Log in

Estate Planning Council of CANADA

Upcoming events

    • September 30, 2021
    • 3:00 PM - 4:00 PM (EDT)
    • Zoom

    Many of us think of the benefits associated with beneficiary designations.  However, there are many tips, traps, and considerations when it comes to blended families, corporate life insurance, and successor owners, etc. and the automatic approach to just naming a beneficiary. 

    This mini-workshop will explore what you should be considering when it comes to helping your clients and families navigate their estate plans personally and corporately in a complex world.

    Jos Herman, BComm, CPA, CA, CFP, TEP

    Director of Wealth, Tax & Estate Planning, Resources & Solutions Professional Corporation 

    Jos provides private business solutions focusing on tax concepts, tax efficient investment and insurance strategies, asset protection and philanthropy. 

    She has the ability to sit at the table with families and across the board room table with executives of major companies.  Her breadth of industry knowledge and wealth planning solutions has been a valuable asset to clients, accounting & legal professionals,advisors, & institutions.

    E. jherman@resourcesandsolutions.ca

    Registration $15 - Limited complimentary registration for first-time guests.

    No charge for EPC Canada Members.

    • October 14, 2021
    • 3:00 PM - 4:00 PM (EDT)
    • Zoom

    The big question is 'Does the Client Have Diminished Capacity?"

    In this presentation we will look at challenges with capacity assessments and their limitations. Areta Lloyd will discuss the legal tests, the red flags and best practices if future litigation is suspected.

    • If asking a client to be assessed, how to evaluate the resulting assessment
    • Can a lawyer rely on a capacity assessment? What are red flags?
    • When will a court compel an assessment?
    • Going forward, how to evaluate the reliability of zoom assessments, and steps to take with zoom executions

    Areta Lloyd, Estates, Trusts and Capacity Litigation Lawyer - Dickson Appell LLP

    Areta practices estates, trusts and capacity litigation and maintains a niche in health law. She has experience with elder health law including medical assistance in dying; and she is an advocate for prospective parents and surrogates in the area of assisted reproductive technology.

    In her litigation practice, Areta helps de-escalate conflict, so that clients can focus on their health and family. When situations escalate, Areta is a strong, capable advocate.

    Registration $15 - Limited complimentary registration for first-time guests.

    No charge for EPC Canada members.

    • October 28, 2021
    • 3:00 PM - 4:00 PM (EDT)
    • Zoom

    Charitable giving has increased dramatically over the last 25 years, fueled by demographics and tax incentives.  Join nationally know philanthropic advisor Malcolm Burrows as he examines trends in charitable giving, estate planning incentives and the mindset of the altruistic client.

    Malcolm Burrows | Head, Philanthropic Advisory Services

    Scotia Wealth Management / Scotiatrust

    Malcolm is a philanthropic advisor with 31 years of experience, including 14 years with three Toronto charities.  He founded and leads Aqueduct Foundation, a public foundation with donor advised funds operated by Scotia Wealth Management.  He is head of Scotia Wealth Management’s 100-year-old private foundation services practice. 

    Malcolm is an active educator, writer and volunteer in the charitable sector. Through the Canadian Association of Gift Planners, he has contributed to the development of new charitable tax incentives, including the elimination of capital gains on gifts of public securities and the “estate donation” rules.  His proposal for gifts of private securities and taxable real estate published by C.D. Howe Institute was included in 2015 Federal Budget. 

    Malcolm is an active volunteer in the charitable sector.  Currently, he is Past-President of The Muttart Foundation, an Edmonton-based private foundation, member of the Indigenous and Canadian Curatorial Committee at the Art Gallery of Ontario, and director of Canada Helps.   Previously, he served on CRA’s Charities Directorate Technical Issues Working Group, was Co-Editor of The Philanthropist, and a director of both the Canadian and Spanish sections of Doctors Without Borders.

    Registration $15 - Limited complimentary registration for first-time guests. 

    No charge for EPC Canada Members.

    • November 09, 2021
    • 12:00 PM - 1:00 PM (EST)
    • Zoom

    International Estate Planning

    Barbara Hauser & Melissa Lang

    • November 23, 2021
    • 12:00 PM - 1:00 PM (EST)
    • Zoom

    Presented by Jamie Golombeck

Past events

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

Our mission is to provide community and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning through our members and their firms.  We link and support Estate Planners across Canada and represent a global community online.

More Information

Contact - info@epc-canada.org

1771 Robson Street, Unit 212
Vancouver, Canada, V6G 1C9

Social Media Links

Featured members

2021 Copyright © Estate Planning Council of Canada.  All rights reserved.
Powered by Wild Apricot Membership Software