will is lost? How do you resolve competing applications for probate?

PDF course materials only; no binder

 

Accounting for Real Estate Lawyers 2018      $95.00                                                                                                                                   

Wednesday, November 21 – 9:30 a.m.   1.5 Professionalism Hours + 0 Substantive Hours

 As a real estate lawyer, you have to keep your own house in order. That includes accounting. In just 90 minutes, our presenters give you all the tools. Learn how to deal with the differences between a Teranet® trust account, a Teranet® general account, and a general account. Get caught up on the latest practice information about joint retainer consent forms and the Rules. You also get tips about the new Teranet® RSA Token and PSP Rules, plus much more. Understand the concept of the Teranet® RSA Token and PSP Rules. Get analysis about the details required in bookkeeping entries. Learn more about the two-lawyer Rule. Hear about joint retainer consent forms and rules. Obtain an overview about your Teranet® Trust Account, your Teranet® General Account, and your General Account.

PDF course materials only; no binder

 

Taxation Issues for General Practitioners 2018  $145.00 Lunch Included

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

 Taxation shouldn’t be an afterthought. You need to recognize when a tax issue could negatively or positively impact a deal. Our presenters can show you how. We’ve chosen the key topics and assembled the ideal group of tax lawyers to explain the issues in a clear, direct fashion. You learn about the new rules on “income splitting” and proposed rules for private corporations and passive income, as well as receive an overview of the most pertinent tax cases of the past year, plus much more. Learn about income splitting post-budget 2018. Get an update on the taxation of private corporations and passive income. Understand how to navigate the CRA’s new rules for voluntary disclosures. Benefit from an analysis of the most important tax cases of the last 12 months. Obtain guidance about working with different business vehicles (partnerships, sole proprietorships, corporations).

PDF course materials only; no binder

 

Advanced Strategies to Resolve Family Law Files (Part 1)  $145.00 Lunch Included

Friday, November 30 – 9:30 a.m.   .5 Professionalism Hour + 3.0 Substantive Hours

 Successfully resolving a family law matter is both an art and a science. In addition to the technical legal aspects, to conclude a higher percentage of your matters, you need to understand the various personalities, psychologies, dynamics, and relationships at play among the parties, their lawyers, and often various others. How does one effectively use those aspects in the negotiations and dispute resolution? Look to our new two-part program for the answers! Our seasoned family law lawyers, mediators, and judges share their advice, strategies, secrets, and hard-won wisdom, all in a fast-moving and engaging format. For dynamic, in-depth analysis and guidance, both parts are not to be missed.

Part 1: Settling the Family Law Matter within the Court Process

Even if your case makes it to court, chances are it won’t end in a multiday trial. The overwhelming majority of family law cases that start in the court process will settle before a judge renders a final decision. In fact, the family court system in Ontario is structured to encourage consensual resolution at each juncture; experienced counsel know this and make it work to their client’s advantage. How? By employing various strategies to create the conditions conducive to achieving a favourable and durable settlement. Our presenters teach you these critical, often subtle skills by exploring in detail the key aspects needed to move the matter towards a settlement.

PDF course materials only; no binder

 

21st Annual Estates & Trusts Summit   $330.00 Lunch included on both days              

Wednesday & Thursday, December 12 & 13 – 9:30 a.m.   3 Professionalism Hours + 10 Substantive Hours

In our flagship estates and trust law program, we make sure there’s something for everyone, from the sole practitioner with a varied practice to the practitioner in a firm specializing in estates and trusts law. Our presenters are experienced experts and academics, and they analyze the trends, innovations, and best practices in this continually evolving area of the law. Day One addresses the latest cases and developments for estate, trust, and capacity/elder law litigators, while Day Two focuses on the estate solicitor’s practice, including planning, administration, and tax.

Binder included

 

Taxation Issues for Real Estate Lawyers 2018   $145.00 Lunch Included  

Tuesday, December 18 – 9:30 a.m.    .5 Professionalism Hour + 2.5 Substantive Hours

 Taxes are inevitable. But they needn’t have an unforeseen impact on your client’s real estate deal, nor sour your client’s outlook. Our presenters are tax professionals and teach you how to protect your client’s real estate deals from unnecessary tax consequences. They explain the many taxation developments in easy-to-understand terms, including the application of the new income-splitting rules to real estate investments and businesses, plus the new passive investment proposals, and more. Learn about how the new income splitting rules apply to real estate investments and businesses. Understand the new passive investment proposals. Benefit from an analysis of the latest tax cases. Get an overview of HST and Land Transfer Tax issues for real estate.

PDF course materials only; no binder

 

The Six-Minute Real Estate Lawyer 2018     $145.00 Lunch Included

Tuesday, December 18 – 1:00 p.m.   .5 Professionalism Hour + 3.5 Substantive Hours

 Our Six-Minute series presenters always deliver. They go over the latest developments at a sophisticated level in the most time-effective way. You can count on many laser-sharp sessions over a wide range of topics, and as always leave with actionable tools to hone your real estate practice. Get a lot from the DOT (an update from the Director of Titles). Learn about remedies for failure to close (it’s not just the deposit). Hear about what happens to pre-construction condo sales when projects get cancelled. Understand how cannabis has gone from grow-op stigma to status quo. Get a primer and a reminder about Section 116.

 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 Ontario CPD Portal.
  •  Payment, E-mail address and LSO 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.

 

 

2018 WINTER/SPRING CPD PROGRAMS

The Six-Minute Family Law Lawyer 2017      $145.00 – Lunch included             

Wednesday, January 10 – 9:30 a.m.     .5 Professionalism Hour + 3 Substantive Hours

Family law is continually evolving. It is critical that you are aware of the latest developments in practice and procedure, legislative updates, case law, and more in order to appropriately serve your clients. Our experienced presenters provide you with cutting-edge, practical information in fast-paced sessions to help you meet the challenges in all facets of your practice. ​Hear about the current state of the law regarding experts. Learn six easy tips to improve your cross-examination. Obtain tips and be aware of traps when valuing a professional practice. Understand Hague issues and know what to do when a child goes missing. Get an update on the three most important cases of the year. *PDF course materials only; no binder

 

Impaired and Over 80 2017      $145.00 – Lunch included                                          

Friday, January 12 – 9:30 a.m.     .25 Professionalism Hour + 3.25 Substantive Hours

When it comes into force, Bill C-46 will dramatically overhaul the impaired driving provisions of the Criminal Code. Judges, Crowns, and defense counsel will undertake an exhaustive review of the sweeping changes, as well as the possible constitutional objections to the new legislation and the arguments the Crown could make to rebut those objections. What are the new provisions and how do they differ from the provisions they replace? What is the new screening regime for drugs and for alcohol? How will intoxilyzer results be treated? Does deeming intoxilyzer results “conclusive” proof reverse the onus of proof? Is this a violation of s.7 of the Charter? Will the elimination of the evidence to the contrary and bolus drinking defenses survive court scrutiny? What are the new fines and sanctions for a conviction? Does the new sentencing grid, tied to blood alcohol content, violate the Charter? ​  *PDF course materials only; no binder

 

Real Estate Practice Basics 2017      $145.00 – Lunch included                                          

Wednesday, January 17 – 9:30 a.m.     1 Professionalism Hour + 2.5 Substantive Hours

To close a real estate deal, you need to have basic tools in your toolkit. We make sure you do. From the agreement of purchase and sale to title searching, from guarding against fraud to mortgages and more, our presenters provide you with the fundamentals you require to successfully complete a real estate transaction, whether you’re acting for the purchaser or the vendor. Understand title insurance and how to read a policy. Obtain a primer on non-resident speculation tax. Learn how to handle deals in a challenging market. Understand how to prepare for closing the transaction–from opening the file to post-closing matters.

The Annotated Will 2018      $145.00 – Lunch included

Tuesday, February 6 – 9:30 a.m.     .75 Professionalism Hour + 2.25 Substantive Hours

Updating your will precedents on a regular basis is essential to providing sound advice to your clients. Have you kept up with current requirements and best practices? With a focus on the fundamentals, our expert practitioners offer guidance on drafting a will, as well as providing you with valuable up-to-date precedents. What questions should you ask your client before you draft the will? Are you prepared to deal with the new definitions in the CLRA and posthumous conception? How should the family cottage be dealt with in the will? Are your Henson clauses up-to-date? What are the components of an effective hotchpot clause? How should personal effects be dealt with in the will?​   *PDF course materials only; no binder

 

Estate Accounting 2018      $145.00 – Lunch included                                          

Tuesday, February 6 – 1:00 p.m.     1 Professionalism Hour + 2 Substantive Hours

Complex accounting issues and vexing legal questions often come up in reviews of draft estate accounts. In this comprehensive session, accounting experts and estates practitioners explain everything you need to know about estate accounts, from starting balances to the valuation to unique estate assets such as goodwill, choses in action and foreign assets. Also tackled are fiduciary claims, such as constructive trusts, and their impact on estate accounting, recent case law developments, and accounting remedies against a fiduciary. Obtain guidance on dealing with digital assets in passing of accounts applications. Consider how best to use experts in contested applications. Understand what bookkeepers need to prepare proper accounts. Learn what the bench wants to hear in contested passing of account applications. Hear about the common pitfalls in preparing accounts and how to avoid them. *PDF course materials only; no binder

 

Practice Gems: Title & Off Title Searching 2018      $145.00 – Lunch Included                        

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

The price of real estate is high, making the cost of repairing title and off-title mistakes expensive. We can help you avoid them. Our presenters offer you search advice drawn from best practices so that you can refine your approach. As well, they update you on amendments to the Construction Lien Act and the Condominium Act, including changes to the disclosure package on new-build purchases and changes to the form of the status certificate. You also learn how to deal with filings for off-title trust transfers and other off-title issues. ​  Find out how to deal with filings for off-title trust transfers (land transfer tax) and other off-title issues. Get timeless tips for safe searching on the new Teraview®. *PDF course materials only; no binder

 

The Six-Minute Criminal Court Judge 2018      $145.00 – Lunch Included                          

Friday, February 16 – 9:30 a.m.     .25 Professionalism Hours + 3.75 Substantive Hours

 At this popular, biennial conference, 27 distinguished judges who hear criminal cases at all levels of Ontario courts present a fast-paced series of six-minute sessions on best practices in criminal law. As a Crown attorney or defence counsel, don’t miss out on the judicial guidance offered for pressing evidentiary and advocacy issues that will help you make your case in court. Hear how to prepare helpful factums. Get an update on post-Jordan obligations on defense counsel. Consider what constitutes reasonable expectations of privacy in cell phone texts. Understand when use of the accused’s post-arrest silence is inappropriate. Learn how prior consistent statements can be used. Master the process for accessing YCJA records.  PDF course materials only; no binder


Family Law Refresher 2018      $145.00 – Lunch included                                                                  

Wednesday, March 28 – 9:30 a.m.     1 Professionalism Hour + 3 Substantive Hours

 A family law case can go from simple to complex quickly, and it’s never too early (or too late) for a refresher. In this newly designed program, our skilled presenters provide you with an overview of custody and access, child and spousal support, division of property as well as practical tips on drafting documents and preparing for conferences, motions, and trials. They also examine best practices in negotiating domestic contracts and alternative dispute resolution and offer effective strategies and practical tips on client and file management. Finally, they bring you up to date on the latest cases and trends in family law.

Real Estate Alert: What You Need to Know in 2018  $TBA

Thursday, March 29 – 9:30 a.m.                 0 Professionalism Hour + 1.5 Substantive Hours

 Shifts in the legislative real estate landscape are inevitable; you need to know how those shifts can affect your real estate practice. This program covers the key elements in just 90 minutes. We’ve assembled a knowledgeable group of presenters to analyze all the changes (and proposed changes) you need to know about this year. They cover everything from municipal proposals that include OMB reform and changes to the appeals process in Ontario, to proposed changes to the Construction Lien Act that would introduce a prompt payment regime, to amendments to condominium law and practice outlined in the Protecting Condominium Owners Act, 2015, and more.  *PDF course materials only; no binder

 

Wills and Estates Refresher 2018      $145.00 – Lunch included                                                        

Thursday, April 12 – 9:30 a.m.     1 Professionalism Hour +2.5 Substantive Hours

 Estate planning and drafting wills can get complicated, especially if you do them frequently. We have designed a refresher to help you manage the essentials. Our presenters give you an overview of the process, from the advice you might give your client on an estate plan to drafting tips and strategies, finishing with the appropriate follow-up after execution of the will and pointers on avoiding negligence claims. You also receive updates on the developments in this area so you have a complete picture of the current landscape. ​ *PDF course materials only; no binder

 

12th Annual Family Law Summit                 $330.00 – Lunch included                                                          

Wednesday & Thursday April 25 & 26 – 9:30 a.m.     3Professionalism Hours + 9 Substantive Hours

 It can seem like a family law lawyer’s work is never done. So many cases can present myriad issues that impact your clients. How can you stay on top of it all? Our presenters in this engaging, two-day program are lawyers, judges, and experts who offer insights on how to approach these issues competently and efficiently. As well as covering the year’s hot topics, they provide comprehensive analysis on child and spousal support, custody and access, division of property, evidence, procedural issues, practice management and more, plus practical tips garnered from years of experience. It’s not to be missed. Binder included

 

The Six-Minute Criminal Lawyer 2018     $145.00 – Lunch included                                  

Friday, May 4 – 9:30 a.m.     .5 Professionalism Hour + 3.5 Substantive Hours

 The sheer number of changes and new case law in criminal law can make it hard to keep up. But you can’t be an effective advocate for your client unless you do. We can help you stay abreast of the important court cases and legislative developments. Our presenters, drawn from the bench and defence and Crown counsel bars, deliver quick, incisive analysis on the leading cases from the Court of Appeal and Supreme Court, as well as highlight the most significant amendments to the Criminal Code. *PDF course materials only; no binder

 

15th Annual Real Estate Law Summit     $330.00 – Lunch included                                  

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

 It’s been a record-setting year in Ontario real estate. Now, the residential market is changing fast, while the commercial market keeps going strong. You know this. It’s harder to know what next year brings. That’s where our annual summit comes in—the one many real estate practitioners say you can’t afford to miss. It ensures you’re ready to act for all eventualities. When residential clients ask you to protect them when deals start going sideways, will you be prepared? Are you ready for your next spot audit? Our presenters prepare you with a refresher on remedies and also keep you current on the most pressing practice issues relating to Ontario Municipal Board legislative change and condominium law reform.   Binder included

 

The Six-Minute Estates Lawyer 2018     $145.00 – Lunch included                                  

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

It’s difficult to stay on top of the rapid developments in estates and trust law, both legislative and new case law; it’s daunting to look back at what you might have missed. But you have no choice. Whether you’re a solicitor or a barrister—whether you’re advising individual clients about succession planning for their small farm, for example, or representing a large trust company—you need to keep up. Our Six-Minute format is designed to alert you to major changes provincially and is an ideal way to keep pace. Turn to our expert counsel for a comprehensive summary and analysis of legislative developments, recent case law, and best practices.  PDF course materials only; no binder

 

The Annotated Residential Agreement of Purchase & Sale 2018     $145.00 – Lunch included               

Monday, June 4 – 9:30 a.m.               .5 Professionalism Hour + 2.5 Substantive Hours

 In this high-priced, high-volume, highly competitive real estate market, you need a go-to guide to get residential agreements right. We have one for you. Our presenters explain how to rise above boilerplate clauses when your client needs specialized drafting advice. They highlight key aspects to help you with representations, warranties, and conditions in Agreements of Purchase and Sale. You also learn about provisions dealing with protection against latent defects and flooding basements, plus much more. PDF course materials only; no binder

 

Criminal Law Refresher 2018     $145.00 – Lunch included                                                                 

Friday, June 8 – 9:30 a.m.     1 Professionalism Hour + 3 Substantive Hours

 Are you dealing with a criminal matter and need to get up to speed quickly? Look no further. This program can help you gain the knowledge and skills to effectively represent your client. You learn about taking proper instructions, obtaining disclosure, attending pre-trial and trial conferences, understanding sentencing, and navigating trials. Our knowledgeable presenters share practical tips on managing your practice and building your professional profile, as well as provide an overview of the latest cases and developments in criminal law. PDF course materials only; no binder

 

Enforcing Judgements      $145.00 – Lunch included                                                  

Friday, June 22 – 9:30 a.m.     .5 Professional Hour + 2.5 Substantive Hours                        

Your client is pleased! Perhaps you were successful at trial, or negotiated a favourable settlement—but now enforcement issues threaten to undermine the outcome. Do you have a strategy in place to deal with them? Are you well versed in your client’s rights? You may need to educate your client on options like sequestration, freezing assets, and civil contempt orders, as well as understand in detail issues of garnishment, writs of seizure, and sale and writs of possession, among others. Our presenters give you the confidence to handle any contingency of a difficult enforcement, as well as the wherewithal to come up with a solid Plan B when a judgment is not honoured in a timely fashion. PDF course materials only; no binder