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Estate Planning Council of CANADA

Upcoming events - scroll to bottom of page for past events

    • May 29, 2024
    • 1:00 PM - 2:15 PM (EDT)
    • Virtual / Live Online Event / Recording Available
    Register

    Do you have clients with property or investments in the Caymans? Learn about tax & planning strategies for residents and non-residents.

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    This session will cover the following topics: 

    • Why the Cayman Islands?
    • Departure Planning
    • Residency requirements
    • Structuring options 
    • Planning factors  

    Presenter:

    Anthony specialises in all aspects of non-contentious and semi-contentious private trust and estate matters, wealth structuring for high net worth individuals, institutional trustees and family offices together with all related regulatory work and cross-border succession matters. He has particular expertise in the use of Cayman foundation companies and obtaining grants of probate, letters of administration or resealing foreign grants in the Grand Court of the Cayman Islands.

    Anthony is the current Chair of the Cayman Islands Branch of the Society of Trust and Estate Practitioners (STEP) and has been a long serving member of Council for many years. He also served as Student Liaison Officer for the jurisdiction. Anthony is a member of the Cayman Islands Legal Practitioners Association (CILPA) and is a notary public in and for the Cayman Islands

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    Registration $40

    No charge for Estate Planning Council of Canada Members

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

    Membership Information

    • June 13, 2024
    • 2:00 PM - 3:00 PM (EDT)
    • Virtual / Live Online Event / Recording Available
    Register

    Life can take you in many different directions, especially when love is involved! Join us for a discussion geared toward couples and families with both Canadian and US ties. This presentation will be of interest to dual-national families who regularly face complex estate planning issues, as well anyone looking to retire in a country other than their country of nationality. Hint – there is no ’retirement visa’ in either Canada or the US!

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    Melissa Babel is recognized as a Certified Specialist in the area of Citizenship and Immigration Law by the Law Society of Ontario. Over the span of her career, Melissa has acquired a unique combination of experience that spans all areas of Canadian Immigration law. This range of experience has allowed Melissa to see immigration matters from every angle. This experience will be there to serve you. Melissa is a Foreign Legal Consultant and can advise your family and your business on a full range of U.S. Immigration law issues.

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    Registration $30

    No charge for Estate Planning Council of Canada Members

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

    Membership Information


    • June 27, 2024
    • 2:00 PM - 3:00 PM (EDT)
    • Virtual / Live Online Event / Recording Available
    Register

    Selling a business is best thought of as a process, rather than an event.

    What will be covered:

    1. Analyzing Financial Statements: 
    2. Definition of Value – Fair Market Value vs. Fair Value
    3. Price vs. Value
    4. Case Studies:
      1. Valuation of a Law Firm for a Deemed Disposition (i.e., Departure Tax);
      2. Valuation of an Accounting Firm (i.e., Acquisition Financing);
      3. Valuation of a Grocery Store for a Deemed Disposition (i.e., Date of Death);
      4. Valuation of a Distributor (i.e., Estate Freeze); and
      5. Valuation of a Doctor’s Office (i.e., Acquisition & Capital raise).
    5. Questions and Answers

    Abhishek Mathews is a Principal at Minerva Valuations Inc. and a Managing Director at Enclave Capital LLC. He has been in the financial services industry for over fifteen years, during which he assisted in placing over $400 million in capital and has produced over 500 business valuation reports. He is one of the few business appraisers in North America who has public investment banking experience, taking entities public often while concurrently raising equity or debt capital. He is a member of the Canadian Institute of Chartered Business Valuators, member of the American Society of Appraisers and a member of the CFA Institute. He holds his Series 7, 63, 79, SIE licenses from FINRA.

    Ronald John McKenna, LL.B., is a seasoned estate planning and corporate M&A advisor with a passion for providing comprehensive professional solutions to individuals and businesses. He is a Managing Director at Minerva Valuations, leading its M&A Advisory practice. With a wealth of experience and a commitment to excellence, Ronald is dedicated to guiding his clients through complex matters with clarity and precision. Ronald earned his Bachelor of Laws (LL.B.) degree from the University of Ottawa in 2001, where he developed a strong foundation in legal principles and practices. Throughout his career, he has honed his expertise in estate planning and corporate M&A advisory, specializing in Estate Planning and Corporate M&A Advisory.

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    Registration $30

    No charge for Estate Planning Council of Canada Members

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

    Membership Information

    • July 10, 2024
    • 12:00 PM - 2:00 PM (EDT)
    • Online / Virtual / Recording Available
    Register

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    2.5 hours

    Registration $99

    No charge for Estate Planning Council of Canada Members

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

    Membership Information


    • August 21, 2024
    • 2:00 PM - 3:00 PM (EDT)
    • Virtual / Live Online Event / Recording Available

    Why do clients with significant wealth have difficulty planning their financial affairs and executing decisions that will alleviate messes for their loved ones? Particularly, after they have gone.

    Why does this matter? 

    And what does this mean for you as the professional advisor, whatever your expertise?

    While many industry professionals alike (advisors, lawyers, accountants, portfolio managers, etc.) fall back on the quantitative aspects of planning to help guide their clients, it is rather the qualitative aspects that form the foundation of a truly effective Financial, Wealth, and Legacy plan. It is the values, goals, aspirations, dreams, challenges, and yes, emotions of a client that need to drive where a plan is going, and WHY.

     Join Sandy Pollack, Founder and Lead Advisor of Trimaran Advisory Group, and author of “Don’t Leave a Mess! How to Disaster-Proof Your Family Legacy”, on August 21st, 2024, as she unravels the underlying issues of effective estate planning and the importance of letting your clients unpack, all while handling these difficult conversations with discernment, humility, empathy, and compassion.

    Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P - Trimaran Advisory Group

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    Registration $30

    No charge for Estate Planning Council of Canada Members

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

    Membership Information

    • September 12, 2024
    • 2:00 PM - 3:00 PM (EDT)
    • Ron Hatch │ Solicitor Child and Youth Services, Public Guardian and Trustee BC

    Ron Hatch │ Solicitor 

    Child and Youth Services, Public Guardian and Trustee BC

    Darren Stewart │ Solicitor 

    Estate and Personal Trust Services , Public Guardian and Trustee BC



    • September 26, 2024
    • 2:00 PM - 3:00 PM (EDT)
    • Virtual / Live Online Event / Recording Available

    Presenter:  Blair Botsford - Estates, Trusts, Wills and Incapacity Law.


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

May 23, 2024 Income Splitting - Something Borrowed, Something New
May 15, 2024 Member Forum & Discussion Topic
May 09, 2024 Unveiling Blind Spots: Navigating Holistic Estate Planning and Identifying Potential Pitfalls
April 25, 2024 Estate Planning Challenges and Human Reproductive Technology
April 11, 2024 Due Diligence on Registered Charities in Canada
March 21, 2024 Advance Care Planning - The Sandwich Generation
March 07, 2024 Business & Life Insurance: Entrepreneurial Risk Management
February 22, 2024 Pros & Cons of Co-ownership Agreements / Multi-Generational Housing Strategies
February 13, 2024 Member Networking - Capacity Discussion
February 08, 2024 The Two Pillars of Corporate Trust Business
January 25, 2024 The Risks and Opportunity Of Working with Vulnerable Clients
January 11, 2024 Selected Cross Border Financial, Tax & Estate Planning Issues 🇺🇸
December 18, 2023 Member's Holiday Social - 2024 Planning Discussion
December 13, 2023 Estate Planning for Families with Ties to Mexico
December 07, 2023 Charting a Path to Minimize Potential Retirement Risks - using appropriate retirement planning tools, flexibility and cashflow
November 21, 2023 Year End Tax Update with Jamie Golombek
November 15, 2023 Information Session
November 09, 2023 Medical Assistance in Dying - Old and New Challenges
November 01, 2023 Member Networking / Discussion - Will Storage & Electronic Wills
October 26, 2023 Digital Assets and Your Estate: Is Your Estate Plan Complete?
October 12, 2023 Tips For Dealing With Trusts From Different Canadian Jurisdictions
October 04, 2023 Member Networking - UHT Discussion
September 28, 2023 Indigenous Trusts, Wills & Estates
September 20, 2023 Quebec Successions in Civil Law + Estate Planning for France
September 14, 2023 Planning for the Future of Someone with a Disability
August 23, 2023 The Estate Freeze - Pitfalls, Thoughts & Opportunities
July 12, 2023 Summer Camp: Email Management For Advisors
June 22, 2023 Income Tax Planning for Farm Succession
June 14, 2023 Member Networking Event
June 08, 2023 Navigating Donor Advised Funds in Estate Planning
May 31, 2023 Estate Planning for Clients with Ties to India
May 25, 2023 Maximizing Estate Value: A Comprehensive Guide to Estate Bonds
May 11, 2023 Exploring Technology – New Resources for your Estate Planning Practice
April 20, 2023 CDIC and Deposit Insurance Protection for Deposits Held in Trust
April 06, 2023 International Asset Tracing: An Investigator's Perspective
March 23, 2023 Transferring Values Before Transferring Wealth
March 15, 2023 Member Networking Event
March 09, 2023 A Day in the Life of a Professional Executor
February 23, 2023 Double and Triple Taxation Risk on Death of a Business Owner
February 22, 2023 Information Session
February 15, 2023 German Inheritance Law and Tax
February 09, 2023 How To Fight Fraud & Current Trends in Scams and Frauds
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

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

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



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