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Estate Planners' Council of Hamilton
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EPC

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EPC

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December 2019

Tue 10
Featured Featured December 10th 2019 @ 05:30 PM - 07:30 PM

Dec Meeting – Adam Cappelli – Vaccinating Your Estate from Entitleitis – Effective ways of transferring values not just valuables

Liuna Station 360 James Street North, Hamilton, Ontario, Canada

Adam co-founded Cambridge LLP law firm in 2010. Cambridge LLP now has four offices in Ontario and over 30 employees (18 lawyers). Adam is managing partner of the Estates Group which focuses on estate planning, administration and estate litigation. Adam has been certified by the […]

January 2020

Tue 14
Featured Featured January 14th 2020 @ 05:30 PM - 07:00 PM

January 14 – US Death Taxation in Light of TCJA & Secure Act – Elena Hanson

Liuna Station 360 James Street North, Hamilton, Ontario, Canada

"US Death Taxation in Light of TCJA (Tax Cuts Job Act) and Secure Act" Elena Hanson is a Managing Director of Hanson Crossborder Tax Inc, a private international tax advisory company which she founded in 2012. Elena assists US, Canadian and international private clients and the […]

February 2020

Tue 11
Featured Featured February 11th 2020 @ 05:30 PM - 07:00 PM

Where there’s a Will, there should be a way – Elaine Blades

Liuna Station 360 James Street North, Hamilton, Ontario, Canada

Elaine Blades, J.D., TEP Senior Manager, Professional Practice Group RBC Estate & Trust Services Royal Trust Corporation of Canada Elaine Blades, Senior Manager, Professional Practice Group (PPG) at RBC Estate & Trust Services, is a principal resource for technical and legal expertise for trust and […]

March 2020

Tue 10
Featured Featured March 10th 2020 @ 05:30 PM - 07:00 PM

March EPC – Tips & Traps when Including Annuities in a Client’s Planning- Suzanne Schultz, CPA, CA, CFP

Liuna Station 360 James Street North, Hamilton, Ontario, Canada

Suzanne Schultz, CPA, CA, CFP Vice-President and Estate Planning Specialist RBC Wealth Management Financial Services Inc. PRESENTATION: Tips and Traps when Including Annuities in a Client’s Planning In this presentation Suzanne will talk about the different kinds of annuities available on the market, the taxation of […]

September 2020

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

Sept EPC – Jacob Kaufman – Estates in the time of Covid

Virtual - On Line , Canada

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 […]

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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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