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Estate Planning Council of CANADA

Upcoming events

    • May 26, 2022
    • 1:30 PM - 4:00 PM (EDT)
    • Virtual

    We ALL negotiate, ALL the time!   The number one most common mistake is that people don’t realize when they are negotiating.

    The game has changed and the information age demands a new set of competencies to achieve success.  

    Negotiating skills are becoming more important day by day.

    The faster the rate of change, the greater the need to Negotiate… everyone is challenged to constantly update agreements, strategies, priorities, policies, procedures, systems, teams, work roles, life roles and more.

    Four Crucial Questions:

    •   How effective of a negotiator are you?
    •   What are your strengths and weaknesses as a negotiator?
    •   What is your lack of skill in this area costing you?
    •   What do you intend to do about it?

    Negotiating isn’t just about sales – you need a realistic and effective approach to master all the on-going relationships you have – both at work and in life.

    2.5 hour workshop.

    Greg Campeau teaches professional advisors timeless leadership principles and truths for both personal and organizational effectiveness. Greg delivers strategies and solutions that support stability in the “white water world” of the 21st Century.

    Since founding Campeau Learning in 1991, Greg to continues to instruct courses at BCIT, APEGBC (Professional Engineers) and CPA Canada and many of Canada's top Corporations. He is a favourite with new CPABC Graduates who complete his Leadership program.

    Registrants receive an e-copy of Greg's new book:  "Leading From Everywhere"

    Registration $75 

    No charge for EPC Canada Members

    • June 01, 2022
    • 2:00 PM - 3:30 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.

    • June 09, 2022
    • 2:00 PM - 3:30 PM (EDT)
    • Virtual

    The presentation will include a discussion about Cross-Border Estate Planning and the four distinct US taxes to be aware of including Income Tax, Gift Tax, Estate Tax and Generation Skipping Transfer (GST) Tax and how and when they are applicable to Canadians who are either non-resident or resident in the US.  It will also include a comparison of how the US imposes an Estate Tax as opposed to a Capital Gains tax at death as Canada does. 

    Concrete examples will be used to illustrate the imposition of US Estate Tax on Canadians not resident in the US who own property in the US as well as the US/Canada treaty relief that is available to such Canadian owners of US property.  Ownership strategies will also be discussed to illustrate how probate can be avoided in the US and how property in the US can be structured to be characterized as non-US situs property for tax purposes. 

    David Luzon, Partner - Barclay Damon LLP New York.  David is a trust and estate and wealth planning attorney with over 20 years of experience. His clients include individuals and families with domestic and cross-border estate, trust, and business succession planning and administration matters. He also represents large institutional executors and trustees, individual fiduciaries, and sometimes beneficiaries in estate and trust accounting and administration matters, and he provides general fiduciary representation. 

    David advises on asset-protection planning, dynasty-trust planning, and elder law. He counsels clients in estate, gift, generation-skipping transfer, income-tax, and Medicaid- and retirement-benefits planning; charitable-giving techniques; and guardianship matters.

    He has extensive experience preparing estate planning documents, including wills, trusts, powers of attorney, health care proxies, and other documents. He advises on structuring family limited partnerships, LLCs, and corporations for liability protection and transition of ownership. He works with business owners on operating, shareholder, and buy-sell agreements to coordinate with the owner’s business and estate planning goals.

    David works closely with individual and institutional fiduciaries on estate and trust administration and settlement matters, including advising them on issues related to exercising proper fiduciary oversight, analyzing beneficiary requests, and protecting against claims against the estate, the trust, and the executor or trustee. 

    Registration $20 

    No charge for EPC Canada Members.

    This event is for professional advisors only.

    • June 22, 2022
    • 2:00 PM (EDT)
    • Virtual

    Michael Maier, Ph.D., CPA, CGA
    Associate Dean, Master’s and Professional Programs Alberta School of Business, University of Alberta 

    Michael Maier is an award winning professor who has been recognized for teaching excellence at the University of Alberta as a two-time recipient of the McKenzie MBA Teaching Excellence Award. He is currently the Associate Dean for Master’s Programs in the Alberta School of Business. He was instrumental in the development of the first graduate degree program in Alberta that is accredited by CPA Alberta leading towards the CPA designation and has taught extensively in masters programs designed for senior level executives. 

    Michael has published in leading accounting and economics journals along with articles in accounting practitioner publications. Current research focuses on technology, cryptocurrency, accounting, banking, and regulatory issues. 

    Registration $20

    No Charge for Estate Planning Council of Canada Members

    • June 23, 2022
    • 1:00 PM - 3:00 PM (EDT)
    • Virtual

    Get up to date Will, Inheritance and Tax Planning information for both UK and non-UK domiciled individuals. We will focus on cross-border estates and those which include business assets and real estate.

    Do you have clients with relatives, property, inheritances or business in the UK? Learn about inheritance tax and planning strategies for residents and non-residents. 2.0 hours

    Presented by

    Tim Cook, Tax Partner - Wilder Coe Ltd - London

    Zahra Kanani - Partner Wills & Tax Planning - Thackray Williams - London

    Registration $35

    No Charge for Estate Planning Council of Canada Members

    • July 13, 2022
    • 12:00 PM - 2:00 PM (EDT)
    • Virtual

    Are you working on a book, workshop, newsletter, blog, website, presentation or education project?  Share ideas, get feedback and inspiration from this small group forum. We had a Summer Book Camp last year and several attendees are now published authors!

    Estate Planning is a great topic - share your expertise and advice with others.

    2.0 hours

    Registration $35

    No charge for EPCC members.

    • August 24, 2022
    • 2:00 PM - 3:15 PM (EDT)
    • Virtual

    Presented by Rick Gendemann, CPA CA

    Manning Elliott LLP,  Accountants and Business Advisors

    Rick Gendemann is the firm’s lead partner, overseeing and advising on family business transition services and is on the Board of Directors for CAFA.

    Rick works extensively with family-owned enterprises, providing them with business advisory and business transition planning services. Rick is a graduate of the Institute of Family Enterprise Advisors program, which provides a comprehensive education in knowledge and best practices in family enterprise advising.

    He is a regular contributor and presenter of business transition strategies. Rick also works with business owners in helping them to grow and build business value.

    Rick has an extensive background and experience in the areas of estate tax and wealth transfer planning. He is a regular contributor and presenter of estate planning options and related tax topics to various organizations. Rick is also a member of the Abbotsford Estate Planning Council. His tax and estate planning expertise allows him the opportunity to provide creative planning strategies in an ever-changing tax environment to our clients. 

    Registration $25

    No Charge for Estate Planning Council of Canada Members

    • September 15, 2022
    • 2:00 PM - 3:15 PM (EDT)
    • Virtual

    Portfolio manager Geoff Saab will address some of the personal challenges entrepreneurs face post-exit, as well as issues created by significant change in the nature of their wealth.  The author of “Low Risk Rules: A Wealth Preservation Manifesto” will share stories and answer these questions:

    What are common experiences shared by entrepreneurs after a liquidity event?

    Is it worth setting up a Family office?

    What is the difference between the mindset of entrepreneur and investor?

    Geoff Saab is a wealth manager who has held various positions in tax, estate planning, and insurance, and now serves clients as a portfolio manager at Doherty & Associates Investment Counsel based in Ottawa. Geoff is a Chartered Financial Analyst, Chartered Accountant, Certified Financial Planner, and certified Trust & Estate Practitioner. He spent over a decade working in a single family office, advocating directly on behalf of his clients. With his unique experience of working as both a wealth management industry insider and outsider, he has gained a deep understanding of how the industry works (and doesn't work) for clients.

    Registration $25

    No charge for EPCC Members.

    • September 29, 2022
    • 2:00 PM - 3:15 PM (EDT)
    • Virtual

    Kimberly A. Whaley, founding partner of the boutique, Whaley Estate Litigation Partners (WEL Partners). Practicing Dispute Resolution in Estate, Trust, Capacity/Incapacity, Powers of Attorney, Guardianship, Dependants' Support, Elder Law & related Wealth Succession challenges.

    WEL PARTNERS -Top 5 Trusts & Estates Boutique Firm in Canada since 2014 as ranked by Canadian Lawyer.

    Kimberly is designated as a Certified Specialist in Estates & Trusts Law by the Law Society of Ontario. She has been peer rated by The Best Lawyers in Ontario & Canada since 2009; Chosen by Lawday Leading Lawyers as one of the top 60 leading lawyers in Estates & Trusts; Lexpert and Chambers ranked.

    Kimberly is Past-Chair of the OBA Trusts & Estates Executive, Elder Law Executive, and honorary member of the CBA Elder Law Executive. Kimberly is also a past member of the OBA Solo, Small Firm and General Practice Executive, the Institute Executive, the Awards Executive, and JUST MAGAZINE editorial Board Executive. She is a registered member of the Society of Trusts and Estates Practitioners (STEP) (worldwide) and is past chair of the STEP (Toronto) Executive. Kimberly is a designated TEP. Kimberly is an honorary member of The Professional Advisory Group of the Baycrest Foundation, and member of the Estate Planning Council of Toronto.

    Kimberly is a co-contributor to the yearly Canada Law Book publication "Key Developments in Estate and Trust Law in Ontario" authoring or co-authoring various chapters since 2008.

    Kimberly co-authored the Canada Law Book publication "Capacity to Marry and the Estate Plan" The Cartwright Group Ltd. 2010. Kimberly has many related publication and journal articles.

    Kimberly was awarded the Hoffstein Book Prize Award in 2009, recognizing contributions and achievements by Members of the OBA in Wills, Trusts and Estates. Kimberly received a Special Lecture Award from Queens University Law School 2003.

    Kimberly has taught at Queen's University, Western University, University of Toronto, as well as Osgoode, and contributes to Continuing Legal Education programs for lawyers, professionals, and the community.

    Registration $25

    No charge for EPCC Members.

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

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 through our members and their firms.  

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

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