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Estate Planning Council of CANADA

Upcoming events

    • December 01, 2021
    • 3:00 PM - 4:00 PM (EST)

    Multinational individuals will most often focus on income tax consequences of multinational activities; this approach risks minimization of transfer tax consequences. Non-resident individuals directly owning United States–situated assets face statutory exposure to United States transfer taxes. Given minimal exclusion amounts ($60,000 for estate tax purposes) and tax rates quickly reaching 40%, exposures in this context are enormous.

    This program will cover the classification of individuals for transfer tax purposes and the scope of assets to which United States transfer taxes are applicable. The program will then discuss tax assessment, categories of exempt assets, and estate and gift tax treaty interplay with statutory rules.

    Registration $15 - Limited complimentary registration for first-time guests. 

    No charge for EPC Canada Members.

    Patrick is a partner with Culhane Meadows, and practices exclusively in the area of international taxation.  Patrick works both with international-domiciled individuals and businesses entering the United States market and United States taxpayers with international connections. His diverse international tax background –previously having been a partner both at a law firm and an accounting firm – gives him a full understanding of the tax complexities posed by multinational connections, and his familiarity with the minutia of international tax law allows him to optimize tax results for his clients.  Patrick holds a Juris Doctorate from Vanderbilt University Law School and a LL.M. from New York University School of Law.

    Patrick assists individual clients in areas including residency planning, asset ownership structuring, and minimization of global income tax bills for foreign-sourced income items.  For businesses, Patrick’s representation covers an extensive scope of multinational transactions, including classification of foreign entities, options for structuring multinational transactions, and minimization of American anti-deferral tax mechanisms.  Patrick assists his clients in all areas where their international ties are a relevant factor.

    • December 09, 2021
    • 3:00 PM - 4:00 PM (EST)
    • Virtual

    It is important for the estate planning lawyer to be culturally competent because our client base is increasingly diverse. We will discuss the differences between cultural sensitivity and cultural competence  and explain why these skills are essential elements of effective estate planning. In addition, the presentation will provide practical guidance as to how advisors may best address sensitive cultural topics with their clients.      

    Registration $15 - Limited complimentary registration for first-time guests. 

    No charge for EPC Canada Members.

    Presented by Rahael Tachie

    Senior Counsel - Legal advisor and people manager in the retail banking, wealth management and life insurance space.

    Gowling WLG is a multinational law firm formed by the combination of Canada-based Gowlings and UK-based Wragge Lawrence Graham & Co in February 2016, in the first multinational law firm combination co-led by a Canadian firm. Gowling WLG moves ranks at number 16 in The Lawyer UK 200 2019.

    • December 15, 2021
    • 2:00 PM - 3:30 PM (EST)
    • Zoom

    Curious about how to navigate social media or gain followers?  Join us for this Advisor workshop event. Be ready to turn on your camera - meet fellow Estate Planners and discuss the challenges of professional services marketing and learn best practices.

    A Members Only Event

    • January 13, 2022
    • 3:00 PM - 5:00 PM (EST)
    • Virtual

    We will take a closer look at Long Term Care, the different types, and the problems of access and cost with Pat Armstrong, Distinguished Research Professor at York University and Author of "A Place To Call Home - Long Term Care in Canada".  Jan has also been a spokesperson on the state of LTC during the Covid crisis.

    Neela White, FCSI, CIWM, CIM, CPCA, EPC, CEA - Portfolio Manager  with Raymond JamesCertified Professional Consultant on Aging and Certified Patient Navigator will talk about her own family's experience with LTC and conversations that advisors can have with their clients about steps to take to help prepare and educate their clients about the various choices.  No one wants to plan for their parents becoming incapacitated or their own personal health decline, but it has never been as crucial and important to do so as it is now.  We all want to maintain our autonomy, and independence as long as possible. 

    Registration $15 - Limited complimentary registration for first-time guests. 

    No charge for EPC Canada Members.

    • January 27, 2022
    • 3:00 PM - 4:15 PM (EST)
    • Virtual

    Learn about the many steps that an Estate Planner may follow in supporting a client's art and collectibles ultimate disposition while avoiding common mistakes.

    From discovery and goal setting questions, to design and execution of planning solutions, to preservation  and optimization of value transfers to the next gen or to a Museum. 

    We will touch on recurring issues and gaps that collectors should be aware of and attend to while alive (discussions with family about the art collection, cataloguing and raisonnes building, insurance and valuation, storage and condition reports, as well as contracts and Letters of understanding/undertakings with galleries or museums) and estate strategies (Testamentary bequests, multiple wills, trusts, holding companies-LLCs where beneficiaries will own an interest instead of art piece, private museums and post-mortem auctions or donations et Alia). 

    Registration $15 - Limited complimentary registration for first-time guests. 

    No charge for EPC Canada Members.

    Sara Adami-Johnson, Esq, Ph.D, TEP, CFP

    Director, Wealth Planning - BMO Private Wealth

    Sara has an LL.B., from the University of Milan, Italy (major in European Anti-Trust Law); LL.M. in European Business Law (major in European Securities and Banking Law)- PALLAS consortium of European Universities; LL.M in US Law, Antonin Scalia Law School, Mason University, Virginia, USA.; a Ph.D. in International Business Management, with a thesis in the field Behavioural Economics, Positive Organizational Behavior on the topic of Employee Engagement from the International School of Management, Paris, France.

    Called to California State Bar March 2021.
    Accredited TEP, CFP, CSC, PFPC, CSA and Options & Derivatives Qualified Trader. Affiliate member of the CFA Society and CFA Vancouver and Okanagan Chapter, active member of STEP Canada, Kelowna Chapter; Kelowna Estate Planning Society and UBCO Gift Planning Society; student member of CBA and active member of ABA. I am an honorary global advisory board member of the American Academy of Financial Management and member of the board of directors of the International Academy of Management and Business and Third Space Life Charity. 

    Fluent in English and Italian with working knowledge of French; I study, write, lecture and publish papers on art law and planning, global economic, legal, digital assets and wealth planning topics. Before coming to Canada, I was trained in the UK and worked for the Dutch Central Bank. 

    • February 24, 2022
    • 3:00 PM - 4:15 PM (EST)
    • Virtual

    Any successful estate plan whereby the next generation has been introduced into the corporate structure for private companies should contemplate a unanimous shareholders’ agreement as the final step. This sets out the rights and obligations of the shareholders as they relate to each other and the subject compa- ny. From an estate-planning perspective, it also serves as a “family constitution” for future generations once Mom and Dad are no longer in the picture. That way, having a “rule book” as to how the business should be run could potentially avoid any sibling in-fighting, which only serves to hurt the business in the long run.

    Samantha Prasad is a Partner in Minden Gross LLP’s Tax Group. Her practice focuses primarily on corporate international and high net worth tax planning.Samantha’s clients vary from multi-national corporations to family business owner/managers. As such, her practice is varied to include tax aspects of corporate finance, corporate reorganizations, mergers and acquisitions, as well as comprehensive business succession planning and international structures.

    Registration $15 - Limited complimentary registration for first-time guests. 

    No charge for EPC Canada Members.

    • March 10, 2022
    • 3:00 PM - 4:15 PM (EST)
    • Virtual

    Join us for a special conversation with Economist Stephen Poloz, former Governor of the Bank of Canada from 2013–2020. 

    Mr. Stephen Poloz's biography highlights 40 years of experience in financial markets, forecasting, and economic policy, including 35 years in the public sector.

    Stephen is also the author of the upcoming book titled The Next Age of Uncertainty: How the World Can Adapt to a Riskier Future that maps out the powerful economic forces that are shaping our future and the ideas that will allow us to master them.

    Prior to joining the Bank of Canada, Stephen spent 14 years at Export Development Canada, as Chief Economist (1999-2008), Head of Lending (2008-2011) and finally as President and CEO (2011-2013). He also spent four years at BCA Research, where he was Managing Editor of the International Bank Credit Analyst, one of their flagship publications.

    Registration $15 - Limited complimentary registration for first-time guests. 

    No charge for EPC Canada Members.

Past events

November 23, 2021 Year End Tax Update
November 17, 2021 The Changing Landscape of MidLife and What it Means for Future Planning
November 09, 2021 Cross-Border Planning and International Estate Governance Issues
October 28, 2021 New Perspectives on Charitable Giving
October 14, 2021 Understanding Capacity Assessments and Their Limitations
September 30, 2021 How Do You Use Beneficiary Designations In Estate Planning?
September 16, 2021 Corporate Insurance Transfers + Resulting Trusts
August 25, 2021 Emotional Intelligence for Successors
July 28, 2021 Summer Book Camp - Marketing
July 21, 2021 Adventures in Publishing - Canada's Best Selling Estate Planning Author
June 22, 2021 Summer Networking Event for Estate Planning Council Members
June 17, 2021 A Day in the Life of UBC Planned Giving and Estate Administration Professionals
June 03, 2021 Transition Planning For A Family Farm Business
May 20, 2021 A Collaborative Approach to Estate Planning - How does it all work?
May 06, 2021 Aging In Place - A Plan To Live
April 22, 2021 Embracing Technology– The Latest Advances in Estate Planning For Your Practice
April 08, 2021 Banton Trusts – Predator Proof Your Legacy
March 25, 2021 Stacking Lifetime Capital Gain Exemptions Using a Trust - the good, the bad, and the ugly
March 11, 2021 The Spiritual Practice of Estate Planning
February 18, 2021 Health Care Decision Making: Legal Rights of People Living with Dementia
February 04, 2021 2021: Anticipating A Tidal Wave of Insolvencies --- How Will Your Clients be Affected?
January 21, 2021 How Do You Build Your Practice and Specialize in High Net Worth Clients?
January 07, 2021 Do Your Clients Have U.S. Assets & Investments?
December 10, 2020 Pension Lump Sum Settlements
November 26, 2020 How to Safeguard Your Senior Clients from Investment Abuse
November 18, 2020 Healthy Aging - Discover Yoga Event for Advisors
November 05, 2020 Mom, Dad & The Oldest Daughter
September 24, 2020 Older and Vulnerable Clients - the Emerging Regulatory Landscape in Canada
July 23, 2020 A Gerontologist's Guide on Care Homes and Planning for Choice
July 16, 2020 Best Practices Session - Innovative Virtual Ways to interact with clients
June 19, 2020 Prescribed Rate Lending / Income Splitting

About EPCC

We promote education, referrals and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning through our members and their firms.  

We link and support Estate Planners across Canada and represent a global community online.

More Information

Contact - info@epc-canada.org

1771 Robson Street, Unit 212
Vancouver, Canada, V6G 1C9

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