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Estate Planning Council of CANADA

Upcoming events

    • February 09, 2023
    • 2:00 PM - 3:00 PM (EST)
    • Virtual

    Many Canadians are victims of financial fraud, with almost half (46 per cent) of respondents reporting they have fallen victim at some point in their lives, according to the latest survey conducted by CPA Canada. Seniors are particularly targeted and very vulnerable.

    Learn about new scams to look for and where to report if you’ve experienced a fraudulent incident. What to do and where to go – we have the tools and education for you and your clients - to help prevent fraud.


    D/Sgt. Lynn Danis

       Canadian Anti-Fraud Centre (CAFC)

       Anti-Rackets Branch, Ontario Provincial Police

    Lynn Danis has a Degree in Criminal Justice with a minor in Native Studies and has been with the OPP for 15 years. Lynn has worked in general duties, traffic services, major crimes, was a liaison for hate crimes and victims’ services and was a regional intelligence coordinator. She has been working with the Canadian Anti-Fraud Centre’s operational support unit under the OPP’s anti-rackets branch since 2015. Lynn is currently a detective Sergeant, team lead with the OPP and police liaison for the CAFC. 

    Nancy Cahill

       Intelligence Researcher/Profiler

       Canadian Anti-Fraud Centre (CAFC)---

    Registration $25

    No Charge for Estate Planning Council of Canada Members

    Guests are welcome - this event is for Professional Advisors only.

    Membership Information

    • February 15, 2023
    • 12:00 PM - 1:30 PM (EST)
    • Virtual

    Do you have clients with relatives, property, inheritances or business in Germany? Learn about inheritance tax and planning strategies for residents and non residents.

    Part 1: German Inheritance Law

    • Applicability of German inheritance law: Significance of last habitual residence and choice of law
    • Splitting the estate in the case of foreign real estate
    • Recognition of foreign wills/inheritance contracts
    • German law on compulsory portions
    • The Ordre Republic reservation in the absence of a right to a compulsory portion

    Part 2: German Inheritance Tax

    • Inheritance tax liability (Unlimited inheritance tax liability for German residents, extended unlimited inheritance tax liability, limited inheritance tax liability on domestic assets)
    • Inheritance tax allowances and tax rates
    • Exemption amounts for business assets
    • Double taxation in international inheritance cases, as only few DTAs exist
    • Tax treatment of foreign trusts and foundations


     Dr. Marcus Niermann, Attorney-at-Law, Tax Advisor, Senior  Associate / Berlin


     Erik Muscheites, Tax Advisor, Senior Associate / Frankfurt

    POELLATH - P+P Pöllath + Partners - www.pplaw.com


    Registration $35 - 1.5 hours

    This is a joint event with the International Estate Planning Council

    No Charge for Estate Planning Council of Canada Members

    Guests are welcome - this event is for professional Advisors only.

    Membership Information

    • February 23, 2023
    • 2:00 PM - 3:00 PM (EST)
    • Virtual

    Without tax planning, your clients may encounter a double—and sometimes tripletax burden. If you have clients who own Canadian private company shares, make sure they pre-plan for post-mortem tax issues. Without a tax-efficient strategy, most of their hard-earned corporate dollars could be paid to the taxman instead of to intended estate beneficiaries.

    At death, taxes can be triggered at three levels: personal or terminal, corporate and estate.

    Michelle D. Coleman, CPA, CA, TEP, CEA, explains the tax consequences—and how to avoid them.

    Michelle  is a Partner in MNP’s Domestic Specialty Tax group in the Edmonton Office. Her focus is Trust and Estate Planning.  She joined MNP in 2010 and assists clients with a variety of taxation services including corporate and individual tax planning and compliance, corporate reorganizations, retirement and estate planning and Canada Revenue Agency audits and appeals. 

    She is an Associate Member of the Society of Trust and Estate Practitioners (STEP), member of the Executive of the Edmonton Branch of STEP,  member of the Estate Planning Council of Edmonton, and Edmonton Chapter of the Certified Executor Advisor Network (CEAN). 


    Registration $25

    No Charge for Estate Planning Council of Canada Members

    Guests are welcome - this event is for Professional Advisors only.

    Membership Information

    • March 15, 2023
    • 2:00 PM - 3:00 PM (EDT)
    • Virtual

    Meet fellow members from across Canada and join our lively forum!  We will do some small group breakouts and also round table discussion on challenges for Advisors.

    • March 23, 2023
    • 2:00 PM - 3:00 PM (EDT)
    • Virtual

    Stephanie Dean, BA, CFP, FCSI, CIWM 

    Manager, Financial Literacy

    RBC Wealth Management | Family Office Services  

    Aileen Battye, LL.B, TEP 

    Vice President, Philanthropic Advisory Specialist, RBC Wealth Management Services

Past events - Members can login to the website to access these recordings

January 26, 2023 Guide to Advance Care Planning
January 12, 2023 All About Estate Planning - Super Event
December 13, 2022 Member's Holiday Social
December 08, 2022 Who Is The Spouse and Why Is That Important? A Look At Definitions Across Canada
November 30, 2022 Estate Planning for Clients With Ties to Hong Kong
November 23, 2022 Practical Valuations for Estate Planners
November 08, 2022 Gifting Private Company Shares
October 27, 2022 An Accountant's Perspective of Estate Planning & Overview of Estate Tax Returns
October 19, 2022 Member Networking Event
October 13, 2022 The Basics (and not so basics) Of Trusts
September 29, 2022 Preparing for Estate Mediation
September 15, 2022 After The Exit: How Entrepreneurs Transition To The Next Stage
August 24, 2022 Estate Planning & Structuring Opportunities to Minimize Tax
July 13, 2022 Summer Camp - For Estate Planning Creatives
June 23, 2022 UK Inheritance Tax and Estate Planning
June 22, 2022 The Basics of Crypto Currency and Taxation
June 09, 2022 Cross Border Estate Planning and Tax Overview
June 01, 2022 Members Networking and Forum
May 26, 2022 Negotiation Skills Workshop
May 12, 2022 The Big Picture on Investor Attitudes and Expectations
May 04, 2022 2022 Budget and Economic Update
April 28, 2022 Working When Older - Pension Related Q & A
April 07, 2022 Inclusive Investing - Canadian Centre for Elder Law
March 30, 2022 Is Crypto another .Com? International Planning for Crypto Assets
March 24, 2022 The Family Constitution - The Missing Link
March 10, 2022 How The World Can Adapt To A Riskier Future
February 24, 2022 Talking About Insurance - with an Actuary
February 10, 2022 Avoiding Probate: A Cross-Canada Toolkit
January 27, 2022 Estate Planning for Art & Collectibles
January 13, 2022 Long Term Care - The Good and The Bad
December 15, 2021 Member Social Event - How to be an Influencer
December 09, 2021 Culturally Sensitive Estate Planning
December 01, 2021 Estate Planning for the US & International Client
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 cross-education, referrals and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning and share Estate Administration best practices.

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

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