| The Estate Planning Council of Toronto |
In person meetings will be held at Arcadian Court, 401 Bay St, Simpson Tower, 8th Floor, Toronto from 5:30 pm - 8:00 pm.
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 up to noon, 8 days before the meeting.
Topic: What Would You Do?: Issue-Spotting, Risk Assessment and Problem-Solving
An interactive facilitated session
Nicole will host an interactive session involving various scenarios, where participants will be asked "what would you do?". Please join us for an evening of discussion, fun and learning!
Facilitator: Nicole Woodward, Partner, Leader, Private Client Services, Miller Thomson LLP
Where & When: Arcadian Court at 5:30 pm
Topic: Substitute Decision-Making: The Gaps in the System
Join us for a solutions-oriented session addressing the real-world challenges of decision-making capacity and facilitating substitute decision-making. We will uncover gaps in the current system and the challenges of navigating capacity assessments, POA activations, and professional responsibilities. We will ask the audience to share insights from their experiences and what keeps them up at night around these issues. You will leave with an appreciation for reducing the resulting risks for your clients, your organization, and yourself.
Speakers:
Stella Craveiro, MTI, TEP, Director, Regulatory & Fiduciary Oversight, Scotiatrust
Bruce Young, CPA, CA, CEA, Estate & Trust Advisor, Collective Agreement
Where & When: Arcadian Court at 5:30 pm
Topic: Litigation Fireside Chat
Panel Host: Pia Hundal, Partner, Bales Beall LLP
Panelists:
To be confirmed
Where & When: Arcadian Court at 5:30 pm
MENU:
Starters (Choose one):
Roasted Pear & Endive - Cranberries, Granola, & Blue Cheese Dressing (V, GF)
Artisan Green Salad- Stone Fruits, Peppered Almond Granola, Chardonnay Peach Vinaigrette (GF, VG)
Locally Smoked Salmon - Potato Waffle, Crème Fraîche, Caperberries, Pickled Red Onion
Mains (Choose one):
Roasted Maitake Mushroom - Crispy Panisse, Heirloom Carrots, Charred Broccoli, Garlic Vierge (GF, VG)
Chicken "Not Pie" - Puff Pastry Crisp, Potato Hash, Sweet Pea Velouté
Ontario Lamb Sirloin - Sweet Potato Pureé, Parisenne Gnocchi, Crispy Kale
Dessert (Choose one):
10 Layer Cake - Vanilla Sponge, Orange Cream, Dulce de Leche, Creme Anglaise (V)
Chocolate Pavlova - Cherry Curd, Macerated Cherries, Vanilla Chantilly, Brown Butter Streusel (V, GF)
V - Vegetarian VG - Vegan GF - Gluten Free
Topic: Mitigating Litigation Risk in Advising the Modern Family
Panel host: Kaye Bland, Tax Partner, Private Wealth, PwC
Panelists:
To be confirmed
Where & When: Arcadian Court at 5:30 pm
Topic: To be confirmed
Speakers:
To be confirmed
Where & When: Arcadian Court at 5:30 pm
Topic: Spring Social Event
Where & When: Arcadian Court, 5:30 pm