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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

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...

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

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

Oct 11, 2020

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?

Oct 11, 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

Oct 11, 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...

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

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

Sep 28, 2020

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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