What is an incapacity monitoring system and how can it be used to protect your clients or loved ones? Do you know when to say "no" to your clients or a loved one because they are mentally incapable? 

Incapacity is not determined by a person's age.

This workshop is intended to educate legal and financial professionals on how to incorporate incapacity monitoring into their financial plan or housing plans to reduce the effect of late interventions.

Let's start giving people the tools to succeed at the time of their need.  

Presenters: Nathan Spaling, RSSW, BA (Hons), JD

As a Registered Social Service Worker and Lawyer, Nathan has a unique experience working with people who live with (or are living through) vulnerable conditions or situations. However, during his time as a lawyer at a well-respected law firm operating out of the Waterloo, Wellington and Halton regions, he recognized that most industries do not have access to resources/training that allow for identification, analyzing and reporting on risks of incapacity and/or undue influence. 

In response to this, Nathan founded the Capacity Clinic and POA Registry to bring together resources from multidisciplinary leaders within the capacity evaluation area in order to reduce the barriers that vulnerable Decision Makers face when accessing services. 

Laurie Daschuk - Executive Director, Estate Planning Council of Canada

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Registration $25 - Recording Available

No charge for Estate Planning Council of Canada Members

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

Membership Information

Effective succession planning ensures a smooth transition of leadership and wealth while minimizing tax burdens to protect family wealth and ownership on the transfer of the business to the next generation. This presentation will cover income tax planning strategies including Intergenerational Business Transfers (from Bill C-208 to current relief in section 84.1) through case studies to highlight strategies and potential issues or challenges we have seen in our practice. 

Sheryne Mecklai, CPA, CA, TEP - Sheryne is a partner in Manning Elliott’s Tax Department, primarily focusing on estate planning and business succession services for Canadian owner-managed business in a wide range of industries. She has extensive experience working on engagements such as complex estate plans, cross border assignments and Canadian corporate, trust and personal tax compliance.

Sheryne was involved in the CPA In-Depth Tax Course for more than ten years as a tutor and as a lecturer. Sheryne also teaches various seminars for the CPABC in the professional development program. Sheryne has spoken at a variety of internal and external income tax update sessions including the 2024 British Columbia Tax Conference hosted by the Canadian Tax Foundation focusing on private businesses and the issues and changes they face daily.

Logan Song, CPA- Logan is a Senior Tax Manager in Manning Elliott’s Abbotsford Office. Logan works with private owner-managed businesses on variety of tax planning matters, including estate and succession planning, corporate reorganizations and Canadian tax compliance. He has extensive experience working with clients in the agriculture industry.

After obtaining his Bachelor of Commerce from McGill University, Logan began his accounting career with Manning Elliott in 2015, and attained his CPA designated from the CPABC in 2018.

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Registration $35 - Recording Available 

No charge for Estate Planning Council of Canada Members

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

Membership Information

Accounting for Trusts, Estates & POAs is a high demand area & specialization. This 3 part series will help you and your staff to streamline your services and grow your practice. Presented by: Debbie Stanley, Senior Estate Administrator at ETP Canada and Ryan Dankoff, PMP, Head of Product at Bequest.com

May 19 - 10am Pacific / 1pm Eastern - 1 hour

May 20 - 10am Pacific / 1pm Eastern - 1 hour

May 21 - 10am Pacific / 1pm Eastern - 1 hour

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Registration for EPCC Members $199 - 3 parts/3 days

Guest- Professional Advisor $299

This event is for Professional Advisors only.

Effective January 1, 2025, all Ontario lawyers in private practice will be required to have a client contingency plan  in the event that they should pass away or become mentally incapable of carrying on their work. We will also review key considerations that professionals may wish to consider when implementing or updating a succession plan.

Without a contingency plan, when a lawyer dies or becomes incapacitated, it can result in situations where a lawyer’s client is suddenly unrepresented; needs to find new counsel on an urgent basis;  and in some cases, misses court-ordered deadlines or limitation periods before the client even knows that their lawyer is no longer able to assist them.

It is important that lawyers, who may not currently have a plan in place, begin to consider steps to ensure compliance by January 1, 2026 and beyond. We will discuss the importance of contingency planning for lawyers; share what documents you need to become compliant;  how to find the lawyer who should act as your plan administrator, or your “backup” along with providing links to some of the many resources available to lawyers who must put such plans into place.

Succession Planning:

•How complying with LSO By-Law 7.1 can be used as your starting point for your succession plan

•Why you need a succession plan as a professional, who to appoint, and their responsibilities

•Difference between personal and professional assets and appointing the right executor, pitfalls when appointing an executor, things to consider

•What happens if you don't put a contingency plan in place.

Presenter: Lisa Laredo, Laredo Law - Toronto

After graduating from the University of Windsor’s Faculty of Law in 2004, Lisa honed her advocacy skills at a criminal law firm in Toronto, before broadening her horizons – both legally and geographically speaking – practising structured finance, asset finance and international law in the German office of a global law firm.  

But it was only when she returned to Canada in 2007 that Lisa found her true calling, helping individuals with every aspect of their estate plans. 

Outside the office, Lisa also plays an active role in the legal community, as a member of the Canadian Bar Association, the Ontario Bar Association, the Law Society of Ontario and the Estate Planning Council of Canada. In addition, she recently obtained certification from STEP Canada via its coveted Trust and Estate Practitioner (TEP) designation.  

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Registration $35 - Recording Available 

No charge for Estate Planning Council of Canada Members

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

Transitioning the farm to the next generation is about more than finances—it’s about people, planning, and purpose. Join us for Farm Transitions – More Than Dollars and Cents, a presentation that dives into the emotional and practical sides of transitioning the family farm.

We’ll explore how to prepare both the farm and the family for the future, including strategies for communication, succession planning, and managing change. Learn how to thoughtfully "take the farmer off the farm" while honoring their legacy and supporting their next steps.

This session will also feature a real-life case study of a farm family navigating their own transition journey—sharing lessons learned, challenges faced, and how they found a path forward.

Whether your client is just starting to think about transition or are already in the middle of the process, this presentation will offer valuable insights and tools to guide your next steps.

Presenters & Farm Family Experts:

Allison Henkel - Tax Partner, BDO

Eric Wipf - Wealth Advisory Partner at BDO

JP Barnabe - Partner, Valuations & Modelling