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OSGOODE PROFESSIONAL DEVELOPMENT
THE COMPREHENSIVE GUIDE TO
HANDLING A
FAMILY LAW CASE
A multi-disciplinary faculty of senior practitioners
will give you in depth coverage of the anatomy of
a family law case, including:
Learn from the experts
how to get the best
possible results for your
clients
• The first meeting with the client: the assessment of a case
• The different approaches to pleadings: minimalist
versus more detailed
• How to make effective use of valuators and accountants
• Preparing for and conducting an effective examination
for discovery
• Mediation as a dress rehearsal for trial
• Educating clients on the importance of mediation
• Strategies and techniques in preparing written submissions
What a past attendee of one of
our Family Law Programs said:
“WONDERFUL, DETAILED &
IN-DEPTH DISCUSSION OF LEGAL
DEVELOPMENTS AND PRACTICAL
RECOMMENDATIONS
FOR ADVOCACY.”
• Ethical considerations at trial
REGISTER NOW AT
WWW.OSGOODEPD.CA
Chairs
Harold Niman
Niman Gelgoot and Associates LLP
Alfred Mamo
McKenzie Lake Lawyers
Date and Time
Location
October 2, 2014
9:00 a.m. to 4:00 p.m. EDT/EST
Osgoode Professional Development
1 Dundas St. W., 26th Floor
Toronto, ON
Webcast Available
A WORLD LEADER IN LAW SCHOOL LIFELONG LEARNING
THE COMPREHENSIVE GUIDE TO
HANDLING A FAMILY LAW CASE
From your first meeting with your client, through the drafting of pleading/
financial statements, conducting examinations, representing your client at
mediation, preparing for an interim motion, and finally, conducting a trial,
understanding the full anatomy of a family law case is crucial to effectively
representing your client.
Using a combination of live and pre-recorded
demonstrations, as well as lively and informative
panel discussions, this new Osgoode Professional
Development program will provide you with a
comprehensive guide to Handling a Family Law Case.
You will hear from experienced counsel, judges,
mediator, arbitrator and valuator, who will give
you effective strategies and advice for how best to
represent your client in a family law case.
The interactive presentation style will provide a forum
for family law practitioners to discuss and benefit
from the insights of a faculty who tackle these issues
on a daily basis. You will also hone your advocacy
skills by witnessing several demonstrations.
Chairs
Harold Niman
Niman Gelgoot &
Associates LLP
Faculty
Philip Epstein, QC
LSM, Cert. F. Arb.
Epstein Cole LLP
Herschel Fogelman
Basman Smith LLP
Aaron Franks
Epstein Cole LLP
REGISTER NOW BY VISITING WWW.OSGOODEPD.CA,
CALLING 416.597.9724 OR 1.888.923.3394,
EMAILING [email protected]
OR FAXING 416.597.9736
Alfred Mamo
McKenzie Lake Lawyers
Andrew Freedman
CPA, CA•IFA, CBV, ASA
Managing Director
Duff & Phelps Corp.
Cheryl Goldhart
Goldhart & Associates
Julie K. Hannaford
J K Hannaford Barristers
Stanley P. Jaskot
Jaskot Family Law Barristers
Gary S. Joseph
MacDonald & Partners LLP
George Karahotzitis
Thomson, Rogers
Patrick D. Schmidt
Thomson, Rogers
Bryan R.G. Smith
Lerners LLP
The Hon. Justice
Francine E. Van Melle
Ontario Superior Court
of Justice
Heather Hansen
Martha McCarthy &
Company LLP
This is a must attend program
for all family law practitioners in
early years of practice.
OSGOODE PROFESSIONAL DEVELOPMENT
AGENDA
8:30-9:00
Continental Breakfast
11:30-12:30
9:00-9:05
Welcome from the Chairs
Questioning: What Does an Effective Examination
for Discovery Look Like?
Harold Niman, Niman Gelgoot and Associates LLP
Harold Niman, Niman Gelgoot and Associates LLP
Alfred Mamo, McKenzie Lake Lawyers
Bryan R.G. Smith, Lerners LLP
9:05-10:15
First Meeting with Client: Assessment of the Case
(Video Demonstration)
Heather Hansen, Martha McCarthy & Company LLP
Bryan R.G. Smith, Lerners LLP
When family lawyers meet, for the first time with their clients,
it is critical that the right questions be asked and the necessary
information gathered. In this session, you will witness a pre-recorded
video demonstration of counsel’s first meeting with their respective
clients. Gain a better understanding of the skills required and how to
advise your client. Topics include:
• The factual background
A critical point in every family law case is the opportunity for counsel
to conduct an examination for discovery. In this demonstration,
Harold Niman, and Bryan R.G. Smith will show us what an effective
examination looks like.
• How to prepare for and conduct an effective examination
• How to use excerpts from a transcript
• Maintaining control of the witness
• Strengthening your theory of the case
• Role of counsel for examinee: permissible objections
• Ethical considerations
12:30-1:15
Luncheon
- the collection of information and assessment of the case
• What questions do you need to ask?
1:15-2:00
• What first steps must be taken?
• How do you decide whether litigation is necessary?
Mediator
Philip Epstein, QC, LSM, Cert. F. Arb., Epstein Cole LLP
• Effectively advising your client of their options and the potential
consequences of each
Counsel
Patrick D. Schmidt, Thomson, Rogers
10:15-10:30
Cheryl Goldhart, Goldhart & Associates
Refreshment Break
In this live demonstration, counsel will demonstrate different
approaches to mediation, specifically focusing on the following:
10:30-11:30
• Explaining the process to the client
• Educating clients on why mediation is important
• Different approaches to mediation
- the conciliatory vs. more aggressive approach
• Maintaining credibility throughout the mediation
- how will your style impact on your credibility with your
client, opposing counsel and mediator?
• Mediation as a dress rehearsal for trial
• How to use the mediator most effectively
• Should you let your client speak?
• Why some mediations fail
Understanding the Importance of Pleadings
and Financial Statements
Moderator
Alfred Mamo, McKenzie Lake Lawyers
Panel
George Karahotzitis, Thomson, Rogers
Aaron Franks, Epstein Cole LLP
Andrew Freedman, CPA, CA•IFA, CBV, ASA
Managing Director, Duff & Phelps Corp.
An integral part of every family law matter is the drafting of
pleadings and the preparation of financial statements. These
experts will discuss the specifics, including:
• How to prepare an Application, Answer and Reply
• The different approaches available
- minimalist vs. more detailed
- pros and cons of each approach
• Do’s and Don’ts
• Analyzing a financial statement
• How to make effective use of valuators/accountants
- when are they useful?
- potential problems/pitfalls lawyers face with experts
• Case studies/examples
Effective Use of Mediation (Demonstration)
2:00-2:45
Interim Motions: Strategies and Techniques
(Video Demonstration)
Arbitrator
Alfred Mamo, McKenzie Lake Lawyers
Counsel
Gary S. Joseph, MacDonald & Partners LLP
Herschel Fogelman, Basman Smith LLP
In a situation where one party is seeking support, understanding
the best way to prepare for and conduct an interim motion is
critical. In this pre-recorded video demonstration, watch as counsel
demonstrates:
© OSGOODE PROFESSIONAL DEVELOPMENT, 2014
AGENDA (Cont’d)
REGISTRATION
Please complete all
registrant information.
• Strategies and techniques in preparing written submissions
- what should and should not be included
- the most effective approaches
• How to make oral submissions effectively
The Comprehensive Guide to Handling a Family Law Case
2:45-3:00
Title:
Refreshment Break
Firm/Company:
3:00-4:00
Practice Area:
The Trial: Making Your Case (Demonstration)
Address:
I will attend:  On site  Via webcast (single viewer)
Unable to attend? Please contact us to order the Materials/Program Archive.
Name:
Judge
The Hon. Justice Francine E. Van Melle
Ontario Superior Court of Justice
City:
Prov:
Telephone:
Fax:
Counsel
Julie K. Hannaford, J K Hannaford Barristers
Email:
Stanley P. Jaskot, Jaskot Family Law Barristers
 Delete me from your mailing list
Most family lawyers will agree that a critical point at trial is the
 Add me to your mailing list
Postal Code:
Priority Service Code
(from mailing label below)
1
 I do not wish to be contacted by e-mail
4
2 9 O L
examination and cross-examination of the key parties. In this
Payment Options
session, experienced counsel will demonstrate. You will learn:
 Cheque enclosed (payable to York University — HST# R119306736)
• Techniques to advance the theory of your case
 Bill my credit card:
 VISA
 Mastercard
• Effective ways to elicit favourable facts from a witness
Card#
Expiry:
• How to handle your witness
• The proper way to attack the opposing side’s case through
effective cross-examination
• Ways of dealing with a difficult witness
• To anticipate the attack in cross-examination
• The ethical considerations all practitioners need to understand
Signature:
Payment amount: $
4:00
Program Concludes
Fee Per Delegate
$525 plus HST for a total of $593.25.
Fees include attendance, program materials, continental breakfast,
lunch and break refreshments. Group discounts are available. Visit
www.osgoodepd.ca for details. Please inquire about financial assistance.
Date & Time
Location
October 2, 2014
Osgoode Professional Development
Downtown Toronto Conference Centre
1 Dundas St. W., 26th Floor
Toronto, ON M5G 1Z3
9:00 a.m. to 4:00 p.m. EDT/EST
Osgoode Professional Development has been approved as an
Accredited Provider of Professionalism Content by The Law Society
of Upper Canada.
CPD Credits
LSUC (ON) CPD: 6.25 CPD Hours (5.25 Substantive, 1.0
Professionalism); BC/Manitoba/Saskatchewan/NWT/Nunavut/Yukon/
Quebec/New Brunswick and PEI: 5.75 CPD/MCLE credit hours towards
professional development requirements; NSBS CPD: 6.0 credit hours;
NY CLE Board (on-site participants only): 6.5 credit hours in the Area
of Professional Practice for transitional and non-transitional lawyers.
Also eligible for CLE/Insurance Premium Credits Program offered
by the Law Society of PEI and for Alberta CPD credit with the Law
Society of Alberta. Questions? E-mail: [email protected] or refer
to the program website.
4
Convenient
Ways
to Register
1. MAIL your registration form to:
Osgoode Professional Development
Downtown Toronto Conference Centre
1 Dundas St. W., 26th Floor
Toronto, ON M5G 1Z3
2. ONLINE at
www.osgoodepd.ca
3. FAX your registration
to 416.597.9736
4. CALL US at 416.597.9724
or 1.888.923.3394
Please arrive a half hour early
for sign-in and material pick-up.
Dress is business casual.
Program Changes
Cancellations and Substitutions
We will make every effort to present
the program as advertised, but it may
be necessary to change the date,
location, speakers or content with little
or no notice. In the event of program
cancellation, York University’s and
Osgoode Hall Law School’s liability is
limited to reimbursement of paid fees.
Substitution of registrants is permitted
at any time. If you are unable to find
a substitute, a full refund (less $75
administration fee) is available if a
cancellation request is received in
writing 5 days prior to the program
date. No other refund is available.

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