THE ESTATE PLANNING COUNCIL OF TORONTO

2018/2019 MEETINGS

Meetings are typically held the first Tuesday of the month, unless otherwise noted. The cost is $65.00 per guest, payable via credit card online or cheque.

Meeting registration begins two weeks before the meeting. You will receive notices via email for registration. You may also register for a meeting by logging in to your member account. Cancellations are accepted until 5:30 pm on the Thursday before a meeting.

Instructions on member and guest registration are available at the link below:

Meals

For special meal requests for yourself and/or your guest, please indicate your preference in the special meal order section when registering. Kosher meals are available. To modify your and/or your guest's meal order, please email info@epctoronto.ca.

If you need assistance, please email info@epctoronto.ca.

Meeting location and times are:


91 King Street
Toronto, ON

5:30 pm  Drinks
6:00 pm  Dinner
7:00 pm  Speaker
8:00 pm  Adjournment

    • 2 Apr 2019
    • 5:30 PM - 8:00 PM
    • The Albany Club
    Register

    Date:
    April 2, 2019

    Topic:
    Legal Update

    Speakers:
    Clare Burns, LLB., LL.M. Partner, Estate, Trusts and Capacity Litigation, WeirFoulds LLP
    Lori M. Duffy, LL.B., LL.M., Partner, WeirFoulds LLP

    Registration:
    To register, please click on the buttons in the emailed notices, or use the link and enter the address this email was sent to and follow the prompts.

    https://www.epctoronto.ca/event-3306148/Registration

    Meals:
    For special meal requests for yourself and/or your guest, please indicate your preference in the special meal order section when registering. Kosher meals are available. To modify your and/or your guest's meal order, please email info@epctoronto.ca.

    Changes or cancellations to your meeting registration are accepted until the Thursday before the meeting. For this meeting you will have until 5:30 pm on Thursday, March 28, 2019 to change or cancel your attendance and/or your guest registration.

    To change or cancel your and/or your guest's registration, please email info@epctoronto.ca.

    Place:
    The Albany Club
    91 King Street
    Toronto, ON

    Time:
    5:30 p.m. Drinks
    6:00 p.m. Dinner
    7:00 p.m. Speaker
    8:00 p.m. Adjournment

Tuesday, October 9 (2nd Tuesday)
Topic:  Economic Update
Speaker:  Derek Massey, CFA, Head of Portfolio Management (PIM) at HSBC Global Asset Management Canada

Tuesday, November 6
Topic:  Elder Abuse
Speaker:  Kimberly A. Whaley, CS, TEP, LL.M., Founding Partner, WEL Partners and Maureen Etkin, Elder Abuse Ontario

Tuesday, December 4
Topic:  Art in Estates
Speaker:  Malcom Burrows, Head, Philanthropic Advisory Services, Scotia Wealth Management, Scotia Turs

Tuesday, January 8 (2nd Tuesday)
Topic:  Challenging Estate Mediation/Litigation Case Studies  
Speaker: Robin A. Dodokin, B.A., LL.B., LL.M., Q.Med,  Dodokin Law & Conflict Resolution

Tuesday, February 12 (2nd Tuesday)
Topic:  Cross-Border Update
Speakers:  Dean Smith, PhD, CFP, TEP, CPA, CA, Partner, Cadesky Tax and Maureen Berry, B.Comm., LL.B, LL.M, TEP, Partner, Fasken
*** This meeting was cancelled due to severe weather and will be rescheduled ***

Tuesday, March 5
Topic:  Insurance Update
Speakers:  Glenn M. Davis, LL.B., MTI, TEP, Principal, GMD Trust and Estate Practitioner and Harris Jones, CPA, CA, CLU, CHFC, CFP, TEP, President, Harris Jones Advisory Inc.

Tuesday, April 2
Topic:  Legal Update
Speakers:  Clare Burns, LL.B., LL.M., Partner, Estate, Trusts and Capacity Litigation, WeirFoulds LLP and Lori M. Duffy, LL.B., LL.M., Partner, WeirFoulds LLP

Tuesday, May 7
Topic:  Tax Update
Speakers:  Rachel Gervais, CPA, CA, Partner, GTA Group Tax Service Line Leader, BDO Canada and Katie Kaplan, CPA, CA, Partner, Private Client Services Tax, BDO Canada

Tuesday, June 11
2019 Summer Social

Location: The Chase, 10 Temperance Street, 5th Floor Patio
Members Only

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