The Estate Planning Council of Toronto


2021/2022 MEETINGS

Meetings will be held virtually over Zoom, until further notice, with an opportunity to ask the speaker(s) questions. To bring added value to our existing and new members this season, we will feature an appetizer speaker or networking session and a main course speaker where noted. The virtual sessions will be held from 6:30 p.m. - 8:00 p.m. (Please refer to the meeting schedule as below). 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 until Midnight on the Sunday before a meeting.

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

https://www.epctoronto.ca/how-to-register

Time of Meeting: 6:30 - 8:00 p.m. presented via Zoom

No events available.

Tuesday, October 5, 2021

Topic:  The Intersection between Estate Law and Family Law
Speakers:  Karon C. Bales, Partner, Bales Beall LLP and Jessica Feldman Chittley, Partner, Bales Beall LLP

Tuesday, November 2, 2021

Topic:  Strategic Philanthropy: Helping Clients Maximize Giving and Minimize Tax
Speaker:  Mark Halpern,  CFP, TEP, MFA-P
               CEO WEALTHinsurance.com Inc.

Tuesday, December 7, 2021

Topic:  Virtual "Taste of Spain" Wine Tasting Social
A Virtual Wine Tasting Sommelier Presentation, expert-led tasting experience with tasting kits delivered to your door and gourmet food tasting options for those who do not wish for wine.

Tuesday, January 11, 2022

Topic:  Tips and Traps Involving Insurance in Estate Planning
Speakers:  Chris Canavan, Director, Wealth Oversight - Family Enterprise Services at PwC Canada and Tony Salgado, President & Founder, AMS Wealth Inc.

Tuesday, February 1, 2022

Topic:  Q&A with Financial Institutions
Speakers: 
Jag Gandhi, Vice-President, Wealth Planning at Gluskin Sheff + Associates Inc.
Robin Spurr, Senior Counsel, Estates and Trusts at CIBC
Tracey Woo, Vice-President, Professional Practice and Tax at RBC Wealth Management RBC Royal Trust

Tuesday, March 1, 2022

Topic:  Estate Planning in the Modern Family
Speakers: 
Darren Lund
, Partner - Private Client Services at Miller Thomson LLP
Sara R. Cohen, LL.B., Fertility Lawyer, Founder of Fertility Law Canada and Partner at D2Law LLP

Tuesday, April 5, 2022

Topic:  Advising Family Enterprises
Speaker:  Chris Delaney, Family Enterprise Architect and Author

Tuesday, May 3, 2022

Topic:  Tax Planning Update
Speaker:  Alex Klyguine, Tax Lawyer & Founder, Taxpayer Law

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