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.

CPD Hours
Format
Contact us for inquiries about other provinces.
Substantive4h 40m
Professionalism1h 15m
Total5h 55m
LawPRO Risk Management CreditYes

Are you reporting hours from a previous date?

View our CPD & Accreditation page to see previously calculated hours for this course.

LawPRO Risk Management Credit

LAWPRO
This program is approved for LAWPRO Risk Management Credit.

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Certificate:

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Frequently Asked Questions

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

Online Technical Requirements

To ensure you do not encounter any issues that will impact or limit your learning experience, please review the following information.