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Estate Planning Council of CANADA

Estate Planning Seminar Offer

  • April 30, 2024
  • On Demand - Recorded Sessions & Related Materials

Registration


Register

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.

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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

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

We link and support Estate Planners across Canada and represent a global community online.



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