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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. - 7:45 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 5:30 pm on the Thursday 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 - 7:45 p.m. presented via Zoom

Download the 2020/2021 program (PDF).

Month: January 2021

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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

15-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.

Tuesday, February 2, 2021

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

Tuesday, March 2, 2021

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.

Tuesday, April 6, 2021

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

Tuesday, May 4, 2021

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

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