Upcoming events - scroll to bottom of page for past events
Do you have clients with relatives, property, inheritances or business in India? Learn about inheritance tax and planning strategies for residents and non-residents.
Presenters & Agenda: Shammi Khanna & Sumit Kochar
· Brief Introduction of Estate Planning in India
· Succession Planning for Business Owners
· Factors & Objectives of Estate Planning in India
· Ring Fencing Structures
· Will – Introduction, Valid Will, Formalities etc.
· International Will for NRIs and Foreign Citizens holding assets in India
· Trust – Formation, Types, Structure, Formalities, etc.
· Structuring Trust for NRIs
· 1-2 Case Studies
· Family Constitution & Governance Documentation
· Structuring Family Offices in India
Vineet Gupta & Shivam Gera
· Overview of Taxation of Private Trust in India
· Residential Status of Trust
· Taxability in the hands of Trustee and Beneficiaries of Trust
· Inheritance Tax in India
· Other issues of Taxation
Registration $35 - (1.5 hours)
No Charge for Estate Planning Council of Canada Members
Guests are welcome - this event is for Professional Advisors only.
You can forward this link to Colleagues: https://www.epc-canada.org/event-5208763
We will have experts providing an insider’s look into DAFs, and how to review and assess their attributes. We believe that this event will be an excellent opportunity for you to gain new insights, connect with other professionals in the industry, and enhance your knowledge on this important topic.
Considering how much of a client’s financial resources may be committed to their charitable interests, there is an important role for estate professionals to understand and assist clients. Donor advised funds (DAFs) are one example of a charitable vehicle that is often assumed to be “one-size fits all” and rather monochromatic.
In fact, DAFs vary widely, and important elements like who is able to make decisions about how much and to what organizations sometimes come as a surprise both to clients and their survivors.
Advisors from all disciplines can join us for an insider’s look at DAFs and how to review and assess DAF attributes.
Kathy Hawkesworth, LLB - Counsel/Philanthropy Advisor
Edmonton Community Foundation:
Stephanie Tsui, LLB - Estate and Trust Consultant
Scotiatrust (Aqueduct Foundation):
You can forward this link to Colleagues: https://www.epc-canada.org/event-5197681
Meet fellow members from across Canada and join our lively forum! We will do round table discussion on what's new and nudging clients towards broader planning and estate planning. One hour.
Kurt and Allison will be examining options for intergenerational farm transfer with a focus on the income tax implications. They will cover the general rules that apply, including the distinction between "good" and "bad" assets, the use of the Capital Gains Exemption, and the general rules governing the transfer of farm partnerships. Additionally, they will discuss some common pitfalls to avoid.
A significant portion of their presentation will be devoted to discussing the impact of the "Bill C-208" rules on farm families. They will provide an overview of the history of these rules, how they currently apply in 2023, and the changes that are set to take effect in 2024. They will highlight the advantages of using these rules and provide information on the restrictions that will be imposed based on the 2023 Federal Budget.
Kurt Oelschlagel, FCPA - Partner - Tax Specialist, BDO Canada
Allison Henkell - Tax Partner, BDO Canada LLP - Woodstock, ON
You can forward this link to Colleagues: https://www.epc-canada.org/event-5218595
Learn how top business leaders manage their email and thrive in the workplace. You can too!
This lively and engaging workshop is designed to teach and reinforce the best of the best email practices.
Enlightened Email - the three main parts:
Join Laurie for a fun and interactive presentation, focused on achieving email mastery, confidence and work-life balance. You will also see improved results in workplace engagement and team communication.
What am I going to get from this Professional Development course?
• Stay focused at work
• How to cope with volume
• Reduce stress
• Increase time and energy
• Improve communication
• Improve work life balance
• Make the right choices
• Prevent mistakes
You can forward this link to Colleagues: https://www.epc-canada.org/event-5249001
Do you have clients with relatives, property, inheritances or business in Quebec or France? Learn about inheritance, tax, and planning strategies for residents and non residents.
Part 1: Civil Law Succession vs Common Law Estate
Part 2 : Preparing for France
Louise Houle, LL.M., TEP - Avocate-conseil • Counsel
DE GRANDPRÉ CHAIT S.E.N.C.R.L./LLP - Montreal
Marie Catesson head of Estate Planning at the law firm Fidal LLP
Sebastien Laisney, head of Taxation at Fidal LLP.
Fidal is the largest law firm in France: 2,200 lawyers in 87 offices across France.
We start with a comparison between a Civil Law Succession vs a Common Law Estate and the second part of our presentation is Preparing for France.
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.