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Estate Planners' Council of Hamilton
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Estate Planners Council

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

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

May 11, 2021

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

Apr 13, 2021

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,...

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

Mar 9, 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...

Feb EPC 2021 Meeting – Andrea McLaughlin – Crimes Against Seniors

Feb EPC 2021 Meeting – Andrea McLaughlin – Crimes Against Seniors

Feb 9, 2021

Crimes Against Seniors presented by Andrea McLaughlin, Hamilton Police Service, Senior Support Officer Andrea McLaughlin is a 30 year constable with the Hamilton Police Service serving several different assignments including uniformed patrol and plain clothes investigations. Andrea’s current assignment is as the Senior Support Officer...

January EPC Meeting – Eric N. Hoffstein – “Remedies Against Misbehaving Trustees”

January EPC Meeting – Eric N. Hoffstein – “Remedies Against Misbehaving Trustees”

Jan 12, 2021

Eric N. Hoffstein, TEP of Fogler, Rubinoff LLP will be speaking on “Remedies Against Misbehaving Trustees”. Here are a few bullet points for topics he plans to cover: • Litigation strategy: pros and cons of trust accounting • What are the limits of trustee discretionary...

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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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