| 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
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: How Estates Disputes Arise & How to Avoid Them
Panel host: Pia Hundal, Partner, Miller Thomson LLP
Panelists:
Ewa Krajewska, Partner, Henein Hutchison Robitaille LLP
Andrea McEwan, Partner, WeirFoulds LLP
Cara Zacks, Partner, Casey & Moss LLP
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, Manulife
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
Where & When: Verity Club at 5:30 pm
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