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Estate Planning Council of CANADA

Upcoming events

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

    Charitable giving has increased dramatically over the last 25 years, fueled by demographics and tax incentives. 

    Join nationally known Philanthropic Advisor Malcolm Burrows as he examines new 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
    • 3:00 PM - 4:00 PM (EST)
    • Zoom
    Register

    Practitioners and foreign advisers whose clients have assets, children, parents or a spouse in other countries, or whose tax liabilities are difficult to define because of nationality, employment, or residence issues will find straightforward information in this presentation.

    Authors Hauser and Langa flag potential mistakes and pitfalls throughout the book and discuss ways to avoid them.  Combining their many years of private practice as advisors they shed light on  the cultural, international, and interstate differences in attitudes and practices towards  estate planning instruments such as trusts, wills, or foreign gifts, the concept of testamentary freedom, and a host of other matters that, if ignored, could lead to significant losses. They complement this information by providing 19 country-specific estate planning summaries from local lawyers around the world to provide first-hand accounts of how estate planning is handled in those jurisdictions. 

    We are also sharing a chapter from their book “International Estate Planning: A Reference Guide”.

    Barbara Hauser & Melissa Lang

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

    No charge for EPC Canada Members.


    • November 17, 2021
    • 3:00 PM - 4:00 PM (EST)
    • Zoom
    Register

    When people think about midlife, the first thing that typically comes to mind are outdated narratives such as the midlife crisis and empty nest syndrome. The new science of midlife tells us that midlife is a vibrant period in the lifespan filled with opportunity and societal engagement, but also challenges due to bridging younger and older generations and unprecedented financial vulnerabilities.


    On top of this, recent empirical evidence has documented that large segments of US middle-aged adults are suffering more than in the past. This talk will discuss historical changes in midlife and explore the potential implications the changing landscape of midlife has for future planning.  

    *This is a joint event with the International Estate Planning Council

    Author Bio: Frank J. Infurna, PhD

    Dr. Frank J. Infurna is an associate professor in the Department of Psychology at Arizona State University. He earned his PhD in Human Development and Family Studies from The Pennsylvania State University in 2012. Before starting at ASU in the Fall of 2013, he was a Visiting Research Scholar at the German Institute for Economic Research and a Post-Doctoral Researcher at the Institute of Psychology at Humboldt University in Berlin, Germany. During his career, he has won four early career awards for outstanding contributions to developmental psychology and behavioral and social gerontology. 

    Dr. Infurna is a developmental psychologist who takes a lifespan approach to studying psychosocial and health development in adulthood and old age. His research is dedicated to examining how middle-aged and older adults adapt resiliently to major life stressors and developmental milestones and psychosocial factors that are precursors for outcomes of healthy aging, including cognitive functioning, physical functioning, disability, and longevity. His current research focuses on chronicling the ups and downs of individuals in midlife, more accurately conceptualizing development in midlife, and documenting historical changes in midlife health and well-being and its broader societal implications. He has published extensively in academic journals, in addition to several op-eds. 

    • November 23, 2021
    • 3:00 PM - 4:00 PM (EST)
    • Zoom

    Join us for year end tax planning tips and a discussion of 2021 issues.

    Jamie Golombek, CPA, CA, CFP, CLU, TEP is the Managing Director, Tax & Estate Planning with CIBC Financial Planning & Advice Group in Toronto.

    • December 09, 2021
    • 3:00 PM - 4:00 PM (EST)
    • Zoom


    Presented by Rahael Tachie

    • February 24, 2022
    • 3:00 PM - 4:00 PM (EST)
    • Online / Zoom

    Any successful estate plan whereby the next generation has been introduced into the corporate structure for private companies should contemplate a unanimous shareholders’ agreement (“USA”) as the final step. The USA sets out the rights and obligations of the shareholders as they relate to each other and the subject compa- ny. From an estate-planning perspective, the USA also serves as a “family constitution” for future generations once Mom and Dad are no longer in the picture. That way, having a “rule book” as to how the business should be run could potentially avoid any sibling in-fighting, which only serves to hurt the business in the long run.

Past events

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

Our mission is to provide education 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

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