Upcoming Seminars and Presentations
June 13, 2018
Estate Planning for a Loved One with a Disability.
Host: Lifetime Networks, Citizen Advocacy
Location: Citizen Advoacy, 312 Parkdale Avenue, Ottawa, Ontario
Time: 6:00 pm – 8:00 pm
When your estate plan involves a loved one with a disability, there are many special considerations that must be taken into account. This presentation will highlight a variety of these considerations including Henson Trusts, issues relating to ODSP and RDSPs when estate planning, and substitute-decision making.
June 21, 2017
Information Session for residents and their families on acting under a Power of Attorney or Substitute Decision-Maker.
Host: Granite Ridge Care Community
Location: 5501 Abbott Street East, Stittsville, Ontario, K2S 2C5
Time: 5:00 pm to 6:00 pm
Natalie will be canvassing issues such as the different types of substitute decision-makers, when each acts, their duties and responsibilities, compensation, etc.
Previous Seminars
May 15, 2018
Estate Planning for a Loved One with a Disability.
Host: Walking In My Shoes, Citizen Advocacy
Location: Citizen Advoacy, 312 Parkdale Avenue, Ottawa, Ontario
Time: 6:00 pm – 8:00 pm
When your estate plan involves a loved one with a disability, there are many special considerations that must be taken into account. This presentation will highlight a variety of these considerations including Henson Trusts, issues relating to ODSP and RDSPs when estate planning, and substitute-decision making
May 12, 2018
Estate Planning for a Loved One with a Disability.
Host: Citizen Advocacy
Location: Arnprior Public Library, 21 Madawaska Street, Arnprior, Ontario
Time: 1:00 pm – 4:00 pm
Planning for a loved one with a disability involves many special considerations. We will explore a variety of estate planning topics including Henson Trusts, issues relating to ODSP and RDSPs when estate planning, and substitute-decision making including powers of attorney and adult guardianship.
May 7, 2018
Common Mistakes People Make When Estate Planning.
Host: St. Thomas Anglican Church
Location: Main Street, Stittsville, Ontario
Time: 1:30 pm to 3:30 pm
Natalie will explore the common mistakes people make when doing their estate planning. She will discuss proper estate planning and ways to avoid these costly mistakes.
May 3, 2018
Estate Planning Lunch and Learn.
Host: Waterside Retirement Community
Location: 105 McNeely Avenue, Carleton Place, Ontario
Time: 12:30 pm to 2:00 pm
As the residents enjoy their lunch, Natalie will be exploring issues such as Estate Planning, including Wills and Powers of Attorney, and Estate Administration.
April 17, 2018
Legal Rights and Financial Planning for People with Epilepsy.
Host: Epilepsy Ottawa
Location: Bronson Centre, 211 Bronson Avenue, Suite 207, Ottawa, Ontario
Time: 7:00 pm to 9:00 pm
Natalie will be participating in a panel discussion along with Lisa Whittleton and Troy Mulvey of Equity Financial Services canvassing issues such as Financial and Estate Planning for an individual with epilepsy, Powers of Attorney, and Guardianships.
March 3, 2018
Substitute Decision-Making for a Loved One with a Disability.
Host: North Grenville Family Network, sponsored by Community Living, North Grenville
Location: Grenville Mutual Insurance Community Room, 380 Colonnade Road, Kemptville, Ontario
Time: 9:00 am – 3:30 pm
This full day workshop will take an in-depth look at substitute-decision making for a loved one with a disability. We will explore the legal concept of mental incapacity, powers of attorney, and guardianship.
November 26, 2017
Information Session for residents and their families on estate planning and acting under a Power of Attorney.
Host: Granite Ridge Care Community
Location: 5501 Abbott Street East, Stittsville, Ontario, K2S 2C5
Time: 1:00 pm to 3:00 pm
Natalie will be canvassing issues such as Estate Planning, Estate Administration, Powers of Attorney, and Guardianships.
November 16, 2017
Information Session for residents and their families on estate planning and acting under a Power of Attorney
Host: Granite Ridge Care Community
Location: 5501 Abbott Street East, Stittsville, Ontario, K2S 2C5
Time: 6:30 pm to 8:00 pm
Natalie will be canvassing issues such as Estate Planning, Estate Administration, Powers of Attorney, and Guardianships.
November 4, 2017
Powers of Attorney and Guardianship Workshop
Host: Citizen Advocacy
Location: Bethany Hope Centre, 820 Woodroffe Ave., Ottawa, ON (free parking available)
Time: 9:00 am to 4:00 pm
Natalie is thrilled to have been asked to participate in this full day workshop which will help families with a loved one with a disability plan for the future. For more information, please visit https://www.citizenadvocacy.org/powers-of-attorney-guardianship/.
October 25, 2017
Information Session on caring for a loved one with a disability including financial strategies, RDSPs, and estate planning.
Host: Service Coordination for People with Developmental Disabilities
Location: 150 Montreal Road, Ottawa, Room 301
Time: 6:30 pm to 9:00 pm
Chantal and Natalie will be canvassing issues such as Estate Planning, Estate Administration, Estate Accounting, Powers of Attorney, Guardianships, and Trusts. For more information, please visit http://scsottawa.on.ca/wp-content/uploads/2017/09/Flyer_Info-Session_25-October-2017_EN.pdf.
June 19, 2017
A Workshop on Wills, Estates, Trusts and Inheritance Planning
Host: Lifetime Networks
Location: Citizenship Advocacy, 312 Parkdale Avenue, Ottawa, ON K1Y 4X5
Time: 6:00 pm-8:00 pm
Co-Speakers: Robert Meredith from RBC Dominion Securities and Natalie Sanna of Persona Law Group
May 18, 2017
A ‘Lunch and Learn’ on Planning for the Future
Topics Included: Common Estate Planning Myths, Wills, Probate, Trusts, and Powers of Attorney
Host: IIS Financial Group
Time: 12:00 pm-1:30 pm
March 8, 2017
Information Session on Estate Planning
Host: CHEO Navigator Program
Location: Pinecrest-Queensway Community Health Centre
Time: 6:30 pm-8:30 pm
The following topics will be explored:
• Legacy Planning
• Basic ODSP requirements re income and assets and how families can prepare
• Wills and Powers of Attorney
• Henson trusts and disability expense trusts
• What is guardianship and why some may need it
• Changes to taxation of trusts and importance of Disability Tax Credit
Other Speakers: Lisa Whittleton and Troy Mulvey, Independent Financial Advisors
For more information, please visit www.cheo.on.ca/en/Program-Navigator
November 25th, 2015
Information Session for People with Developmental Disabilities
Host: Service Coordination
Location: 200-150 Montreal Rd, Ottawa
Time: 6:30pm-8pm
Donna provided Information for People with Developmental Disabilities and Their Families. Among the topics that Donna reviewed:
• Basic ODSP requirements re income and assets and how families can prepare
• Wills and Powers of Attorney for families as well as the individual with a disability
• Henson trusts and disability expense trusts
• What is guardianship and why some may need it
• Changes to taxation of trusts and importance of Disability Tax Credit
Additional Speaker: Michelle Wallis-Trentadue, Financial Advisor, Edward Jones
For more information, please call Service Coordination at 613-748-1788
November 13th, 2015
TECHxpo 3.0
Host: Ontario Bar Association (OBA)
Location: 20 Toronto Street, 2nd floor, Toronto
Time: 9am-4pm, followed by a Reception
Donna Neff’s session was “Paperless @ Last”
Whether you are planning to start a new paperless practice, change from paper to paperless or want better ideas for running an existing paperless office, you will gain helpful tips and insights, including practical suggestions on software and hardware.
For more information and to register: TECHxpo 3.0
November 5th, 2015
In Transition, an evening for families interested in transition resources for young people with disabilities
Host: Ottawa Children’s Treatment Centre (OCTC)
Location: Sir Guy Carleton Secondary School, 55 Centrepointe Drive, Nepean
Time: 6:30pm-9pm
Donna Neff’s topic was be Understanding Adult Guardianship & Capacity Assessment: What Parents Need to Know.
May 7th, 2015
Guardianship, Estate Planning, Henson Trusts, and RDSPs
Location: Citizen Advocacy, 312 Parkdale Ave
Time: 7pm-9pm
Donna Neff provided information and advice on Henson Trusts, Wills, Powers of Attorney, Guardianship, and the special considerations involved in estate planning for child with a disability.
April 17th, 2015
Emerging Minds presents Autism and Financial Planning: How to prepare your family for future needs and financial security.
Location: Hellenic Meeting and Reception Centre, 1315 Prince of Wales Drive, Ottawa
Donna Neff talked about the importance of Wills, Trusts, Power of Attorney and the special considerations involved in estate planning for child with a disability.
October 2, 2014
STEP Verein and Basel Conference
Location: Zurich Marriott Hotel, Zurich, Switzerland
Donna Neff attended this essential conference focused of the issues professionals face when an international client dies. Differences in the legal systems of common and civil law countries, developments in the field of private international law and practical matters such as how to value assets of different types and how to trace heirs internationally, as well as how to deal with digital assets, will all be covered.
For more information: step.org/zurich2014
September 25-27, 2014
IPBC Canadian Bookkeeping Conference & Expo
Location: Delta Grand Hotel, Kelowna, BC
Lorelei Miller attended this professional development conference.
For more information: IPBC.ca
November 8-10, 2013
14th Annual CDBA Parent Conference Weekend
Host: Canadian Deafblind Association – Ontario Chapter
Speaker: Donna Neff
Location: Blue Mountain Resort, Collingwood Ontario
Topic: Future Planning When A Family Member has a Disability
More information on the CDBA website: www.cdbaontario.com
or by calling: 1-877-760-7439
October 24, 2013
OCTC Annual Resource Fair
Speaker: Natasha Ell Saunders
Location: Ecole Secondaire la Salle (cafeteria)
Topic: Capacity Assessment and Guardianship
Presentation: 6:30pm – 7:30pm
Fair: 7:30pm – 9pm
About 40 different agencies had booths to answer questions and give information to parents and families with children with physical and developmental disabilites.
Refreshments and coffee was served by Tableworks (Lifeskills program)
May 4, 2013
Acting Under Power of Attorney/Guardianship Workshop
Speaker: Donna Neff
Location: Holiday Inn, Algonquin Salon, 101 Kanata Ave., Ottawa
This was day-long Acting Under a Power of Attorney workshop led by Ottawa lawyer and Certified Specialist, Donna Neff. Specifically designed for anyone currently acting under a Power of Attorney or who expects to be doing so at some point. Also useful for a Guardian of Property.
During this full-day, hands-on workshop, participants got all the latest, up-to-date information, as well as their very own take-home kit of essential practical tools so they could confidently do their job as an Attorney.