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Estate Planning Council of CANADA

Upcoming events - scroll to bottom of page for past events

    • 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

    Link to book: https://www.amazon.ca/Dont-Leave-Mess-Disaster-Proof-Family/dp/1544536666


    Registration $35

    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)
    • Virtual / Live Online Event / Recording Available

    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


    Registration $35

    No charge for Estate Planning Council of Canada Members

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

    Membership Information

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

    In this presentation, Blair Botsford, will examine the legal basis for requiring fiduciaries such as executors, trustees, attorneys for property and guardians of property, to account for their financial and other decisions as well as the required form of financial accounts. Blair will also discuss who is entitled to request an accounting and when. Finally, Blair will provide some tips and tricks to help fiduciaries stay onside.

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

    • October 10, 2024
    • 2:00 PM - 3:00 PM (EDT)
    • Virtual / Live Online Event / Recording Available Time zone

    • October 24, 2024
    • 2:00 PM - 3:00 PM (EDT)
    • Virtual / Live Online Event / Recording Available

    So how does a firm determine that they are, in fact, qualified to be called a family office?

    A Multifamily Office (MFO) is a specific type of North American wealth management firm, identified by a certain kind of client base, service menu, delivery model, and level of experience that sets it apart from other types of wealth management firms. MFOs serve several unrelated private families (as opposed to Single-Family Offices, which serve an originally-related set of households) and together with scale, deliver a family office experience.

    Presenter, Tom McCullough

    The co-founder, chairman and CEO of Toronto-based Northwood Family Office – which oversees about $2.2 billion of investment assets and $9 billion of family net worth – has spent more than 35 years in wealth management and multi-family office services. He’s written two books on high-net-worth families, and a third one, Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors, released last fall. He also teaches family wealth management at the University of Toronto’s Rotman School of Management.

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

July 10, 2024 Summer Camp - Marketing For Advisors
June 27, 2024 Business Valuations - Case Studies for Advisors
June 13, 2024 Cross Border Couples - Can/US Immigration Issues for Families
May 29, 2024 Estate Planning / Relocating to the Cayman Islands
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 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

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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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