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Estate Planning Council of CANADA

Upcoming events - scroll to bottom of page for past events

    • April 25, 2024
    • 2:00 PM - 3:00 PM (EDT)
    • Virtual / Live Online Event / Recording Available
    Register

    This session will explain the treatment of human reproductive material and technology in the context of an estate. Specifically, we will explore what this material is, who owns it, how it can be used and by whom after the death of a donor.

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    Challenges arise when stakeholders have conflicting interests in the deceased’s reproductive material and any resulting children. Carol will walk through these conflicts, possible resolutions for clients and best practices for planning.

    Presenter:

    Carol Willes, B Comm, LLB, MBA, LLM, TEP

    Director Estate Planning, BMO Private Wealth

    Carol brings over 30 years of legal experience with 14 years of dedicated wealth and estate planning expertise to her role. Carol came from a combination of private practice in law and consulting for clients from Asia to Europe in the areas of business structuring, succession planning and financing. She has taught both undergraduates and executives at the Queen’s University School of Business and Faculty of Law, in the fields of international business, law and ethics and most recently taught Wills and the Law of Succession to upper year law students at the University of Ottawa.

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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


    • April 30, 2024
    • On Demand - Recorded Sessions & Related Materials
    Register

    For the first time ever, we are opening our Library of estate planning seminars for Advisors who want to choose their own topics and create a personalized bundle for professional development.  Choose five sessions from over 25 events presented during the last year.  All video recordings and related materials are included.

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    Purchase the package now - this offer is only available until the end of April.  You then select 5 from the list of titles below, and have the rest of 2024 to view.

    Advance Care Planning - The Sandwich Generation

    Business & Life Insurance: Entrepreneurial Risk Management

    Pros & Cons of Co-ownership Agreements / Multi-Generational Housing Strategies

    The Two Pillars of Corporate Trust Business

    The Risks and Opportunity Of Working with Vulnerable Clients

    Selected Cross Border Financial, Tax & Estate Planning Issues 

    Estate Planning for Families with Ties to Mexico

    Charting a Path to Minimize Potential Retirement Risks -

    Year End Tax Update with Jamie Golombek

    Medical Assistance in Dying - Old and New Challenges

    Digital Assets and Your Estate: Is Your Estate Plan Complete?

    Tips For Dealing With Trusts From Different Canadian Jurisdictions

    Indigenous Trusts, Wills & Estates

    Quebec Successions in Civil Law + Estate Planning for France

    Planning for the Future of Someone with a Disability

    The Estate Freeze - Pitfalls, Thoughts & Opportunities

    Income Tax Planning for Farm Succession

    Navigating Donor Advised Funds in Estate Planning

    Estate Planning for Clients with Ties to India

    Maximizing Estate Value: A Comprehensive Guide to Estate Bonds

    Exploring Technology – New Resources for your Estate Planning Practice

    CDIC and Deposit Insurance Protection for Deposits Held in Trust

    International Asset Tracing: An Investigator's Perspective

    Transferring Values Before Transferring Wealth

    A Day in the Life of a Professional Executor

    German Inheritance Law and Tax

    How To Fight Fraud & Current Trends in Scams and Frauds

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    For Professional Advisors only $99

    Estate Planning Council of Canada Members have free access to all presentations in our Library

    Membership information: Membership

    • May 09, 2024
    • 2:00 PM - 3:00 PM (EDT)
    • Virtual / Live Online Event / Recording Available
    Register

    Join us for an insightful webinar where we delve into real-life estate planning cases, highlighting mistakes and unforeseen changes, and offering strategic solutions. In the world of large or complex estates, single-perspective planning often leads to unraveling complexities. 

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    We will examine several cases where comprehensive planning perspectives, including legal, accounting, financial planning, succession planning, philanthropy, insurance, and more, were crucial. Discover how integrating these perspectives can remedy or enhance estate plans, ensuring long-term success and security for a family legacy.

    Presenter

    Brad Jesson, CPA, CA, CIM - Principal, Northwood Family Office

    Brad is a member Northwood’s family office advisory group, working with families in the areas of goals based financial planning, investment management, tax planning, and next generation education.

    In addition to his work with families, Brad is actively involved with Northwood next generation education and regularly contributes to Northwood's Thought Leadership Newsletter. 

    Prior to joining Northwood, Brad worked as a Director a single-family office in Toronto, where he was responsible for the financial planning and reporting, investment management and taxation for the family office. Prior to that, he was CFO for BAMSS Group of Companies, a large privately owned family business in Alberta. Brad also worked at Mowbrey Gil – a mid-sized CPA firm – as a Senior Manager where he focused primarily on tax planning for individuals and privately held businesses.

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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

    • May 15, 2024
    • 2:00 PM - 3:00 PM (EDT)
    • Online / Virtual
    Register

    Meet fellow members from across Canada and join our lively forum!  We will do some round table discussion on Cross Border Clients. One hour.


    Please be prepared to turn your camera on and join the group. See you there! For Estate Planning Council of Canada Members only.

    Discussion Hosts - TBA


    • May 23, 2024
    • 2:00 PM - 3:00 PM (EDT)
    • Virtual / Live Online Event / Recording Available
    Register


    Kevin Wark, LL. B., CLU, TEP

    Managing Partner, Integrated Estate Solutions

    Kevin is the Tax Advisor for the Conference for Advanced Life Underwriting (CALU). He has written and spoken extensively on taxation and estate planning topics. He is the author of the best-selling consumer book entitled The Essential Canadian Guide to Estate Planning (3rd Edition) as well as The Essential Canadian Tax Guide Series on Insured Buy-Sell Arrangements, Life Insurance Transfers and Income Splitting Planning (2nd Edition) (available on Amazon.ca).

    Kevin is the Editor-in-Chief of the CALU Report and a contributes articles for Advisor.ca and Insurance Planning (Thomson Reuters). He is frequently interviewed and quoted in a number of financial publications on issues relating to tax and estate planning including the Globe and Mail. 

    Kevin is a member of the Canadian Tax Foundation, Canadian Bar Association and the Society for Tax and Estate Practitioners. 

    Link to Kevin's Book: https://www.amazon.ca/Essential-Canadian-Guide-Income-Splitting/dp/1777526361

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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

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

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

    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


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


    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.


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


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

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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