The Estate Planning Council of Toronto |
https://www.epctoronto.ca/how-to-register
Time of Meeting: 6:30 - 7:45 p.m. presented via Zoom
10-Minute "Appetizer" Topic: COVID and your health - your questions answered
Speaker: Talia Zenlea, MD, Gastroenterologist, Women's College Hospital
60 minute "Main Course" Topic: Incentive Trusts and Purposeful Trusts
Speakers: Elena Hoffstein , Miller Thomson LLP and Eric Hoffstein, Fogler, Rubinoff LLP
15-Minute "Appetizer" Networking session via Zoom breakout room
60-Minute "Main Course" Topic: Advising High Net Worth Individuals and Families in Crisis.
Speaker: Jaime Watt, Executive Chairman, Navigator Ltd.
6:50 pm - "Main Course Topic": Virtual Wine Tasting Sommelier Presentation
Guided tasting experience with Sommelier. A non-alcohol cheese plate option is available.
7:35 pm - Governance Update, Speakers: Nicole Woodward and Tiffany Harding, EPCT Governance Committee
7:45 pm - Meeting adjourned15-Minute "Appetizer" Networking session via Zoom breakout room
60-Minute "Main Course" Topic: Advisors' Negligence Panel
Speakers: Michael Bookman, Litigation Lawyer, Babin Bessner Spry LLP, Kellie Seaman, Senior Claims Counsel, LawPRO, and Malcolm D'Souza, Executive Vice-President, CPA Professional Liability Plan Inc.
15-Minute "Appetizer" Networking session via Zoom breakout room
60-Minute "Main Course" Topic: Capacity - Ulysses Contracts and Capacity Assessments
Speakers: Arthur Fish, Borden Ladner Gervais LLP and Alannah Kaye, Designated Capacity Assessor
10-Minute "Appetizer" Topic: Mindset & Health
Speaker: Amy Deacon, Cleveland Clinic
60-Minute "Main Course" Topic: Strategic Planned Giving
Speaker: Mark Halpern, WEALTHInsurance.com Inc.
10-Minute "Appetizer" Topic: Case Comment
Speaker: Emma Hamilton, Norton Rose Fulbright Canada LLP
60-Minute "Main Course" Topic: Estate Litigation
Speakers: Angela Casey, Casey & Moss LLP and Clare Burns, WeirFoulds LLP
20-Minute "Appetizer" Topic: Work from Home Technology
Speaker: Jason Pereira, Woodgate Financial Ltd.
50-Minute "Main Course" Topic: Tricky Tax Issues
Speaker: David Stevens, Gowlings WLG International Limited