For the first time ever, we are opening our Library of estate planning seminars for Advisors who want to choose their own topics and create a personalized bundle for professional development.  Choose five sessions from over 25 events presented during the last year.  All video recordings and related materials are included.

Purchase the package now - this offer is only available until the end of April.  You then select 5 from the list of titles below, and have the rest of 2024 to view.

Advance Care Planning - The Sandwich Generation

Business & Life Insurance: Entrepreneurial Risk Management

Pros & Cons of Co-ownership Agreements / Multi-Generational Housing Strategies

The Two Pillars of Corporate Trust Business

The Risks and Opportunity Of Working with Vulnerable Clients

Selected Cross Border Financial, Tax & Estate Planning Issues 

Estate Planning for Families with Ties to Mexico

Charting a Path to Minimize Potential Retirement Risks -

Year End Tax Update with Jamie Golombek

Medical Assistance in Dying - Old and New Challenges

Digital Assets and Your Estate: Is Your Estate Plan Complete?

Tips For Dealing With Trusts From Different Canadian Jurisdictions

Indigenous Trusts, Wills & Estates

Quebec Successions in Civil Law + Estate Planning for France

Planning for the Future of Someone with a Disability

The Estate Freeze - Pitfalls, Thoughts & Opportunities

Income Tax Planning for Farm Succession

Navigating Donor Advised Funds in Estate Planning

Estate Planning for Clients with Ties to India

Maximizing Estate Value: A Comprehensive Guide to Estate Bonds

Exploring Technology – New Resources for your Estate Planning Practice

CDIC and Deposit Insurance Protection for Deposits Held in Trust

International Asset Tracing: An Investigator's Perspective

Transferring Values Before Transferring Wealth

A Day in the Life of a Professional Executor

German Inheritance Law and Tax

How To Fight Fraud & Current Trends in Scams and Frauds

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For Professional Advisors only $99

Estate Planning Council of Canada Members have free access to all presentations in our Library

Membership information: Membership

Join us for an insightful webinar where we delve into real-life estate planning cases, highlighting mistakes and unforeseen changes, and offering strategic solutions. In the world of large or complex estates, single-perspective planning often leads to unraveling complexities. 

We will examine several cases where comprehensive planning perspectives, including legal, accounting, financial planning, succession planning, philanthropy, insurance, and more, were crucial. Discover how integrating these perspectives can remedy or enhance estate plans, ensuring long-term success and security for a family legacy.

Presenter

Brad Jesson, CPA, CA, CIM - Principal, Northwood Family Office

Brad is a member Northwood’s family office advisory group, working with families in the areas of goals based financial planning, investment management, tax planning, and next generation education.

In addition to his work with families, Brad is actively involved with Northwood next generation education and regularly contributes to Northwood's Thought Leadership Newsletter. 

Prior to joining Northwood, Brad worked as a Director a single-family office in Toronto, where he was responsible for the financial planning and reporting, investment management and taxation for the family office. Prior to that, he was CFO for BAMSS Group of Companies, a large privately owned family business in Alberta. Brad also worked at Mowbrey Gil – a mid-sized CPA firm – as a Senior Manager where he focused primarily on tax planning for individuals and privately held businesses.

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Registration $30

No charge for Estate Planning Council of Canada Members

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

Membership Information

Meet fellow members from across Canada and join our lively forum!  We will do some round table discussion on Cross Border Clients. One hour.

Please be prepared to turn your camera on and join the group. See you there! For Estate Planning Council of Canada Members only.

Discussion Hosts - TBA

Kevin Wark, LL. B., CLU, TEP

Managing Partner, Integrated Estate Solutions

Kevin is the Tax Advisor for the Conference for Advanced Life Underwriting (CALU). He has written and spoken extensively on taxation and estate planning topics. He is the author of the best-selling consumer book entitled The Essential Canadian Guide to Estate Planning (3rd Edition) as well as The Essential Canadian Tax Guide Series on Insured Buy-Sell Arrangements, Life Insurance Transfers and Income Splitting Planning (2^nd Edition) (available on Amazon.ca).

Kevin is the Editor-in-Chief of the CALU Report and a contributes articles for Advisor.ca and Insurance Planning (Thomson Reuters). He is frequently interviewed and quoted in a number of financial publications on issues relating to tax and estate planning including the Globe and Mail. 

Kevin is a member of the Canadian Tax Foundation, Canadian Bar Association and the Society for Tax and Estate Practitioners. 

Link to Kevin's Book: https://www.amazon.ca/Essential-Canadian-Guide-Income-Splitting/dp/1777526361

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Registration $30

No charge for Estate Planning Council of Canada Members

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

Membership Information

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

This session will cover the following topics: 

• Why the Cayman Islands?
• Departure Planning
• Residency requirements
• Structuring options 
• Other factors  

Presenter:

Anthony specialises in all aspects of non-contentious and semi-contentious private trust and estate matters, wealth structuring for high net worth individuals, institutional trustees and family offices together with all related regulatory work and cross-border succession matters. He has particular expertise in the use of Cayman foundation companies and obtaining grants of probate, letters of administration or resealing foreign grants in the Grand Court of the Cayman Islands.

Anthony is the current Chair of the Cayman Islands Branch of the Society of Trust and Estate Practitioners (STEP) and has been a long serving member of Council for many years. He also served as Student Liaison Officer for the jurisdiction. Anthony is a member of the Cayman Islands Legal Practitioners Association (CILPA) and is a notary public in and for the Cayman Islands

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Registration $40

No charge for Estate Planning Council of Canada Members

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

Membership Information

1. Analyzing Financial Statements: 
2. Definition of Value – Fair Market Value vs. Fair Value
3. Price vs. Value
4. Case Studies:
   1. Valuation of a Law Firm for a Deemed Disposition (i.e., Departure Tax);
   2. Valuation of an Accounting Firm (i.e., Acquisition Financing);
   3. Valuation of a Grocery Store for a Deemed Disposition (i.e., Date of Death);
   4. Valuation of a Distributor (i.e., Estate Freeze); and
   5. Valuation of a Doctor’s Office (i.e., Acquisition & Capital raise).
5. Questions and Answers

Abhishek Mathews is a Principal at Minerva Valuations Inc. and a Managing Director at Enclave Capital LLC. He has been in the financial services industry for over fifteen years, during which he assisted in placing over $400 million in capital and has produced over 500 business valuation reports. He is one of the few business appraisers in North America who has public investment banking experience, taking entities public often while concurrently raising equity or debt capital. He is a member of the Canadian Institute of Chartered Business Valuators, member of the American Society of Appraisers and a member of the CFA Institute. He holds his Series 7, 63, 79, SIE licenses from FINRA.

 

Ronald John McKenna, LL.B., is a seasoned estate planning and corporate M&A advisor with a passion for providing comprehensive professional solutions to individuals and businesses. He is a Managing Director at Minerva Valuations, leading its M&A Advisory practice. With a wealth of experience and a commitment to excellence, Ronald is dedicated to guiding his clients through complex matters with clarity and precision. Ronald earned his Bachelor of Laws (LL.B.) degree from the University of Ottawa in 2001, where he developed a strong foundation in legal principles and practices. Throughout his career, he has honed his expertise in estate planning and corporate M&A advisory, specializing in Estate Planning and Corporate M&A Advisory.