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Estate Planners' Council of Hamilton
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Past Events

Client Development for Professionals & AGM

Client Development for Professionals & AGM

May 10, 2016

Speaker:  Andrew Wall, President, Sandler Training Milton Andrew Wall, owner of Sandler Training’s Milton location since 2006, works with clients from entrepreneurs to teams at large corporations to provide a “breath of fresh air” to their business development activities. Andrew’s training provides strategic management and...

Use of Inter Vivos Trusts in Estate Planning

Use of Inter Vivos Trusts in Estate Planning

Apr 12, 2016

David J. Mifsud Associate, Estate, Business, and Charity Law Ross & McBride LLP This session will define and explore the different types of inter vivos trusts and when they may be relevant in planning for your client. We will look at the effect of recent...

The Family Conference: A Preventive Tool in Estate Planning

The Family Conference: A Preventive Tool in Estate Planning

Mar 8, 2016

Brown Lawyers EPC Presentation March 2016 Estate planning professionals recognize that Canadians face a difficult succession climate. Family dynamics, estrangements, mental health issues and poor financial planning have all contributed to challenging and challenged estate plans. Preventive law philosophy provides the tools for families to...

Three Ways To Benefit Corporate Clients Through Life Insurance

Three Ways To Benefit Corporate Clients Through Life Insurance

Feb 9, 2016

Speaker:  Michael Evers, CFP, CLU, ChFC The purpose of this presentation is to illustrate how some of your best clients may be able to take advantage of some little-understood benefits granted by CRA to Business Owners who happen to also own life insurance. This is...

Preparing the Company for Sale – January 12th EPC Meeting

Preparing the Company for Sale – January 12th EPC Meeting

Jan 12, 2016

Often the majority of a business owners’ personal wealth is tied up in an investment in a business. Part of long-term estate planning, business owners retire from their business and sell the business.  Bruce Horsley will provide a presentation on “Preparing the Company for Sale”. ...

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Estate Planners’ Council of Hamilton

The Estate Planners’ Council of Hamilton (EPCH) is a not-for-profit organization of accredited professionals from interrelated disciplines such as legal, tax, investing, insurance, trust and charitable gift planning whose members advise the public on different aspects of estate planning and administration.

Meeting Location

  • Liuna Station, 360 James Street North, 2nd Floor, Hamilton, ON

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