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Estate Planners' Council of Hamilton
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Sept EPC – Jacob Kaufman – Estates in the time of Covid

September 15th 2020 @ 04:00 PM - 05:00 PM

  • « March EPC – Tips & Traps when Including Annuities in a Client’s Planning- Suzanne Schultz, CPA, CA, CFP
  • October EPC – Kate Lazier – Tax Credits for Charitable Gifts – Virtual »

Jacob Kaufman will be discussing estate planning, administration and issues that could give rise to litigation in this pandemic.

Jacob Kaufman was called to the Ontario Bar in 2011. Prior to joining de VRIES LITIGATION LLP, he worked at one of the world’s largest law firms in the areas of estate and commercial litigation.

Jacob litigates will challenges, dependent support claims, guardianship applications, power of attorney disputes, contested passings of account and other estate/trust litigation matters. He has appeared before various levels of court, including the Superior Court of Justice and the Court of Appeal for Ontario.

• Please sign in about 10 or 15 min early to ensure you can navigate Zoom
• Guests are free this season but we ask that they do not forward on the invitation but instead forward the names and emails of friends or colleagues who wish to attend to me. We will send them a personal invite and introduce them at the start of the meeting. As per our usual process, after attending 3 meetings, we will send an application to join the council.

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Details

Date:
September 15th 2020
Time:
04:00 PM - 05:00 PM
Event Tags:
EPC, Estate Planners Council, Estate Planning, Hamilton, Jacob Kaufman, Monthly Meeting, On Line, Virtual

Organizer

Siobhan Lynch
Email
siobhan@siobhanlynchglass.com
View Organizer Website

Venue

Virtual – On Line
Canada + Google Map
  • « March EPC – Tips & Traps when Including Annuities in a Client’s Planning- Suzanne Schultz, CPA, CA, CFP
  • October EPC – Kate Lazier – Tax Credits for Charitable Gifts – Virtual »

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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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