Estate Planning Council of Canada

Do you have clients with property, investments, or family in Panama? Learn about tax & planning strategies for residents and non-residents. Advisors are invited to attend: https://lnkd.in/eSfGw95b We will also be covering: •Permanent Residency Programs •Buying Real Estate in Panama •Setting Up a Corporation or Foundation •Opening a Bank Account Presenters: Juan Francisco Pardini, LLM, TEP and Eduardo Achurra Montero - Attorney Pardini & Asociados is an international law firm with headquarters in Panama with 40+ years of tradition advising foreign clients and corporations of all sizes. The firm was founded in 1982 in Panama with an original practice in Corporate law, Commercial law, Trust law, and Maritime law, which still continues today. They also have assisted individual investors and medium size companies ranging from individual investors purchasing properties and helping those clients with their corporate, immigration and banking, to medium size groups setting up a BPO in Panama and small companies setting up a beach hotel & lodge. Currently, Pardini & Asociados is the Panama member of International Advisory Experts, Boks and IR Global, all private networks of law firms with presence in more than 75 countries around the world. With these networks, our firm provides an excellent solution to serve their customers effectively and efficiently anywhere in the world. --- Registration $45 - Recording Available No charge for Estate Planning Council of Canada Members Guests are welcome - this event is for Professional Advisors only. Membership Information: https://lnkd.in/eeJXG7yb --- www.epc-canada.org

This seminar explores the legal, ethical, and practical challenges of transferring difficult or sensitive artworks and collectibles in the context of estate planning. Advisors are invited to attend: https://lnkd.in/eZ2Kucys From street art and site-specific installations to works with problematic provenance, colonial histories, restricted materials (e.g., ivory), or authenticity concerns, and AI avatars these assets often defy standard discovery, valuation and succession models. Through case studies participants will examine issues of title, exportability and tariffs , repatriation or restitution claims, technology and art markets challenges. The session will offer practical tools and best practices for identifying red flags, structuring compliant and forward-looking transfer mechanisms, and advising clients on stewardship, and legacy planning in this complex space. --- Sara Adami-Johnson Esq, Ph.D, TEP, LL.M, JD, CFP® Vice President, High Net Worth Planning Services— International Estate, Art and Digital Legacy Planning, Family Office Services, RBC Wealth Management Sara specializes in international estate planning, art collection and digital legacy planning for UHNW families in developing their wealth and legacy plans. Sara has two decades of professional experience in complex estate and trust administration and planning; business succession; cross-border tax planning (STEP Advanced Certificate in Cross-Border Estates); family governance (STEP Advanced Certificate on family enterprise advising); art collection management and art estates planning (“Art as Global Business” Certificate, the Sotheby’s Institute of Art and European Institute of Sustainability, “Art Disruption,” NFTs and tokenization of Art, legal and tax planning); as well as, Digital Assets Inventory and estate management. She is a graduate of Masters in US Law at George Mason University and was called to the California State Bar in 2021. Sara achieved her Ph.D. in International Management (Behavioural Finance and Law) at the International School of Management in France, as well as completed the Federation of Law Societies of Canada, National Committee on Accreditation at UBC Peter A. Allard School of Law. --- Registration $35 - Recording Available - $55 with CE Certificate No charge for Estate Planning Council of Canada Members Guests are welcome - this event is for Professional Advisors only. Membership Information: https://lnkd.in/eeJXG7yb

Tax Considerations in Structuring Exit Clauses on Death of a Shareholder Advisors are invited to attend: https://lnkd.in/e6u3D2P5 The presentation will focus on the following topics: (i) right of first refusal and buy-sells; (ii) discount on sale price between non-arm’s length parties; (iii) repurchase vs sale among shareholders; (iv) insurance proceeds and capital dividend account; and (v) use of a family constitution. Our Presenter is Julian Franch, B.A., M.B.A., J.D. Tax Partner at Cassels Brock & Blackwell LLP Julian is a partner of the Tax & Trusts Group at Cassels. His practice focuses on personal and corporate tax planning for privately-owned Canadian corporations, and business succession. He advises private businesses and entrepreneurs as they navigate the life cycle of their business organizations by presenting planning for both pre and post liquidity events. Recent tax publications include a two-part series of articles on succession planning published by Wolters Kluwer and an article on the effective use of shareholders’ agreements for business succession as part my presentation at the Canadian Tax Foundation 2024 Ontario Tax Conference. --- Registration $35 - Recording Available - $55 with CE Certificate No charge for Estate Planning Council of Canada Members Guests are welcome - this event is for Professional Advisors only. Membership Information: https://lnkd.in/eeJXG7yb --- www.epc-canada.org

We welcome Jamie back for a fast paced & fact filled look at the Nov 4 federal budget and some year end strategies and reminders. Advisors are invited to attend: https://lnkd.in/eAVjn7Ec Tax planning should be a year-round affair. But as year-end approaches, now is a particularly good time to review and take advantage of any tax planning opportunities that may be available before the December 31st deadline. Jamie Golombek is Managing Director, Tax and Estate Planning with CIBC in Toronto. As a member of the CIBC Private Wealth team, Jamie works closely with advisors from across CIBC to support their clients and deliver integrated financial planning and strong advisory solutions. He joined the bank in 2008 after 12 years with a global investment company, where he was involved in both internal and external consulting on all areas of taxation and estate planning. Jamie has also worked for Deloitte as a tax specialist in the Toronto office, where he specialized in both personal and corporate tax planning. Jamie is quoted frequently in the Canadian media as an expert on taxation, writes a weekly column called “Tax Expert,” in the National Post, has appeared as a guest on BNN, CTV News, and CBC’s The National and has been a regular personal finance guest on The Marilyn Denis Show. He received his B.Comm from McGill University, earned his Chartered Professional Accounting (CPA) designation in Ontario and qualified as a U.S. CPA in Illinois. He has also obtained his Certified Financial Planning (CFP) and Chartered Life Underwriting (CLU) designations. Jamie is a current member of the Estate Planning Council of Toronto, the Canadian Tax Foundation and the Society of Trust and Estate Practitioners. Jamie also teaches an MBA course in Personal Finance at the Schulich School of Business at York University in Toronto. --- Registration $35 - Recording Available - $55 with CE Certificate No charge for Estate Planning Council of Canada Members Guests are welcome - this event is for Professional Advisors only. Membership information: https://lnkd.in/eeJXG7yb www.epc-canada.org

Advisors know clients want to give back—but many feel uncertain about the best structures or don’t have time to dive deep into charitable planning. Advisors and invited to attend: https://lnkd.in/eWknEUFi In this session, learn how Donor Advised Funds (DAFs) simplify philanthropy for advisors and clients alike—offering impact, flexibility, and expert support. You’ll discover how partnering with a Community Foundation can strengthen client relationships and add real value to your practice. As trusted partners, Community Foundations provide the expertise, administrative support, and local knowledge that allow advisors to offer more without adding to their own workload. By introducing clients to Donor Advised Funds (DAFs) through a Community Foundation, advisors can: · Confidently address clients’ charitable goals without needing to be technical experts. · Strengthen client relationships by connecting them to meaningful, high-impact giving opportunities. · Position themselves as strategic connectors, enhancing the value they bring to high-net-worth clients. Join us for this engaging session as we explore how advisors can seamlessly integrate philanthropy into estate planning through Community Foundation DAFs. You’ll leave with practical insights, fresh language to use with clients, and a clear sense of how philanthropy can become a differentiating part of your practice. Moderator: Neil Parmar, Board Member for Community Foundations of Canada Panelist 1: Aneil Gokhale, Toronto Foundation Panelist 2: Danielle Gibbie, Annauma Community Foundation Panelist 3: Adam Hicks, CPA, PMP, ICD.D, South Saskatchewan Community Foundation Panelist 4: Diane Silva, London Community Foundation --- Registration $35 - Recording Available - $55 with CE Certificate No charge for Estate Planning Council of Canada Members Guests are welcome - this event is for Professional Advisors only. www.epc-canada.org Membership information: https://lnkd.in/eeJXG7yb

We will begin with the legal issues, then discuss what it is like trying to interpret them in the hospital. This document should ensure that someone you trust will act on your wishes and needs concerning your personal care when you can no longer do so yourself due to illness, injury, or other reasons. Advisors are invited to attend: https://lnkd.in/eV44Q33n Presenters: Angela Suzanne Fallow, LL.B, TEP - Estate Planning & Administration Lawyer, Fallow Gould LLP Fallow Estates Law is led by experienced estates lawyer, Angela Fallow, LL.B., TEP (Trust & Estate Practitioner) recognized by the Global Society of Trust and Estate Practitioners (STEP). Spanning almost two decades, Angela has built a thriving estates law practice, supported by a long term mentorship with one of Ontario’s top estates lawyers. Daniel Howes - Medical Director at Queen's University, CEO of Custodius Daniel's interest and passion for resuscitation medicine has led him through 25 years of clinical work, teaching, research, and innovation. His academic focus has been on Leadership, crisis decision-making, and cognitive load - a focus that has led to leadership roles ranging from small clinical teams, to the Queen's Department of Critical Care during the COVID pandemic, to co-founding a rapidly growing company. Daniel has been involved in the establishment of Canada's first training program in Resuscitation Medicine, the CAEP Critical Care Committee, the Critical Care Response Team at Kingston Health Sciences Centre, the Kingston Resuscitation Institute, and with his partner Angela Fallow, starting Custodius, a solution for the will storage challenges that Wills and Estates Lawyers experience. --- Registration $35 - Recording Available - $55 with CE Certificate https://lnkd.in/eV44Q33n No charge for Estate Planning Council of Canada Members Guests are welcome - this event is for Professional Advisors only. Membership Information - www.epc-canada.org