The Advisor as Executor: Risks and Rewards, 01/01/2018
Pet Trusts: A Paws-itively Needed Addition to the Estate Planning Landscape, 01/09/2016
Guide, Auteur
When is “Old Enough”? Canadian Donor’s Guide, 34th Edition
Auteur
The Advisor as Executor: Risks and Rewards CALU infoExchange 2018 #3
Co-Auteur
Pet Trusts: A Paws-itively Needed Addition to the Estate Planning Landscape The Canadian Institute’s Personal Tax and Estate Planning Journal (Volume 1, Issue 1)
Boomer to Zoomer Legacy: Legacy Excellence for All of Life’s Stages, 09/12/2021
Estates Update 2021: Important Changes to Ontario’s Succession Law Reform Act, 02/12/2021
Presenter
Estate Planning and Administration Osgoode Professional Development Course Speaker
Presenter
Boomer to Zoomer Legacy: Legacy Excellence for All of Life’s Stages Legacy: The Evolution of Estate Planning Virtual Summit Series
Presenter
Estates Update 2021: Important Changes to Ontario’s Succession Law Reform Act Jewish Foundation of Greater Toronto Professional Advisory Committee