Session 4: Life Insurance Proceeds, FLA Security, and Dependant’s Support

This is a recording of Session 4 of our 2024 Lunch and Learn Series: Life Insurance Proceeds, FLA Security, and Dependant’s Support.
This CPD seminar will consider whether a family lawyer that lacks knowledge of the estate considerations and the Succession Law Reform Act should recommend that the client seek advice from an estate lawyer, or whether the family law lawyer can secure a legal opinion from an estate lawyer on these issues.
Topics include:
Section 34(1)(i) of the Family Law Act and life insurance proceeds as security.
Section 72 (1)(f) of the Succession Law Reform Act and life Insurance proceeds as part of the notional Estate for support purposes.
Structuring separation agreements as contemplated by Katz v. Katz, 2014 ONCA 606 (Ont. C.A.).
Making sense of the intersection of the FLA and SLRA.
More details can be found here: learn.wagnersi...
The discussion paper can be found here: learn.wagnersi...
Presented by David Freedman (counsel at Wagner Sidlofsky LLP), James Dunphy (estate lawyer and partner at Wagner Sidlofsky LLP), and Peter Neufeld (estate lawyer and partner at Wagner Sidlofsky LLP).
Special thanks to the following sponsors for their financial support of this program:
Scotia Wealth Management (Platinum)
B’nai Brith Canada (Platinum)
Wagner Sidlofsky LLP (Platinum)
Epstein Cole LLP (Platinum)
Concentra Trust (Gold)
BMO Private Wealth (Silver)
Torkin Manes Barristers & Solicitors (Bronze)
WeirFoulds LLP (Bronze)
Solus Trust (Bronze)
TD (Bronze)