Private Client Services

Joan Jung speaks at the STEP National Webcast

Joan Jung speaks on “Impact of the Summer 2024 Tax Changes  on Trusts & Private Clients” at the STEP National Webcast on Wednesday, October 16, 2024, from 12:00pm – 1:45pm. This presentation will feature discussions on Capital Gains, Trust Reporting, […]

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Robin Ellis speaks at the OBA Powers of Attorney and Guardianship Essentials

Robin Ellis speaks on “Important Considerations When Drafting Powers of Attorney” at the OBA Powers of Attorney and Guardianship Essentials seminar on November 4, 2024.

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Nicole Woodward presents at the LSO Practice Gems: Administration of Estates 2024

Nicole Woodward presents on “Indigenous Estates” at the LSO Practice Gems: Administration of Estates 2024 on September 24, 2024.

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Miller Thomson’s Tax Lawyers speak at CBA Tax Law for Lawyers Conference

Lawyers from Miller Thomson’s Tax Group speak at multiple sessions at the CBA Tax Law for Lawyers Conference from May 26-31, 2024: Wendi Crowe speaks on the topic “Purchase and Sale of a Business/Asset Sales”. Elena Hoffstein and Joan Jung […]

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Amanda Stacey presents at LSO’s Wills and Estates Refresher 2024

Amanda Stacey presents on “Drafting Tips and New Developments” at the Law Society of Ontario’s Wills and Estates Refresher 2024 on March 27, 2024.

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Elena Hoffstein and Joan Jung co-chair and present at LSO’s The Annotated Alter Ego Trust and Discretionary Trust 2024

Elena Hoffstein and Joan Jung co-chair and present at LSO’s The Annotated Alter Ego Trust and Discretionary Trust 2024 on March 6, 2024.

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Amanda Stacey chairs The 2024 Osgoode Intensive Program

Amanda Stacey chairs The 2024 Osgoode Intensive Program in Wills and Estates on February 6-7, 2024.

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Honor Lay presents at OBA Trusts & Estates Law Program

Honor Lay presents on “Estate Planning in the Modern Era: Electronic Documents and Electronic Signatures” at the OBA Trusts & Estates Law Program on November 16, 2023. This panel discussion will explore the current state of the law as it […]

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Nicole Woodward and Gwenyth Stadig present at the Indigenous Wills, Estates & Trusts event

Nicole Woodward and Gwenyth Stadig present at the Indigenous Wills, Estates & Trusts event on September 28, 2023. They will provide you with in-depth legal insights to the importance of an Indigenous Trust by taking you step by step on […]

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Wendi Crowe and Elena Hoffstein speak at the Canadian Bar Association’s Tax Law for Lawyers conference

Wendi Crowe and Elena Hoffstein speak at the Canadian Bar Association’s Tax Law for Lawyers conference. Wendi Crowe presents on “Purchase and Sale of a Business/Asset Sales” and ” Case Study: Purchase and Sale of a Business/Tax Issues in Documentation” […]

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Nicole Woodward moderates the panel “Key Tax Implications for Cross-Border Estates” at the OBA Cross-Border Seminar

Nicole Woodward moderates the panel “Key Tax Implications for Cross-Border Estates” at the OBA Cross-Border Seminar on May 4, 2023. This panel will cover topics such as estate planning considerations, administration of estates with foreign assets, residency considerations for executors […]

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Amanda Stacey and Nicole Woodward speak on Estate Planning and Administration

Amanda Stacey and Nicole Woodward present at the “Osgoode Estate Planning and Administration program” on February 8-9, 2023.

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Darren Lund and Sheila Morris speak at Ontario Legal Conference’s Family, Trusts and Estates Law program

Darren Lund co-chairs the Ontario Legal Conference’s “Family, Trusts and Estates Law” program and Sheila Morris moderates the panel on “Estate and Family Law Considerations for Fertility Law”.

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Amanda Stacey presents at LSO wills and estates program

Amanda Stacey co-presents the Law Society of Ontario’s Wills and Estates Refresher 2023 course.

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Amanda Stacey speaks at ?Senior Estates & Trusts Practitioners forum

Amanda Stacey is a speaker at Cambridge Forums’ session for senior estate & trust practitioners. Through a seminar-style discussion, forum participants examine trends and developments as well as pressing issues that their clients face.

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Amanda Stacey speaks at ACTEC national meeting

Amanda Stacey speaks on trust and estate at the American College of Trust and Estate Counsel (ACTEC)’s 2022 Fall Meeting.

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Amanda Stacey presents CAGP webinar on estate planning

Amanda Stacey presents a webinar on estate planning for the Canadian Association of Gift Planners’ Greater Toronto Area chapter, addressing these top 5 questions: How do I know when I need a will? How do I get started with planning? […]

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Elena Hoffstein presents at the Law Society of Ontario’s 25th Estates and Trusts Summit

Elena Hoffstein presents at the Law Society of Ontario’s 25th Estates and Trusts Summit on October 20, 2022.

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Miller Thomson lawyers speak at National STEP Conference

Our Private Client Group lawyers speak at the 24th Annual National STEP Conference: Troy McEachren presents “Documenting Intentions” on June 16. Rahul Sharma presents “Tax Issues for Settlement of Contentious Estate Disputes” on June 16. Elena Hoffstein presents “Doing Well […]

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Brittany Sud chairs OBA Trusts & Estates Law Program on “A Conversation with Experienced Estate Planners”, with M. Elena Hoffstein as a speaker

Brittany Sud chairs the OBA Trusts & Estates Law Program on, “A Conversation with Experienced Estate Planners”. This program includes M. Elena Hoffstein as a speaker. The Canadian Bar Association describes this program as follows: Join your colleagues for this […]

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Sheila Morris chairs the OBA Trusts and Estates Law Program on “New and Recent Changes to Estates Rules and Forms”

Sheila Morris chairs the OBA Trusts and Estates Law Program on “New and Recent Changes to Estates Rules and Forms”. The Canadian Bar Association describes the program as follows: Effective January 1, 2022, changes are coming to Rule 74 of […]

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Elena Hoffstein co-chairs the Law Society of Ontario’s Annotated Alter Ego Trust and Discretionary Trust program

Elena Hoffstein co-chairs the Law Society of Ontario’s Annotated Alter Ego Trust and Discretionary Trust program on January 26, 2022.

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Miller Thomson lawyers present at The Canadian Tax Foundation’s 73rd Annual Tax Conference

Molly Luu, Troy McEachren and Catherine Brayley present at The Canadian Tax Foundation’s 73rd Annual Tax Conference on the topic of “Ethics (for Accountants and Lawyers)” on November 23 – 25, 2021.

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Sheila Morris presents at the Ontario Bar Association’s webinar on Critical Insights into Family and Estates Disputes in Blended Families

Sheila Morris co-chairs a joint program between the Ontario Bar Association’s Elder Law executive and the Family Law executive which examines the dynamics and challenges unique to blended families and subsequent marriages.

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Brittany Sud presents at the Ontario Bar Association’s Understanding the New Ontario Not-for-Profit Corporations Act webinar

Brittany Sud presents on the topic of “The Differences Between The ONCA and The Ontario Corporations Act” at the Ontario Bar Association’s Understanding the New Ontario Not-for-Profit Corporations Act webinar on November 25, 2021.

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Darren Lund and Nicole Woodward speak at LSO’s 24th Estates and Trusts Summit

Darren Lund and Nicole Woodward speak at the Law Society of Ontario’s 24th Estates and Trusts Summit. Darren Lund speaks on “LGBT Estate Planning” and Nicole Woodward speaks on “Pour Over Clauses”. Webcast details and registration

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Wendi Crowe and Julia Amelio speak on “For the Love of Land – A Refresher on All Things Related to Land” at STEP Edmonton’s 2021-2022 Branch Bundle

Wendi Crowe and Julia Amelio speak at STEP Edmonton’s 2021-2022 Branch Bundle seminar. “For the Love of Land – A Refresher on All Things Related to Land” will discuss each of the following, keeping in mind the unique estate planning […]

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Victoria Rodrigues and Nicole Woodward speak on “Selected Trust Issues” at the 2021 Ontario Tax Conference

Victoria Rodrigues and Nicole Woodward co-present at the Canadian Tax Foundation’s 2021 Ontario Tax Conference. “Selected Trust Issues” focusses on selected issues for discretionary inter vivos trusts, including: 1) a discussion on key advantages and disadvantages surrounding family trusts (including […]

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William Fowlis speaks on “Estate Planning from Design to Wind-Up: Key Tax Issues & Pitfalls” at the 2021 Western Canada Tax Conference

William Fowlis is a co-presenter at the Canadian Tax Foundation’s 2021 Western Canada Tax Conference. “Estate Planning from Design to Wind-Up: Key Tax Issues & Pitfalls” examines the major considerations when advising clients on their estate planning at each stage […]

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Sandra Enticknap and Dwight Dee present on estate planning

Sandra Enticknap, QC and Dwight Dee co-present a webinar with myCareBase covering common risks and mistakes in estate planning, and how to prevent those risks from de-railing the estate plan.

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William Fowlis presents at STEP Canada’s Tax Update on Trust Audits

William Fowlis presents at STEP Canada’s Tax Update on Trust Audits, where he will review the new 2021 trust reporting rules, highlighting specific changes from the current rules: exceptions from the new trust reporting rules for certain trusts the client […]

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Nicole Woodward speaks at the Estate Planning Council of Toronto webinar

Nicole Woodward speaks at the Estate Planning Council of Toronto (EPCT) webinar on the topic of “Capacity – Ulysses Contracts and Capacity Assessments” on February 2, 2021.

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Elena Hoffstein speaks at the OBA Trusts & Estates Law Program

Elena Hoffstein speaks at the OBA’s Trusts & Estates Law webinar entitled “A Conversation with Experienced Estate Planners” on January 14, 2021.

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Chambers High Net Worth Webinar with Miller Thomson: ‘Dealing with Canada in Wealth, Tax and Succession Planning – Key Considerations’

Wendi P. Crowe, Rahul Sharma and William J. Fowlis are pleased to invite you to Chambers and Partners’ webinar ‘Dealing with Canada in Wealth, Tax and Succession Planning – Key Considerations’ with Miller Thomson LLP. This is the first in […]

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Nicole Woodward speaks at The Estate Planning Council of Toronto webinar series

Nicole Woodward speaks on the topic of “New Governance – Articles of Association, EPCT” at The Estate Planning Council of Toronto webinar series on December 1, 2020.

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Elena Hoffstein speaks at The Estate Planning Council of Toronto webinar series

Elena Hoffstein speaks on the topic of “Incentive Trusts and Purposeful Trusts” at The Estate Planning Council of Toronto webinar series on September 22, 2020.

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Susan Manwaring panels at the STEP 2020 Speakers’ Series

Susan Manwaring is a panelist at STEP Canada’s 2020 Speakers’ Series on the topic of “The New ABCs of Philanthropy: Alternative Charitable Gifts, B-Corps, and Charities’ Investment Policies” on November 24, 2020.

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Elena Hoffstein speaks at the STEP 2020 Speakers’ Series

Elena Hoffstein launches STEP Canada’s 2020 Speakers’ Series with a discussion on “The Future of Trusts Worldwide, and How That Affects Your Practice” on September 15, 2020.

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Troy McEachren speaks at the STEP 2020 Speakers’ Series

Troy McEachren is a panelist at the online broadcasts Speakers’ Series by the Society of Trust and Estate Practitioners (STEP) Canada. Title Trust Me for Now But Not Forever: Trust Variation, Amendment, and Potential Tax Consequences Topic Although trust variations […]

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Elena Hoffstein panels at the PMAC Fall Regulatory & Compliance Webcast

Elena Hoffstein is a panelist at the Portfolio Management Association of Canada (PMAC) Fall Regulatory & Compliance Webcast on the topic of “What to do when a client is incapacitated or has passed away” on September 24, 2020.

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( Available in French only )

Troy McEachren est modérateur à STEP Canada sur l’incapacité au pays et à l’étranger

Troy McEachren est modérateur lors d’un webinaire organisé par Society of Trust and Estate Practitioners (STEP) Canada. Titre Incapacité au pays et à l’étranger: défis liés aux compétence juridictionnelle Sujet Un nombre croissant de clients sont en déplacement, au pays […]

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A Discussion on COVID-19’s Unique Impact on Women in the Legal Profession

Miller Thomson lawyers speak at the Waterloo Region Law Association’s FEMPOWR (Female Engagement and Mentorship for Practitioners in Waterloo Region) on Tuesday, October 6, 2020 from 2:00 pm to 3:00 pm EST. Moderator: Gwenyth Stadig, Miller Thomson LLP, Associate, Panelists: […]

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Brittany Sud presents at The Six-Minute Debtor-Creditor and Insolvency Lawyer 2020

Brittany Sud is presenting at the Law Society of Ontario’s The Six-Minute Debtor-Creditor and Insolvency Lawyer 2020 webinar on October 28, 2020.

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Nicole Woodward co-chairs the OBA Trusts & Estates Law Program

Nicole Woodward co-chairs the OBA Trusts & Estates Law Program on the topic of “New Decade: New Taxes? Update on U.S. Tax Law for Canadian Trusts and Estates Lawyers” on March 24, 2020.

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