Estate Planning – Page 2 – Estate Planners' Council of Hamilton

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

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...

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

Aug 23, 2019

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...

Where there’s a Will, there should be a way – Elaine Blades

Aug 23, 2019

Elaine Blades, J.D., TEP Senior Manager, Professional Practice Group RBC Estate & Trust Services Royal Trust Corporation of Canada Elaine Blades, Senior Manager, Professional Practice Group (PPG) at RBC Estate & Trust Services, is a principal resource for technical and legal expertise for trust and...