Estate Planning for Blended Families

with Rachel Blumenfeld & Marni Pernica

Thursday, July 18, 2019

Learning Options:

Live webinar with chat*
includes 60 day replay

9:00 am – 10:30 am (Pacific)
10:00 am – 11:30 am (Mountain)
11:00 am – 12:30 pm (Central)
12:00 pm – 1:30 pm (Eastern)
1:00 pm – 2:30 pm (Atlantic)
1:30 pm – 3:00 pm (Newfoundland)

*This program features real-time audio of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A. SK attendees please verify whether you align with Central (MB) or Mountain (AB) time based on season and location.

Registration Fee:

Save $25
Register on or before June 20, 2019
$140.00 + HST

Register after June 20, 2019
$165.00 + HST

OR Get this webinar for $0 with an Individual Annual All Access Pass

Groups Save!

Register 3+ attendees and save up to 25%. See our group discounts here. Contact jennifer@seminarpartners.ca.

CPD Credit Hours:

CPID Credit Hours

ON: This program contains 1.5 Substantive hours.

BC: This program has been approved for 1.5 CPD hours.

SK: This program has been approved for 1.5 CPD hours.

NB: This program has been approved for 1.5 CPD hours.

Lawyers in all other mandatory CPD jurisdictions may count their actual attendance at the program towards their CPD requirement/plan.

Seminar Partners is an Accredited Provider of Professionalism Content by the Law Society of Ontario, and a pre-approved CPD Provider of the Law Society of British Columbia.

Technical Information:

Live webinars allow you to hear faculty and see their presentation slides, and ask questions by chat. There is no video feed of the presenter(s). You will need a current web browser (Chrome, Safari, Firefox, Internet Explorer), a wired (better than wireless) connection to the Internet of at least 2 Mbps, and Adobe Flash Player 12 or higher. You can test your internet speed/bandwidth here. You can find out whether you have Adobe Flash Player installed here. You can download the player directly here. If you miss the live program, you can access the archive, at your convenience, for 60 days.

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At Seminar Partners, we’re proud of the quality of our programs and presenters. An overwhelming 98% of our participants say they would recommend the program they have taken to their colleagues. If, after having attended a program in its entirety, you are not satisfied that the program has enhanced your understanding of the subject, and you notify us of this in writing the same day, we will give you a credit toward another program of comparable price.

Who Should Attend

This program is designed for lawyers practicing in the area of wills, estates, and trusts. It may also be of interest to tax law and family law lawyers, and general practitioners.

About the Program

Blended families have come a long way since the Brady Bunch of the 1970’s. Today’s second (or third or fourth) marriages raise complex legal, financial and practical issues for families - and for their lawyers! Balancing the interests of the surviving spouse with those of children from prior marriages can be challenging for even the most experienced practitioner. Do you have the skills you need to meet the needs of this growing client base? This convenient, 90 minute webinar with experienced Toronto estates lawyers Rachel Blumenfeld and Marni Pernica will examine essential estate-planning tools lawyers can use to minimize disputes and protect the interests of all involved. After taking this course you will:

  • be more alert to sources of conflict in blended families
  • understand important considerations when acting for blended families
  • understand the benefits and risks of various planning tools
  • enhance your knowledge of the tax regime as it applies to estates and trusts

Don’t miss this opportunity to get practical advice on the specific planning needs of blended families, and key do’s and don’ts to avoid undesired consequences and make sure your client’s wishes are respected.

Meet Your Presenters

Rachel Blumenfeld Rachel Blumenfeld is a partner with Aird & Berlis LLP (Toronto) and a member of the firm’s Estates & Trusts, and Tax Groups. Her practice focuses on trusts and estates, personal tax planning, charities and not-for-profit law. She advises clients on tax, trusts, estate planning & administration, preparation of wills, power of attorney documents, business succession, and insurance planning. Rachel holds the Trust and Estate Practitioner (TEP) designation and is recognized by Chambers & Partners, Best Lawyers, Who’s Who Legal, Expert Guides and Lexpert® as a leader in her field. She is a long time member and current National Director of STEP Canada. Rachel frequently writes and speaks for legal and other audiences on topics involving tax and estate planning, life insurance, and business succession planning and charitable giving.

Marni PernicaMarni Pernica is a partner with Aird & Berlis LLP (Toronto), practicing in the firm’s Tax Group, and Estates & Trusts Group. Her practice focuses on wills, trusts, estate administration, succession planning, estate and tax litigation, and related areas of tax law. Marni is a member of the OBA Trusts and Estates Section Executive, the Canadian Tax Foundation, and the Society of Trust and Estate Practitioners (STEP). Marni is co-author with Clare Sullivan of "Trusts and Trustees," Key Developments in Estates and Trusts Law in Ontario, 2014/2015 Edition Canada Law Book, and is a frequent writer for legal and tax publications on estates-related topics, including as a regular contributor to The Bottom Line. She also speaks to lawyers and other professionals on estates-related topics.

Program Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Introduction

Family Dynamics and Estate Planning in Blended Families

Pitfalls of Jointly-held Assets

Step-children and “Step” Grandchildren: Are They Part of the Plan?

Marriage Contracts and Other Family Law Considerations

Legal Structure versus Practical Reality

Use of Spousal Trusts with Blended Families

Principal Residence Exemption Rules and the Effects on Estate Planning in Blended Families

Program Wrap-up and Evaluation

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Returning Registrant

Registration Fees

All costs are in Canadian dollars before taxes.

HST/GST: 848208492

Until June 20, 2019

Estate Planning for Blended Families - Thursday, July 18, 2019 $140.00

After June 20, 2019

Estate Planning for Blended Families - Thursday, July 18, 2019 $165.00

Groups Save!

Register 3+ attendees and save up to 25%. See our group discounts here. Contact jennifer@seminarpartners.ca.

For program information contact:

Jennifer Snoyer at
Tel. 647.352.8633 or
1.866.606.4212
Email: jennifer@seminarpartners.ca

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