Seminars

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

www.scsottawa.on.ca

 

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.

www.octc.ca

 

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)

www.octc.ca

 

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.