Estate Law Round Up! 10 Important Issues to Consider in 2024

For more than 135 years, the Toronto Lawyers' Association, located within the Courthouse Library, has represented the interests of lawyers practising in the City of Toronto. The association was founded to support its members in three key areas: Knowledge, Advocacy, and Community. To uphold these pillars, the association offers a year-round mix of online and in-person education programs for lawyers, hosts both free and paid events to foster in-person networking, and submits advocacy pieces on behalf of its members to the Ontario bench and bar, all levels of government, and the broader public.

Jordan is a Certified Specialist in Estates and Trusts Law and an Adjunct Professor of Law at Osgoode Hall Law School in Toronto, Canada. Lexpert rates Jordan as one of its top recommended estate lawyers in Canada, and he is also rated as a Best Lawyer in Canada. In addition to his planning and administration practice, Jordan is counsel to Hull & Hull LLP and an experienced estates mediator. He is a past chair of the Ontario Bar Association - Trusts and Estates Section and a full member of the Society of Trust and Estate Practitioners (STEP). Jordan was the inaugural winner of the OBA’s Hoffstein Prize in recognition of his contributions and achievements in the area of wills, trusts, and estates.

Ian is a lecturer at the Ontario Bar Admission course and a guest lecturer for the Canadian Bar Association and the Law Society of Upper Canada. He is also the author of four books on estate law issues, including the seminal Probate Practice, now in its fourth edition, and numerous articles. Ian has an LL.B. from the University of Windsor and an Honours B.A. from the University of Western Ontario. He was called to the bar in 1990. He is a certified specialist in estate and trust law and civil litigation, a fellow of the American College of Trust and Estate Counsel, and a member of the Society of Trust and Estate Practitioners. He was chosen by LawDay as one of the top 60 estate and trust lawyers in 2009 and 2010.

Jonathon spent the first ten years of his litigation career practicing across a broad range of commercial and civil litigation disciplines, with a focus on corporate disputes, including director and shareholder remedies, breaches of fiduciary duty, oppression, contractual disputes, and real estate litigation. In the course of his practice, Jonathon has appeared at all levels of court. Jonathon received an LL.B. from Osgoode Hall Law School and a B.Comm. from McGill University. Jonathon was called to the bar in 2002 and has completed the Intensive Trial Advocacy Workshop at Osgoode Hall Law School.

Suzana practices exclusively in the areas of estates, trusts, capacity, and fiduciary litigation. She also maintains a specialized mediation practice (having been trained at Harvard Law School) through Hull Estate Mediation Inc., focusing on pre-death and post-death estate resolutions. Suzana is the co-author of Probate Practice, 5th edition, the seminal text in estates and trusts, and the author of numerous authoritative and learned articles in her areas of expertise. She has an LL.B. from the University of Western Ontario and an Honours B.A. from Wilfrid Laurier University. Suzana was called to the bar in 1997. She is a member of the Society of Trust and Estate Practitioners (STEP), the Toronto Lawyers Association, the Advocates’ Society, the National Academy of Elder Law Attorneys Inc., the Halton County Law Association, and the Estate Planning Council (Mississauga). Suzana has been recognized as a Lexpert Ranked lawyer since 2012. She has also been included in The Best Lawyers in Canada (2009-present) in the area of Trusts and Estates, and has been selected as a recommended attorney by Global Law Experts.