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Estate Planners' Council of Hamilton
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Estate Planning

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...

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...

December EPC Meeting – David Henderson – Whose Money is it Anyway?

December EPC Meeting – David Henderson – Whose Money is it Anyway?

Dec 8, 2020

Recent developments regarding jointly held assets and beneficiary designations Presented by our own David Henderson. David was called to the bar in 2008 and his practice focuses on trust and estate and corporate law. He has extensive experience with succession planning for family businesses as...

November EPC 2020 – New Trust Reporting Rules – Andrew C. Bateman & Brett Anderson

November EPC 2020 – New Trust Reporting Rules – Andrew C. Bateman & Brett Anderson

Nov 10, 2020

Andrew C. Bateman & Brett Anderson, Partners at Felesky Flynn, LLP, Calgary New reporting rules are proposed to come into effect for many trusts, starting with those having taxation years ending Dec 31, 2021.  Such trusts will now be required to disclose personal information concerning...

October EPC – Kate Lazier – Tax Credits for Charitable Gifts – Virtual

October EPC – Kate Lazier – Tax Credits for Charitable Gifts – Virtual

Oct 13, 2020

This seminar will explore the tax credits for charitable gifts of publicly traded securities, stock options, life insurance, RRSP, TFSA and bequests. It will explore tax efficient gifting strategies and some common mistakes in estate plans. Kate is a Wealth Strategist with legal background and...

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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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