Program Chairs
Georgina L. Carson
Carson Chousky Lein LLP
Anne Slivinskas
Managing Director, Pension Law & Governance, University Pension Plan
These are complex and technical issues. Mistakes can be critical – and costly. Get what you need to advise with confidence.
When a spousal relationship ends, the division of pensions and other retirement assets is one of the biggest challenges for family law lawyers and plan administrators. Professionals must navigate a myriad of legislative schemes, technical requirements, and evolving case law.
This unique one day program, designed and delivered by family law experts and pension professionals, will provide you with the critical knowledge and strategies you need to tackle the most challenging issues in pension and retirement assets that arise upon separation.
Registration includes 120-day unlimited, online access to the recorded program.
What You’ll Learn
How to decipher a pension valuation
Drafting guidance to ensure a deal that works
Pensions as Family Property 101
Tackling SERPS and MEPPS
Untangling death and survivor benefits
Vexing tax issues, including, “should I gross or should I net now?”
Interest and arrears tips and tactics
Forums for resolving pension disputes – determining where and how
Who Should Attend
Family Law Lawyers
Lawyers whose practice includes family law
Pension Lawyers
Pension Administrators
Financial Advisors
Faculty
Program Chairs
Georgina L. Carson
Carson Chousky Lein LLP
Anne Slivinskas
Managing Director, Pension Law & Governance, University Pension Plan
Instructors
Katherine Batycky
Counsel, Stoner & Company Family Law Associates
Samantha Chousky
Carson Chousky Lein LLP
Sukhvinder Dulay
Counsel, Pension Legal & Plan Policy, OMERS
Sydney Edmonds
Counsel, Pension Legal & Plan Policy, OMERS
Patricia Johnson
Manager, Member Experience and Pension Operations, OPTrust
Stephanie J. Kalinowski
Torys LLP
Kelley McKeating
McKeating Actuarial Services, Inc.
Michelle Rival
Senior Consulting Lawyer, Willis Towers Watson
Pamela Wiktorski
Manager, Member Experience and Pension Operations, OPTrust
David Wolgelerenter, BSc, FSA, FCIA, MBA
DSW Actuarial Services Inc.
Sarah Young
Beaton Burke Young LLP
Michael Zalev
Epstein Cole LLP
Agenda
Welcome from the Chairs
Register
Recorded: Feb 15, 2024
$595 + HST
Printable registration form
If a downloadable form is required, please contact OsgoodePD@osgoode.yorku.ca.
“Is financial assistance or funding available?”
As law evolves, we know how important it is to stay up to date. We also understand the financial implications of continuously upgrading your professional skills and knowledge. For more information on available options, including Job Grants, OSAP, please visit:
CPD and Accreditation
OsgoodePD is an accredited provider with the LSO, the Law Society of BC and NY CLE Board. Select your location to view the eligible hours you may claim.
Substantive | 4h 40m |
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Professionalism | 1h 15m |
Total | 5h 55m |
LawPRO Risk Management Credit | Yes |
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Are you reporting hours from a previous date?
View our CPD & Accreditation page to see previously calculated hours for this course.
LAWPRO
This program is approved for LAWPRO Risk Management Credit.
Deeper Learning Opportunities
The Osgoode Certificate
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Do you have an LLB/JD? Consider taking a single LLM course for deeper learning in a specific area of practice – all credits will apply towards a Professional LLM.
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Client and Technical Support
Have questions? Get advice in person, by email or over the phone.
Program content questions
Alison Hurst, Program Lawyer
ahurst@osgoode.yorku.ca
Registration questions
Technical support
Online Technical Requirements
To ensure you do not encounter any issues that will impact or limit your learning experience, please review the following information.