Life Settlements; and Helping Your Clients Protect Their Assets & Income Sponsored by Anita Pizycki
Life Settlements; and Helping Your Clients Protect Their Assets & Income
Join us on July the 23rd.
3 CPD hours
There will be two topics covered during this event:
- Life Settlements
Speaker: Harvey Handelsman, CPA, CA of Canadian Life Settlements
- How to Help Your Clients Protect Their Assets and Income
Speakers:Natalie Derbyshire, LL.B., Jennifer Valliere, J.D., and Elise Visco, J.D. of Kronis, Rotsztain, Margles, Cappel LLP
This event will be held at the Donalda Club.
Location: Donald Golf Club: 12 Bushbury Dr, North York, ON M3A 2Z7 Free parking
- Cost $85.00 plus HST
- Reception (cash bar) – 5:30 p.m.
- Dinner – 6:00 p.m.
- Presentation(s) – 7:00 p.m. until 8:30/9:00 p.m., depending upon the speakers, topics and audience questions.
About the Instructor(s)
Natalie was called to the Ontario Bar in 2006. She has been practicing family law for roughly 12 years. She graduated from Osgoode Hall Law School in 2005. In 2002, she earned a Bachelor of Arts with Honours from York University, having double-majored in Sociology and Law & Society. She graduated (cum laude) with distinction on the Dean’s List in the top 5% of the student body.
Natalie has significant experience negotiating and drafting domestic contracts, including cohabitation agreements, marriage contracts, and separation agreements. Her practice involves helping clients resolve the issues of property division, divorce, child and spousal support, custody and access. She also provides advice in relation to step-parent adoptions. She has strong litigation skills and significant experience advocating for her clients at various provincial and superior court locations across Ontario and helped prepare for Court of Appeal appearances.
While litigation is sometimes necessary, particularly when power imbalances exist between parties or there is a lack of co-operation on the part of the opposing party, when appropriate, Natalie encourages clients to engage in alternative dispute resolution processes which can be cost-effective and help clients to maintain control over the outcome of their family law matters. Natalie is a certified collaborative family law lawyer, an active member of Collaborative Practice Toronto, York Collaborative Practice and the Family Dispute Resolution Institute of Ontario (FDRIO), having served on FDRIO’s Board of Directors from 2015-2017.
Natalie is a mother of an energetic 19-month old. When she is not at work, she is happiest at play or rest with her daughter who is the light of her life.
Harvey Handelsman, CPA, CA
Chief Operating Officer
Canadian Life Settlements
Harvey is responsible for operations at Canadian Life Settlements. He graduated from the University of Toronto obtaining a Bachelor of Commerce. Subsequent to training with a major international CA firm, he successfully began his own practice in public accounting. He has assisted entrepreneurs in all phases of their enterprise, from start up to the sale of going concerns.
Harvey is a member of the Ontario and Canadian Institutes of Chartered Professional Accountants. His daily schedule includes being a study partner at his synagogue. He is involved in numerous charities, local and abroad.
Harvey and his wife, Sherry, have been married for over forty years and have six adult children and a numerous grandchildren. Harvey attempts staying in shape with a daily regimen of aerobics.
Jennifer practices in all aspects of family law with a focus on partnering with clients to continually enhance services. Jennifer joined KRMC in 2014, bringing with her significant litigation experience before the various levels of court in Ontario.
Early in her legal career, Jennifer has had the opportunity to conduct hearings for both appeal matters and trials. Jennifer has assisted clients in all stages of the family court process. Her hands-on experience has provided her with the knowledge and ability to guide her clients through the court process.
Jennifer also helps advocate for clients outside of court, using the various methods of alternative dispute resolution including the collaborative family law process. Many clients appreciate collaborative family law because they can customize the process based on what is important to their particular family. She has assisted clients with mediation, negotiation, and the drafting of domestic contracts (cohabitation agreements, marriage contracts, and separation agreements) when their current arrangements are not comprehensive enough for their needs.
Jennifer first developed an interest in family law during her second and third year of law school when she secured a position at the Family Law Information Centre. Here, she assisted senior counsel and gained broad exposure to the various contexts in which family matters arise, including those involving domestic violence concerns.
Elise realized her passion for family law in her first year at Osgoode Hall Law School and actively pursued opportunities to gain experience in this area. She volunteered with PBSC Family Law Project in her second and third year of law school and completed the Osgoode Mediation Intensive specializing in family law. She also spent a summer in Freetown, Sierra Leone working for the Defence for Children International. Prior to law school, Elise received a Bachelor of Science in Biological Science with a minor in Italian from the University of Guelph.
Elise summered and articled with KRMC before returning to the firm as an associate.
Great workshop, very valuable and inspiring. I would like to attend the workshop again………………….Chiedozie Megwa
Each event is fantastic! I learn something new every time that will help me in my professional and personal life. I hope to be a regular in TheGAAP.net events. Mrigank Kabra
The workshop was very informative and well organized, covering the relevant topics and providing the right amount of content. The audience had adequate opportunity to ask questions to the speaker and interact with the fellow attendees. It was a workshop worth the time and cost. Look forward to attending the future workshops. Kul Makkar Director ITA Canada