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Estate Planning Council of CANADA

Upcoming events

    • December 13, 2022
    • 1:00 PM - 2:00 PM (EST)
    • Virtual
    Register

    Meet fellow members from across Canada and join our lively forum!  We will do introductions and also round table discussion on what advisors are doing new, or changes we will make for 2023.

     Remember how great it is to connect and converse? 

    Which is exactly why we love bringing advisors together each quarter just to meet and talk. 
    Because a stronger network of colleagues and friends makes a big difference in how we view our work and life. 

    Join us next week for an hour of conversation and networking. All advisors are welcome. 

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

    • January 12, 2023
    • 12:00 PM - 3:00 PM (EST)
    • Virtual
    Register

    Kick off the New Year with a new event, bringing together unique and engaging educational sessions showcasing the benefits of infusing best practices from the many domains of Estate Planning.


    This extended session will provide you with practical guidance, tips and resources to elevate the busy Advisor in estate, transition and administration conversations. 

    1  The Last Act - Closing the Book on Your Finances

    Kimberley Short, CIM, CFP, FCSA, MFA-P, TEP and Larry Short, CPA, CGA, CIM, CFP, will walk you through all the aspects your clients need to know about preparing for their estate - and why plans often get stalled or delayed. You can steer the conversation to make sure their affairs are in order and planning is optimal.

    2 •  Power of Attorney Review (Personal~Health~Property) 

    Raphael Tachie, LL.B, MBA, Partner and head of Gowling WLG Private Client Services group in Vancouver and Toronto.

    3 • Eight Steps To Succession Success for a Family Business 

    Chris Delaney, LL.B, TEP, FEA Keynote Speaker, Family Business Consultant, Business Succession Advisor, Intergenerational Family Wealth Consultant, Author, Podcaster

    4 • Near Death Decisions & Deathbed Wills 

    Justin Devries, Principal at de VRIES LITIGATION LLP

    5 • Adding Value to Your Estate Planning Practice 

    Li Zhang, Join CPA Canada as they talk about their award-winning financial literacy program, how to get involved with their Community Connect program, and utilizing their library of resources that can enrich your practice and add value to your clients. 

    Who Should Attend?

    Lawyers, Accountants, Financial Planners and Insurance Advisors, Trust Officers, Philanthropy Advisors and other professionals who want to help clients create more meaningful, more positive, and more effective plans. 

    3.0 continuing professional education credits for the five sessions accredited by the BC Law Society and CFP and MFDA.  Credit with other governing bodies is yet to be determined.

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    Registration $99

    No Charge for Estate Planning Council of Canada Members

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

    Membership Information

    • January 26, 2023
    • 2:00 PM (EST)
    • Virtual
    Register

    Advance Care Planning (ACP) is an essential component to life planning. This critical process invites Canadians to reflect and discuss with those closest to them their withes for their future health and/or personal care should they no longer be able to speak for themselves. More and more Canadians are having these important conversations and turning to lawyers and financial planners for guidance and advice. The Living Well, Planning Well resources were developed to support professionals and the Canadian public in this journey. 


    Speakers:  

    Daniel J. Stober, JD, TEP, Partner, Wills, Trust & Estates Group, Torkin Manes

    Sandy Abley, JD, CFP, TEP, Money Coach and Consultant, The Wealth Doc

    Karine Diedrich, Director, Operations and Engagement, Canadian Hospice Palliative Care Association

    Resources to be discussed (also available in French):


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    Registration $25

    No Charge for Estate Planning Council of Canada Members

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

    Membership Information

    • February 15, 2023
    • 12:00 PM - 1:30 PM (EST)
    • Virtual

    Do you have clients with relatives, property, inheritances or business in the Germany? Learn about inheritance tax and planning strategies for residents and non residents.



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

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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