Advanced and Complex Issues in Property and Equalization 2022

9:00 a.m.
Welcome from the Chairs

William Abbott, MacDonald & Partners LLP
George Karahotzitis, Thomson Rogers

9:10 a.m.
Critical Case Law Update

Aaron Franks, Epstein Cole LLP
Gary Joseph, MacDonald & Partners LLP
Adam Prewer, Epstein Cole LLP

In this opening session, our experts will provide an in‑depth review of some of the most important cases of the past year and discuss how they may impact your practice.

10:00 a.m.
Break‑Ups and Bitcoin: Cryptocurrency and Other Challenging Assets in Family Law Proceedings

Maureen Edwards, McCarthy Hansen & Company LLP
Matthew Krofchick, CPA, CMA, CBV, CMC, CFF, FDRP‑Val, Krofchick Valuations
Vicky M. Ringuette, Vicky M. Ringuette

Bitcoin and other cryptocurrency continue to make headlines and confound family law lawyers. Our multidisciplinary panel will take you through the key issues including:

• How people are using these mediums to hide assets and strategies for uncovering them
• Practical guidance for how to trace, value, and exercise on a judgement

10:45 a.m.
Health Break

11:00 a.m.
Impact of COVID Subsidies on Business Valuations

Farley J. Cohen, MBA, FCPA, FCA, CIRP, FCBV, ASA, CFF, FCI Arb, Cohen Hamilton Steger & Co. Inc.
Judith M. Nicoll, McInnis & Nicoll

2+ years into the economic turmoil created by COVID legal professionals and the Courts continue to grapple with how to value business
and properties. Join experienced counsel and valuators as they take you through some of the most critical issues, including:

• Business and property valuation post‑pandemic – what you need to look out for and why (including how to treat CERB subsidies)
• Update on other complex and vexing valuation challenges

12:00 p.m.
Lunch Break

1:00 p.m.
Following the Trail: Untangling Property Issues Outside of Ontario

Robert M. Halpern, Halpern Law Group
Meysa Maleki, Maleki Barristers

• Strategies for advancing and defending out of province property claims
• How to investigate claims in other jurisdictions
• Identifying, tracing and proving assets located outside of Canada
• Practice tips for enforcing judgments in other jurisdictions

1:45 p.m.
The Legal Practice Post‑Pandemic: Old and New Strategies

Yvonne Bernstein, Litigation Director & Counsel, LAWPRO

COVID has transformed the way legal professionals practice. As we return to the office and to in‑person hearings, online services and other major pandemic practice shifts are going to remain with us for many more months. Get essential practice management guidance
and strategies for navigating the “new normal” of legal services.

2:15 p.m.
Health Break

2:30 p.m.
“Til Death Do Us … Pay?” Estate issues in Family Law

Susannah Roth, O’Sullivan Estate Lawyers
Jennifer L. Wall, Harrison Pensa LLP

Expert guidance on the critical but oft overlooked estate issues that can wreak havoc down the road. This discussion will include a review of the
recent amendments to the Succession Law Reform Act will revocation upon marriage provisions and the implications.

3:00 p.m.
Navigating Residential Real Estate Appraisals

Avra Rosen, C.S., Rosen Sack LLP

• Understand the nuances of how to read an appraisal report, including how to recognize and deal with glaring errors.
• Why a letter of opinion is not sufficient
• Key evidence that the appraiser needs to secure
• Why counsel should not rely on the midpoint for value purposes (and the exceptions)

3:45 p.m.
View from the Bench and Trenches

The Hon. Justice Kendra Coats, Superior Court of Justice
The Hon. Justice E. Llana Nakonechny, Superior Court of Justice
The Hon. Justice Jamie K. Trimble, Superior Court of Justice
Cheryl Goldhart, Goldhart & Associates
Heather Hansen, C.S., McCarthy Hansen & Company LLP

Join experienced judges and senior counsel for a candid and engaging discussion on current issues and evolving trends.

4:30 p.m.
Program Concludes