Guide, AuteurWhen is “Old Enough”?Canadian Donor’s Guide, 34th Edition
AuteurThe Advisor as Executor: Risks and RewardsCALU infoExchange 2018 #3
Co-AuteurPet Trusts: A Paws-itively Needed Addition to the Estate Planning LandscapeThe Canadian Institute’s Personal Tax and Estate Planning Journal (Volume 1, Issue 1)
PresenterEstate Planning and AdministrationOsgoode Professional Development Course Speaker
PresenterBoomer to Zoomer Legacy: Legacy Excellence for All of Life’s StagesLegacy: The Evolution of Estate Planning Virtual Summit Series
PresenterEstates Update 2021: Important Changes to Ontario’s Succession Law Reform ActJewish Foundation of Greater Toronto Professional Advisory Committee