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Estate Planning Council of CANADA

Culturally Sensitive Estate Planning

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

Registration

  • Has not attended an EPCC event

Currently, annual immigration into Canada amounts to about 401,000 people per year (increasing to 430,000 by 2023), one of the highest rates per capita in the world. In the 2016 Canadian census, there were almost eight million immigrants living in Canada—roughly 21.9 per cent of the total Canadian population (StatsCan, 2017). In order to competently represent clients of diverse cultural backgrounds, it is imperative that estate planning professionals further our understanding of how cultural differences and cultural biases can affect estate-planning decisions. 


As we work with our clients, we need to be cognizant of how the questions we ask when we counsel them and the assumptions we make about their estate-planning goals may make members of certain groups feel excluded, insulted, or ignored. Furthermore, we also need to explore how clients from different cultural backgrounds may conceive of ownership of property and property distributions after death; end of life and advance health care decisions as well as how different attitudes toward old age, incapacity and elder care may impact estate planning decisions.

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

No charge for EPC Canada Members.

Presented by Raphael Tachie  - Partner Private Client Services Group, Gowling WLG Vancouver.

With over 10 years of experience as an estates and trusts lawyer, Raphael has acted as senior legal counsel at several of the largest Canadian financial institutions, including TD Financial Bank Group, MD Financial Management and Manulife Financial.

Raphael provides strategic legal advice to high-net-worth individuals, financial institutions, entrepreneurs and business owners with respect to estate and trust planning, business succession planning, incapacity matters and planned charitable giving. In addition, he also advises executors, trustees and other fiduciaries in all aspects of estate and trust administration, including probate, fiduciary duties, obligations and liability issues, and post-mortem planning. Raphael also has extensive experience in delivering strategic advice to insurance, investments and trust companies with regard to the impact of the laws and regulations relating to older and vulnerable customers, incapacity, estates, trusts and beneficiary designations on their products, services and market conduct.

About EPCC

We promote cross-education, referrals 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.



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