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Estate Planning Council of CANADA

Upcoming events - scroll to bottom of page for past events

    • October 12, 2023
    • 2:00 PM - 3:00 PM (EDT)
    • Virtual
    Register

    Caution: Travelling Trusts.  Advising trustees and beneficiaries of existing trusts can be a mine field for the practitioner who fails to consider the governing law of the trust.  Trusts are complicated. This session will provide tips on what to look for when reviewing a trust from another Canadian jurisdiction.


    Fiona Hunter, Partner - Horne Coupar LLP

    Fiona Hunter enjoys assisting clients in avoiding disputes in estates through careful planning with a particular emphasis on trusts. Fiona has a Masters of Law in trusts, and has written extensively about them and other estate planning matters. She teaches professional development and has been an adjunct professor at the University of Victoria law school.

    She is qualified as an expert in trust law by the Supreme Court of BC. Fiona is also a designated Trust and Estate Practitioner (TEP).

    Author - Drafting Trusts and Will Trusts in Canada, 5th Edition

    This book examines both the general and the technical issues that can arise in this area of the law, and deftly combines advice on the substantive law with useful drafting direction from experts in the field.

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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

    • October 26, 2023
    • 2:00 PM - 3:30 PM (EDT)
    • Virtual
    Register

    How does planning need to change to consider digital assets? Do today's estate plans fall short? We will look at the current estate planning practice, define what is considered a digital asset, what we might be missing, and how best to adapt to include digital assets.


    Dave Madan, Market Lead at Scotia Wealth Management - Scotiatrust, and member of STEP Global’s Digital Asset Special Interest Group’s Steering Committee, will discuss digital assets in estate planning. We will also examine what could happen if we don't include those assets. There will be time for discussion, asking questions, and sharing best practices across the country, so come prepared to explore this exciting topic!

    Presenter:

    Dave Madan, MBA, CFP®, CIM®, PFP®, TEP, FCSI® 

    As a leader in Estate and Trust services, Dave brings extensive experience from the world of wealth management, as well as previous experience from working in tech. Dave has in depth experience in planning, banking, and investment management. He works with a team of skilled advisors to support families through difficult transitions, ensuring the assets, as well as the wishes of the family, is preserved.

    Dave has worked in the financial industry since 2004, and holds his MBA degree. He is a Certified Financial Planner Professional (CFP®), a Chartered Investment Manager (CIM®), a Personal Financial Planner (PFP®), a Trust and Estate Practitioner (TEP), and a Fellow of the Canadian Securities Institute (FCSI®). Dave collaborates with the Canadian Securities Institute chairing the exam review committee to create examination content assisting in the certification of aspiring new Financial Planners, as well as with Advocis, preparing course textbooks and course material for students preparing to write their financial planning exams. He also works with the Society of Trust and Estate Practitioners (STEP), sitting on their global committee for digital assets, helping steer estate practitioners to establish practices that consider digital assets. He joined Scotia Wealth Management, and Scotiatrust in 2018, with now over 15 years in the financial industry.

    Previous to his career in financial services, Dave’s work with Microsoft and Dell consisted of supporting large organizations deploy computer hardware and software in production environments, as well as coding in several different programming languages. Today, he is involved in many different emerging blockchain projects including mining and trading cryptocurrencies.

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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


    • November 01, 2023
    • 10:30 AM - 11:30 AM (EDT)
    • Virtual
    Register

    Meet fellow members from across Canada and join our lively forum!  We will do some round table discussion on Will Storage and Electronic Wills. 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.


    • November 09, 2023
    • 2:00 PM (EST)
    • Virtual

    Dr. Thorpe will briefly summarize the current status of legal, ethical and clinical aspects of medical assistance in dying and touch on some of the more challenging issues, both ongoing and anticipated after March 2023 when medical assistance in dying for sole mental illness becomes legal.  Following this that will be a discussion of the practical matters associated with medical assistance in dying.


    Dr. Lilian Thorpe

    Actively involved in MAID related clinical work (900+ assessments/provisions) , teaching, research and graduate supervision.

    Member, Health Canada MAID Practice Standards Task Group, 2022-

    Member, Canadian Association of MAID Assessors and Providers (CAMAP) team developing national curriculum on assessing capacity and vulnerability, 2021-

    Member, CAMAP Guidelines Working Group on MAiD
    assessments for people with Chronic Complex Conditions 2021-

    Member and co-author, Canadian Association of MAID Assessors and Providers (CAMAP) Capacity Guidelines Working Group, April 2020

    Member, Saskatchewan Health Authority/Saskatchewan Cancer Agency Joint Ethics Committee, May 2, 2020 –

    Member of the (former) Saskatoon Health Region committee which developed the regional MAID policy, 2015-2016

    Royal College of Physicians and Surgeons of Canada, Specialty Committee In Geriatric Psychiatry, March 2011- June 2016

    Founding and Board member until January 2009, Canadian Academy of Geriatric Psychiatry

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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


    • November 21, 2023
    • 2:00 PM - 3:00 PM (EST)
    • Virtual

    We welcome back Jamie Golombek, Managing Director of Tax and Estate planning at CIBC Private Wealth Management, for a fast paced & fact filled look at year end strategies and reminders.

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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


    • December 07, 2023
    • 2:00 PM - 3:00 PM (EST)
    • Virtual

    Michelle Connolly, CPA, CA, TEP, FEA, CFP® & Alex Spence, PFP - Wellington-Altus Private Wealth


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

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
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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