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

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

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.

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

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

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