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Estate Planners' Council of Hamilton
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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...

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

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

Sep 15, 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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