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Estate Planning Council of CANADA

Upcoming events - scroll to bottom of page for past events

    • May 31, 2023
    • 12:00 PM - 1:30 PM (EDT)
    • Virtual

    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.

    Membership Information

    You can forward this link to Colleagues:  https://www.epc-canada.org/event-5208763

    • June 08, 2023
    • 2:00 PM - 3:00 PM (EDT)
    • Virtual

    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):


    Registration $25

    No Charge for Estate Planning Council of Canada Members

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

    Membership Information

    You can forward this link to Colleagues: https://www.epc-canada.org/event-5197681

    • June 14, 2023
    • 2:00 PM - 3:00 PM (EDT)
    • Virtual

    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.

    • June 22, 2023
    • 2:00 PM - 3:00 PM (EDT)
    • Virtual

    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


    Registration $30

    No Charge for Estate Planning Council of Canada Members

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

    Membership Information

    You can forward this link to Colleagues: https://www.epc-canada.org/event-5218595

    • July 12, 2023
    • 12:00 PM - 2:00 PM (EDT)
    • Virtual
    • 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:

    • 1.  Getting Control Over Your Work Flow
    • 2.  A Lean Way To Tackle Your Email
    • 3.  Creating Healthy Email Culture @ Work

    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


    Registration $99

    No Charge for Estate Planning Council of Canada Members

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

    Membership Information

    You can forward this link to Colleagues: https://www.epc-canada.org/event-5249001

    • August 23, 2023
    • 2:00 PM - 3:00 PM (EDT)
    • Virtual

    • September 14, 2023
    • 2:00 PM - 3:00 PM (EDT)
    • Virtual

    • September 20, 2023
    • 12:00 PM - 1:30 PM (EDT)
    • Virtual

    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

    • 70% of transfers of assets on death are governed by Civil Law
    • What are the key differences between a Civil Law Succession and a Common Law Estate?
    • Taxation on death in Civil Law jurisdictions: Succession Duties payable by the heirs
    • Double taxation : Can\US\UK tax the deceased  - Civil Law countries tax the heirs
    • No domestic trusts in Civil Law countries ( except QC)

    Part 2 : Preparing for France

    • France is a unique tax jurisdiction : Succession Duties 15%-60% on gross assets
    • If an adult child is transferred to France for work, what is the impact for Canadian parents and their estate planning ? is the child a beneficiary of a trust:  annual disclosure to French Tax authorities
    • If a Canadian wishes to acquire an apartment in Paris or a villa in the South of France : how to defeat Forced Heirship ? How to reduce Wealth Tax on real estate ( Impôt sur la fortune Immobilière )? How to reduce French Succession Duties ?

    Part 1:  Civil Law Succession vs Common Law Estate

    Louise Houle, LL.M., TEP  - Avocate-conseil  Counsel


    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.

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

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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