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The Estate Planning Council of Toronto


2022/2023 MEETINGS

The EPCT will adopt a hybrid format where three meetings will be in person, and four meetings will be held virtually via ZOOM. 

In person meetings will be held at the Arcadian Court from 5:30 pm - 8:00 pm. The virtual sessions will be held from 6:30 pm - 8:00 pm. The virtual sessions will be recorded and accessible to members for post-view.

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 as follows:

In person meetings:  8 days before the meeting
Zoom : until Midnight on the Sunday before a meeting


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

    • 7 Feb 2023
    • 6:30 PM - 8:00 PM
    • Online
    Register

    Date & Time:
    February 7, 2023 6:30 pm EST via Zoom

    Topic:
    Digital Assets, Estate Planning and the Law: What You and Your Clients Need to Know

    Program:
    6:30 pm  Networking
    7:00 pm  Panel discussion
    8:00 pm  Meeting ends

    Panel host: Jennifer A.N. Corak, Partner, Minden Gross LLP
    Panelists

    Lee Poskanzer, CEO, Directive Communication Systems, a provider of total digital asset succession management services
    Demetre Vasilounis, Lawyer, Fasken Martineau DuMoulin LLP

    Registration:
    Registration opens on January 24, 2023. To register, please click on the buttons in the emailed notices, or go to https://epctoronto.ca/meetings, click Register (blue button at left), enter the address this email was sent to and follow the prompts.

    Registration deadline is Midnight, Sunday, February 5, 2023.

    Zoom Meeting Link:
    You will receive the Zoom link, meeting ID and passcode in the Meeting Registration Confirmation email.

    Guests:
    Unlimited free guests can be registered for all virtual sessions.

    If you require assistance or want to change or cancel your and/or your guest registration, please email info@epctoronto.ca.

Monday, October 3, 2022 - In-person

Topic:  Matters of Interest to the Private Client Advisor
Speakers:  Elena Hoffstein , Lawyer, Miller Thomson LLP and Joan Jung, Lawyer, Minden Gross LLP
Where & When:  Arcadian Court at 5:30 pm

Tuesday, November 1, 2022 - Virtual

Topic:  Donor Advised Funds: A live case study
Panel host: Aneil Gokhale, Director, Philanthropy, Toronto Foundation
Panelists:
Fraser Somers, Toronto Foundation Fundholder - via pre-recorded segment
Sylvia Azoulay, Vice President, Wealth Strategist, Richardson Wealth Private Family Office
Eugenia Duodo, CEO, Visions of Science
Where & When:  Online at 6:30 pm

Tuesday, December 6, 2022 - In-person

Topic:  House of FEA - Stories on advising family enterprises
Speakers: 
Lou Celli, Partner, Grant Thornton LLP
Michael DesLauriers, Partner, Grant Thornton LLP
Danny Diamond, Partner, Grant Thornton LLP
Where & When:  Arcadian Court at 5:30 pm

Tuesday, February 7, 2023 - Virtual

Topic:  Digital Assets, Estate Planning and the Law: What You and Your Clients Need to Know
Panel host: Jennifer A.N. Corak, Partner, Minden Gross LLP
Panelists:
Lee Poskanzer, CEO, Directive Communication Systems, a provider of total digital asset succession management services
Demetre Vasilounis, Lawyer, Fasken Martineau DuMoulin LLP
Where & When :  Online at 6:30 pm

Tuesday, March 7, 2023 - Virtual

Topic:  Litigation Panel - from a planning perspective - a planner and litigator
Speakers:  To confirmed
Where & When:  Online at 6:30 pm

Tuesday, April 4, 2023 - Virtual

Topic:  Best Practices for Living your Best Life Until our Last Breath
Panel host:  Tiffany Harding, AVP, Head of Practice Management and Wealth Planning Services
Panelists:
Sandra L. Andreychuk, Advance Health Care Consultant/Health Care Ethicist/Registered Nurse, Provide Calm
Christine Brunsden, Founder & CEO, Provide Calm
Where & When: Online at 6:30 pm

Tuesday, May 2, 2023 - In person

Topic:  Social Event
Details to be confirmed

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