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the estate planning council of toronto


We are delighted to welcome you to our 73rd season.

The Estate Planning Council of Toronto is an organization of professionals from interrelated disciplines such as legal, tax, financial planning, insurance, trust and charitable gift planning who advise the public on different aspects of estate planning. Founded in 1952, the Estate Planning Council of Toronto presents a regular program of continuing education and networking meetings for its members.

The Estate Planning Council of Toronto meets six times a year on the first* Tuesday of the months from October to May to share experience and ideas. At each meeting a keynote speaker is invited to present on a current topic related to estate planning.

*If there is a conflict with other industry events, this may be adjusted.*


UPCOMING EVENT

Date: February 10, 2026
Topic:  A Case Study: Tax Considerations for Private Clients with US Connections

Kaye and Lorenzo will host an interactive session involving various scenarios where a client has ties to the United States and what to consider from a cross-border tax perspective.

We will explore and discuss tax issues that often arise for clients with cross-border connections, highlighting recent tax developments to consider as we progress into 2026.

Discussion Leaders: Kaye Bland, Tax Partner, Private Wealth, PricewaterhouseCoopers LLP and Lorenzo Armena, Senior Tax Manager, Private Wealth, Pricewaterhouse Coopers LLP

Where & When: Arcadian Court at 5:30 pm 

ABOUT THE EPCT

The Estate Planning Council of Toronto is an organization of professionals from interrelated disciplines such as legal, tax, financial planning, insurance,  trust and charitable gift planning who advise the public on different aspects of estate planning.


BECOME A MEMBER

Membership in the Estate Planning Council of Toronto is by invitation. There is a limit of 120 members comprised of lawyers, insurance agents, brokers, accountants, trust officers and financial planners.


SUPPORT

For general or technical assistance
Membership enquiries
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Contact info@epctoronto.ca

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