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Estate Planners' Council of Hamilton
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EPC

Oct EPC – Estate Planning: Uncovering Hidden Opportunities Using Segregated Funds

Sep 8, 2023

Jon Hreljac, CPA, CMA of Manulife Investment Management will speak to segregated fund contract strategies and how their flexibility can help provide estate planning benefits in specific situations.  Jon will also discuss real life examples which demonstrate the consequences from a tax and estate planning perspective...

September EPC – Strategic Philanthropy: Benefits of Partnering with the Charitable Sector – Lisa Gonnering & Judith Drost

Sep 8, 2023

Strategic Philanthropy: Benefits of Partnering with the Charitable Sector – Lisa Gonnering & Judith Drost This session will define strategic philanthropy, explain motivations for charitable giving, tax-effective ways to give and the importance of incorporating charitable giving in your client’s estate plan.   The presenters...

March EPC Meeting 2021 – Jennifer Stebbing – Recent Legislative changes that affect Estate Planning

March EPC Meeting 2021 – Jennifer Stebbing – Recent Legislative changes that affect Estate Planning

Feb 8, 2021

Jennifer Stebbing Recent legislative changes that affect Estate Planners A review of recent legislative changes and proposed changes by the Ontario government that affect estate planners. This includes, but is not limited to, the changes to the Estates Act, the proposed Accelerating Access to Justice...

May EPC Meeting – AGM & 2021 Tax Update – Erin Podio

May EPC Meeting – AGM & 2021 Tax Update – Erin Podio

Oct 11, 2020

AGM plus a tax discussion by Erin Podio 2021 Tax Update:  A brief summary of recent income tax developments of interest for estate and trust practitioners including a discussion of proposed tax measures in the 2021 federal budget.  BIO As a Partner in Grant Thornton’s...

April EPC Meeting – Shannon Williams & Stephen McCotter, RBC – Easing the Burden – Working with Trust Companies

April EPC Meeting – Shannon Williams & Stephen McCotter, RBC – Easing the Burden – Working with Trust Companies

Oct 11, 2020

Presenting: Shannon Williams, RBC &  Stephen McCotter, RBC Easing the Burden – Working with Trust Companies Our presentation will focus on the estate and trust services provided by trust companies along with the pros/cons of working with them and the professionals involved. Bios: Shannon Williams,...

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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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