October EPC – Michael Evers – The Problem with Millionaires
Our meetings normally take place on the 2nd Tuesday evening of every month between September and May (EXCEPT for our Joint Meeting in November with Mississauga and Halton) at Liuna Station, 360 James Street North, 2nd Floor, Hamilton, Ontario at the corner of James Street North and Murray. October Presenter Michael Evers We’ve discovered that […]
January 14 – US Death Taxation in Light of TCJA & Secure Act – Elena Hanson
“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 institutions that service them on cross-border taxation issues, investment structuring, […]
Where there’s a Will, there should be a way – Elaine Blades
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 estate matters. The PPG provides technical guidance and support to […]
March EPC – Tips & Traps when Including Annuities in a Client’s Planning- Suzanne Schultz, CPA, CA, CFP
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 annuities as well as some real life case studies where […]
Monthly Meeting
Our meetings normally take place on the 2nd Tuesday evening of every month between September and May at Liuna Station, 360 James Street North, 2nd Floor, Hamilton, Ontario at the corner of James Street North and Murray.
September EPC Meeting – Phil Kriszenfeld – Conflict Resolution in the Family Business
Member Phil Kriszenfeld will be presenting on conflict resolution in the family business. Phil Kriszenfeld B.A. Q. Med., FEA is a Family Business Advisor and Mediator focusing on high conflict Family Businesses and Partnerships who will be talking about how to address conflict within these environments. Phil also works extensively on with Estates and their […]
November 21, 2019 – Joint Meeting in Oakville
“The Virtual Family Office: Wealth & Health Stewardship” Loren Francis, Highview Financial & Susan Hyatt, Silver Sherpa Meal Choices: Chicken Stuffed with Spinach and Roasted Red Pepper or Stuffed Portobello Mushroom (Vegetarian and Gluten-Free)
Dec Meeting – Adam Cappelli – Vaccinating Your Estate from Entitleitis – Effective ways of transferring values not just valuables
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 Law Society of Ontario as a Specialist in Estates and […]
Annual General Meeting and Tax Update – Tax Issues you need to know about in 2018 presented by Michael Morgan Michael Morgan is Counsel to Ross & McBride LLP in Hamilton, and practices in the areas of taxation law and estate planning. As the leader of the Tax Law group and as a senior member of the […]
Admission to Long-Term Care Homes What Everyone Needs to Know! presented by Graham Webb Graham Webb is a lawyer and the Executive Director of the Advocacy Centre for the Elderly since October 2016. Previously he had been a Staff Litigation Lawyer with the Advocacy Centre for the Elderly since May 1995. He graduated from Osgoode Hall Law […]
Capacity Assessments: What, When and How Presented by: Kim Goldstein, and Rena Postoff Kim Goldstein is an experienced Clinical Social Worker, Designated Capacity Assessor and Accredited Family and Elder Mediator (OAFM). Kim has a Master’s of Social Work Degree from Wilfrid Laurier University. She has held many social work and management positions in community organizations […]
presented by Tony Lalonde Tony Lalonde is the Regional Director for The Bank of Nova Scotia Trust Company (Scotiatrust) in Central Canada, and formerly the company’s Chief Compliance Officer and Head of Scotiatrust’s national Policy & Risk Management team. He is a lawyer by training, and practiced law both on Bay Street and in Niagara Falls before […]
presented by Ken Lancaster and Erin Podio Erin and Ken will discuss the impact of the tax proposals on succession and estate planning. This will include an overview of the proposals with respect to Income Sprinkling, Holding Passive Investments Inside a Private Corporation, Multiplication of the Lifetime Capital Gains Exemption and Converting Income Into Capital Gains. […]
Presented by Jim Bird, Director, Individual Insurance Sales, Manulife Financial Jim Bird@manulife.com Jim will discuss the impact of the 2017 insurance policy tax changes, corporate planning, policy transfers and where insurance solutions add value in estate planning. Jim graduated with a Honours Bachelor of Arts degree from Wilfrid Laurier University in Waterloo, a Juris Doctor […]
“Ten Practical Steps to Improve Written Advance Directives in Powers of Attorney for Healthcare” presented by Dr. Laura Hawryluck Took place on November 14th 2017 from 05:45 AM to 07:45 AM
Estate Problems: Never send to know for whom the bell tolls; it tolls for thee presented by Scot Dalton Scot Dalton is a 35 year veteran of the property casualty insurance industry. With executive level experience in both underwriting and distribution he has focused his efforts on creating and implementing financial solutions for emerging risk exposures where […]
“The Six Buckets of Estate Planning and Why Most People in Ontario Should Consider Having Two Wills” Jim Kibble, Chartered Accountant of Ontario Estate Consulting Services Inc. and Tyler Hortie, Lawyer of Cohen Highley Lawyers Jim and Tyler will be reviewing the Ontario Estate Information Return in conjunction with a discussion on the benefits that […]
Michael Morgan of Simpson Wigle is speaking for the May meeting. He will be making a presentation entitled “Tax Update – Tax Issues you need to know about in 2017”. This is the same presentation that Michael gave at the Hamilton Law Association “Annual Estates and Trusts Seminar” in February. It was very informative and […]
Justin de Vries is the Principal of de VRIES LITIGATION LLP specializing in estate, trust, and capacity litigation and administering complex estates. Having appeared before all levels of the Ontario Court, the Federal Court and litigated Supreme Court of Canada leave applications, Justin’s clients include individuals, private banking and wealth management groups, trust companies, estate […]
Going beyond tax minimization and efficient transition of assets, this session will focus on high conflict families with practitioners sharing their strategies for planning for wealth transfers to minimize conflict. Estate administrators and conflict mediators share techniques and approaches to work with families during a time when even families that get along may experience relationship […]
Presenter: Suzanne Schultz, Estate Planning Specialist, RBC WEALTH MANAGEMENT SERVICES Suzanne Schultz is a Chartered Accountant and Certified Financial Planner with a specialty in tax and estate planning. As an Estate Planning Specialist for RBC, she uses her knowledge of corporate and personal tax to develop personalized insurance solutions to meet the needs of business […]
Following the 2015 Supreme Court of Canada decision in Carter v. Canada, the College of Physicians and Surgeons of Ontario (CPSO) created a Medical Assistance in Dying policy to assist doctors in responding to a patient’s wish to hasten their death. The CPSO is the regulatory body for Ontario’s doctors. Past CPSO president Dr. Carol […]
OAKVILLE JOINT MEETING Tuesday, November 8, 2016 Speaker: Justin de Vries of de Vries Litigation LLP Topic is “Court Update: What Estate Cases made a Difference in 2016 and Why you Should Care” The meeting will be held at the Oakville Golf Club, 1154 Sixth Line, Oakville, Ontario and will start at 5:30 for cocktails […]
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 sales development programs to allow businesses and professionals to take […]
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 changes in tax law on the use of inter vivos […]
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 manage succession risks to prepare for a successful estate plan. […]
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 not an explanation of why they need to own life […]
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”. Properly preparing a Company for sale can increase the value […]
Speakers: Kristina Hyland and Catherine Olsiak of Simpson, Wigle The presentation focuses on issues to consider when estate planning or administering an estate for a client with a professional designation who is practicing under a professional corporation. The presentation will focus on the use of multiple Wills, Executor Appointments, potential conflicts, implications of incapacity, differences […]