Everyone is looking for reliable, tax-efficient cash flow throughout retirement. This session will highlight approaches that continue to adapt well to client situations for 2025 and beyond.

Areas to be discussed:

• RRSP Meltdown

• CPP & OAS - changes have made it more significant now

• Individual Pension Plans (IPPs)

• Capital Gains solutions for professional corporation and business owners

• Charitable Giving upon death – points about tax advantages

• Annuities and defined benefit pension plans

• What is financial planning & what is fee-only financial planning?

How you draw your income from your RRSPs, TFSAs, LIRAs, Non-Registered Funds, CPP/OAS and any individual pensions you may have is critical.

If done properly, your income is maximized and your tax is minimized. If not done correctly, you are paying much more tax than necessary.

Presenter: Ken Doll - BA, B.Comm., MA, CFP, CLU, TEP, ICD.D

Ken has been providing financial, retirement and estate planning solutions for 28 years. He has worked with High Net Worth ($2M – $25M) and Ultra High Net Worth ($25M – $100M+) clients, including prominent families, professional athletes (NHL Hockey Players), executives, business owners, professionals, and farmers and ranchers. He has also built financial plans for Canadians across the country, including those with property in the U.S.

Ken’s industry education includes earning the Certified Financial Planning (CFP), Chartered Life Underwriter (CLU) and Trust and Estate Practitioner (TEP) designations, along with having completed the Canadian Securities Course (CSC) and the Canadian Investment Funds Course (IFIC). He holds three degrees from the University of Alberta in business, economics and political science and has completed the Institute of Corporate Directors designation (ICD.D). Ken has also served as an expert witness to the legal community on life insurance matters and conducted presentations on Investments, Insurance, Retirement Income Planning, Financial and Estate Planning and Philanthropy.

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Registration $35 - Recording Available

No charge for Estate Planning Council of Canada Members

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

Membership Information

Meet fellow members from across Canada and join our lively forum!  We will do introductions and also round table discussion on how advisors have traveled with challenges, or as a caregiver or with aging parents.  You can also ask travel related questions to the group. See you there!

Remember how great it is to connect and converse? 

Because when we decide to show up, be real, and meet others, ...pretty cool stuff happens.

No charge / for Estate Planning Council of Canada Members only

In this two-part presentation, we will explore how client services can be improved by staying up to date on legal trends and evolving legal developments in the areas of estate law outside the scope of one’s practice.

We will share insights on how proactive estate planning involves an appreciation of litigation trends and procedure, and vice versa.

In Part I, we will explore how a big picture understanding of the umbrella of estate law can guide proactive estate planning and estate administration. This will include suggestions for estate planning lawyers and other estate professionals involved in estate planning.

Estate law is a vast legal practice area that spans a wide array of legal services revolving around a client’s desire to manage, protect, and efficiently transfer assets from one generation to the next. It encompasses the preparation of essential documents, such as wills, trusts, powers of attorney, and personal directives, to the administration of estates and trusts, both on the death of a testator or the incapacity of a donor. Of course, estate litigation is also alive and well in Canada and continues to be a fast-growing practice area.  Many estate law practitioners in Canada focus their practice on either the solicitor side, with client services focused on planning and administration, while others practice estate litigation, working to advance a client’s goal in court rooms and through alternative dispute resolution processes. 

In Part II (on Jan 23), the presentation will focus on understanding the drafting process, from client intake to signing, provides insights into litigation strategy and advocacy. While this presentation will focus on the provision of estate legal services, we know that we (us lawyers!) could not do it without the many important professional services who make up a client’s estate team, including financial advisors, accountants, trust officers, business succession planners, insurance agents, valuation experts and appraisers, and many more. For this reason, the presentation will also endeavor to identify where under the estate umbrella our teamwork adds value to the client along the spectrum an estate file.

Presenters:

Eleanor Carlson, TEP - Partner, Carbert Waite, LLP

Eleanor assists clients to resolve disputes on the validity and interpretation of wills. She advises clients with respect to estate accounting and handles issues relating to the decisions of executors and conflicts arising from the administration of estates and trusts. Eleanor represents clients in capacity and undue influence estate challenges and dependency claims for financial maintenance and support from estates. She also represents clients in contentious adult guardianship and trusteeship matters.

Gregory J. Kaladeen - Associate, McLeod Law, LLP

Greg's practice has emphasized estate litigation involving executor misconduct, mental incapacity and undue influence issues as well as litigation involving adult guardianship and trusteeship issues. Greg has successfully appeared before the Court of King’s Bench of Alberta and the Court of Appeal of Alberta. While he enjoys making appearances in Court, his passion is helping clients strategize and navigate difficult situations in his practice area

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Registration $35 - Recording Available - $55 for Part I & II

No charge for Estate Planning Council of Canada Members

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

Membership Information

We will explore how client services can be improved by staying up to date on legal trends and evolving legal developments in the areas of estate law outside the scope of one’s practice.

We will share insights on how proactive estate planning involves an appreciation of litigation trends and procedure, and vice versa.

In Part II, the presentation will focus on understanding the drafting process, from client intake to signing, provides insights into litigation strategy and advocacy. While this presentation will focus on the provision of estate legal services, we know that we (us lawyers!) could not do it without the many important professional services who make up a client’s estate team, including financial advisors, accountants, trust officers, business succession planners, insurance agents, valuation experts and appraisers, and many more. For this reason, the presentation will also endeavor to identify where under the estate umbrella our teamwork adds value to the client along the spectrum an estate file.

Estate law is a vast legal practice area that spans a wide array of legal services revolving around a client’s desire to manage, protect, and efficiently transfer assets from one generation to the next. It encompasses the preparation of essential documents, such as wills, trusts, powers of attorney, and personal directives, to the administration of estates and trusts, both on the death of a testator or the incapacity of a donor. Of course, estate litigation is also alive and well in Canada and continues to be a fast-growing practice area.  Many estate law practitioners in Canada focus their practice on either the solicitor side, with client services focused on planning and administration, while others practice estate litigation, working to advance a client’s goal in court rooms and through alternative dispute resolution processes. 

Presenters

Eleanor Carlson, TEP 

Partner, Carbert Waite, LLP

Gregory Kaladeen

Associate, McLeod Law, LLP

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Registration $35 - Recording Available

No charge for Estate Planning Council of Canada Members

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

Membership Information

Douglas Buchmayer

Partner, Gowling WLG