Event Type: External Event

The Advocates’ Society

Building Blocks: Examinations for Discovery series was developed by leading litigators and Advocates’ Society Excellence in Teaching Award winners Sandra Barton and Tom Curry, in consultation with members of our Young Advocates’ Standing Committee. This interactive and practical series will help take your examinations for discovery to the next level.

Block One will be held on October 11, 2023, Block Two will be on November 14, 2023, and Block Three on December 12, 2023. Block Four, the learning-by-doing skills workshop, will be held on January 16, 2024. Click here to learn more about the program.

When it comes to examinations for discovery, failing to prepare, is preparing to fail.

Block One: Theory, Strategy and Preparation

Find out how to properly plan for discovery and strategically use every step of the process to your advantage.

Get to know the rules and objectives of the discovery process, how to develop a winnable theory and strategy, and receive practical tips for preparing yourself and your witness for discovery.

You will also have the chance to participate in a small group breakout session, facilitated by a leading practitioner, to help you develop an effective examination strategy and roadmap for discovery.

In preparation for the session, you will be asked to review and evaluate a case file from the perspective of either the plaintiff or the defendant. You will then work with your peers in small groups to develop a plan for getting the most out of the discovery process. This exercise will encourage critical thinking and active participation in a safe and supportive learning environment and is intended to help you get the most out of the program.

Topics Include:

• The Rules of Discovery: What You Need to Know
• Assessing Your Case: Developing a Winnable Theory and Strategy
• Preparing Yourself for Discovery: How to Ensure You Are Prepared
• Preparing Your Witness for Discovery: Understanding Your Obligations and Best Practices

Our building block sessions can be registered for individually or as a bundle (saving you up to 30% off the series!). Sign up for the bundle HERE.

Registration includes educational materials, which will be provided prior to the program. Registration also includes access to the live webcast recording for 30 days from the date the link is sent to you.

Pallett Valo Speaker:

Sudevi Mukherjee-Gothi, Partner

Time:

1pm – 4pm

Location:

Online

Program Price Per Session:

TAS Members: Regular: $269.00 + Tax | Discount: $201.75 + Tax*
Non-Members: Regular: $399.00 + Tax | Discount: $299.25 + Tax*

*The Advocates’ Society is pleased to offer a 25% discount on this program for all lawyers who practise as sole practitioners, or in firms smaller than 5 lawyers, and government lawyers (including lawyers who work for legal aid clinics).

Accreditation

This program contains 1.0 Professionalism Hour and is eligible for up to 2.0 Substantive Hours.

Peel Law Association

Nobody likes to think about death, but business owners need to actually plan for death. Join the Peel Law Association to find out about the importance of succession planning for business owners, whether they are sole proprietors, partnerships or corporations.

This session will discuss:

• Plans, wills, assets and accounts
• Business accounts
• Privately-held corporations
• What happens to a business after the owner dies?
• What happens to shareholders?
• How to protect loved ones
• The digital afterlife of a business owner

Pallett Valo Speaker:

Andreea Muth, Lawyer

Time:

4:30pm – 5:30pm

Location:

Online – Zoom

Program Price:

PLA Member: $50* | Non-Member: $75*
*plus applicable taxes

Accreditation

This session will contain a total of 1.0 Substantive Hour toward the Law Society of Ontario – Continuing Professional Development requirements (CPDs).

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OBA | Business Law Program

Working with start-ups? Advising business owners looking to transition their business structures or prepare for a sale? Then you need to understand rollover possibilities and risks. Join the Ontario Bar Association for a refresher course on Income Tax Act (ITA), section 85, 86 and 51 rollovers. Which section should you use and when? What are the legal and tax implications and requirements for each? In other words, learn everything you wanted to know about sections 85, 86 and 51 of the ITA, but were afraid to ask.

Sections 86 and 51 of the ITA are most commonly used in estate and/or sale planning for private-company shares. Join our expert panel as they discuss the following: What are the requirements for each? Why might it be beneficial to use one over the other in certain situations? What are the implications of each type of rollover for your client?

Section 85, commonly referred to as the rollover section of the Act, can be used in a multitude of ways. For example, the section enables you to: turn a proprietorship or a partnership into a corporate entity; transfer shares to a corporate entity as part of a family business re-organization or you can use this section to move surplus cash, exposed in an operating company, into a holding company away from creditors. The best part, Section 85 enables you to do all of this with no direct tax consequences for your clients.

Register today to increase your ability to spot opportunities to further your client’s business interests.

Pallett Valo Speaker:

Andreea Muth, Lawyer

Time:

12:30pm – 3:30pm

Location:

Online

Program Price:

CBA Member: $234* | CBA Student Member: $91* | Non-Member: $343*
*plus applicable taxes

Accreditation

This program contains 3h of Substantive Content.

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OBA | Business Law, Charity and Not-For-Profit Program

There have been lots of changes since the beginning of 2023: Bill 91, Less Red Tape, Stronger Economy Act, 2023 passed third reading in May and these changes will come into effect on October 1st, 2023; an interesting case out of Saskatchewan seems to have caught everyone’s eye and has been in the news; and practice management requirements impose additional burdens on lawyers (including identification and verification requirements relating to clients and lawyers).

Hear about the latest updates and legislative developments in Ontario (including recent changes to electronic meetings, electronic record-keeping and some potential unforeseen consequences), discuss practical tips to avoid inadvertent non-compliance, and a case law update.

Stay ahead of the game by gaining practical insights for dealing with these developments as they arise for your clients. Register now to secure your spot.

Pallett Valo Speaker:

Andreea Muth, Lawyer

Time:

12pm – 1pm

Location:

Online

Program Price:

CBA Member: $60* | CBA Student Member: $32* | Non-Member: $110*
*plus applicable taxes

Accreditation

This program contains 0.5 Professionalism Hours and is eligible for up to 1.0 Substantive Hours.

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Osgoode Professional Development

Today’s construction projects are highly complex and present numerous and challenging risks to all stakeholders. A comprehensive understanding of the key issues and potential liability exposures in this high-stakes area is essential.

New National Edition* – 5 days of targeted and practical learning. In this intensive certificate course, join 30+ senior legal and construction professionals to learn what you need to know about crucial construction law concepts, from contract formation to dispute resolution. Developed for the construction industry and legal professionals, this information-packed and highly practical program will highlight real-world situations to enhance learning and provide ample opportunity for questions and class discussion.

You will develop a solid understanding of the core legal issues impacting construction projects, and you will emerge better equipped to minimize exposure to costly risk.

*This program now offers select regional breakout sessions for Eastern and Western Canada.

Pallett Valo Speakers:

Cathy DiMarco, Partner (day 3)
Anna Esposito, Partner (day 5)

Dates:

February 3, 10, 16, 24 and March 3

Location:

Online – live

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Knocking Down the Walls – Building Gender Equality in Law

Women in Law Summit Canada is a one-of-a-kind event that celebrates, empowers, and supports women leaders in the legal profession to reach their goals. 

Featuring panel discussions, keynote presentations, fireside chats and interactive networking to enable women in law to thrive at all stages of their careers, this event aims to promote gender diversity and allyship, encourage women to break barriers in law, and support the next generation of legal talent with meaningful connection. 

Pallett Valo Chair:

Sudevi Mukherjee-Gothi, Partner

Time:

8am -5pm

Program Price:

Individual Pass: $699 | Team of 3: $1,889 | Team of 5: $2,969

CPD Hours:

This conference has been approved for 4 hours and 10 minutes of Professionalism Content and 40 minutes of EDI Professionalism Content by the Law Society of Ontario.

Location:

Arcadian Court Toronto
401 Bay Street, Simpson Tower, 8th floor
Toronto, ON M5H 2Y4

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Peel Law Association

Learn about what takes place on the other side of the Bench!

Join the Peel Law Association’s event to hear their speakers talk about their experiences transitioning from lawyers to members of the Judiciary. They will touch upon their new duties as part of the Judiciary, what training they had to undertake for their new roles, and what it is really like to be a judge.

Pallett Valo Moderator:

Scott Price (PLA Treasurer), Partner

Time:

5pm -6:30pm

Program Price:

PLA Member: $50* | Non-Member: $75*
*Includes HST

CPD Hours:

This session will contain 1.5 Substantive Hours toward the Law Society of Ontario – Continuing Professional Development requirements (CPDs).

Location:

Online with Zoom

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