• Home
  • Members
  • Join
  • Meetings
    • Upcoming Meetings
    • Past Meetings
  • News
  • Resources
    • Links & Resources
    • Reports
  • Contact
Estate Planners' Council of Hamilton
  • Home
  • Members
  • Join
  • Meetings
    • Upcoming Meetings
    • Past Meetings
  • News
  • Resources
    • Links & Resources
    • Reports
  • Contact

Estate Planning

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...

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...

  • 1
  • 2

Contact Us

We're currently offline. Send us an email and we'll get back to you, asap.

Send Message

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

© 2023 · Estate Planners' Council of Hamilton. Designed by Ex Nihilo Designs.