The Estate Planning Council of Toronto


2020/2021 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

Download the 2020/2021 program (PDF).

Month: April 2021

SundayMondayTuesdayWednesdayThursdayFridaySaturday
28
29
30
31
Apr 1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
May 1
2
3
4
5
6
7
8

Tuesday, September 22, 2020

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

Tuesday, November 3, 2020

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.

Tuesday, December 1, 2020

6:30 pm - Welcome and introductions
6:40 pm - "Appetizer" Topic: Philanthropy, Speaker: Aneil Gokhale, Toronto Foundation

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 adjourned

Tuesday, January 5, 2021

6:30 pm - 15-Minute "Appetizer" Networking session via Zoom breakout room
6:45 pm - 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.
7:45 pm - Meeting Adjourned

Tuesday, February 2, 2021

6:30 pm - 30-Minute "Appetizer" Networking sessions via Zoom breakout rooms
7:00 pm - 60-Minute "Main Course" Topic: Capacity - Ulysses Contracts and Capacity Assessments
Speakers:  Nicole Woodward, Partner, Miller Thomson, LLP with Michael Rosen, Senior Associate, Borden Ladner Gervais LLP and Alanna Kaye, Principal, A.S. Kaye Consultant
8:00 pm - Meeting adjourned

Tuesday, March 2, 2021

6:30 pm - 15-Minute "Appetizer" Networking sessions via Zoom breakout rooms
6:45 pm - 15-Minute "Appetizer" Topic:  Mental Health & Mindset
Speaker:  Amy Deacon, Therapist/Clinical Social Worker, Cleveland Clinic
7:00 pm - 60-Minute "Main Course" Topic:  Strategic Planned Giving: Working with Clients and Charities to Protect and Expand Your Business.
Speaker:  Keith Thomson, CEO, The Donor Motivation Program® Canada, Managing Director, Stonegate Private Counsel
8:00 pm - Meeting adjourned

Tuesday, April 6, 2021

6:30 pm - 15-minute "Appetizer" Networking sessions via Zoom breakout rooms
6:45 pm - 15-Minute "Appetizer" Topic:  Case Comment
Speaker:  Emma Hamilton, Associate, Norton Rose Fulbright Canada LLP
7:00 pm - 60-Minute "Main Course" Topic:  Estate Litigation
Speakers:  Angela Casey, Partner, Casey & Moss LLP and Clare Burns, Partner, WeirFoulds LLP
8:00 pm - Meeting adjourned

Tuesday, May 4, 2021

6:30 pm - 15-minute "Appetizer Networking sessions via Zoom breakout rooms
6:45 pm - 20-Minute "Appetizer" Topic:  Work from Home Technology
Speaker:  Jason Pereira, Woodgate Financial Ltd.
7:05 pm - 55-Minute "Main Course" Topic:  Tricky Tax Issues
Speaker:  David Stevens, Gowlings WLG International Limited
8:00 pm - Meeting adjourned

Powered by Wild Apricot Membership Software