We will examine how personal property and household contents frequently complicates even well-structured estate plans, contributing to family conflict, executor burden, and administrative delays. 

Drawing on real-world examples, participants will explore why downsizing and decision-making around “stuff” are often deferred, how emotional and generational dynamics affect outcomes, and where traditional estate planning can fall short. 

Gain practical insight into identifying risk factors, framing more effective client conversations, and integrating personal property considerations into the estate planning process.

Speaker

Linda Chu is a Trained Professional Organizer and the owner of Out of Chaos, with 24 years of experience supporting individuals and families through downsizing, relocations, and estate clearings. She is the Founder of the BC Lower Mainland Chapter of Professional Organizers in Canada and has served the organization nationally in multiple Director roles, including as National President.

Linda’s career has been dedicated to working inside real homes at real moments of transition, giving her a rare front-line view of how personal belongings intersect with family dynamics, decision-making, and professional planning. She brings a practical, client-centred lens to conversations about personal property and is known for helping professionals better understand what happens beyond the legal documents. Linda is pleased to present to members of the Estate Planning Council of Canada.

---

No charge for Estate Planning Council of Canada Members & First Time Guests

Guests are welcome - this event is for Professional Advisors only - $35

Membership Information

Topics include: Bill C-15 change and 164(6) carry-back planning. AMT issue for Trusts, AETs, JPT, QST. Learn about Tax360 & how these new resources can help you. CRA Represent a Client - have you experienced issues?

Trusts are paying AMT now if they deduct investment fees - with some exceptions. There are major ramifications for trusts that are required to pay out income but still end up with taxes payable, especially if capital cannot be accessed. Many tax and legal implications with this issue. 

With Ryan Minor — Director of Tax at CPA Canada

Ryan Minor plays a key role in shaping tax policy and providing thought leadership for Canadian tax and accounting professionals. 

Professional background:

• Before joining CPA Canada, Ryan had over 20 years of experience in income tax practice, including with major firms such as Baker Tilly in Sudbury. 

• He has extensive experience advising on income tax issues and delivering practical insights to practitioners. 

• Ryan recently completed a PhD in Law from Queen's University, focusing on the effectiveness of tax policy in producing beneficial economic outcomes. 

Role at CPA Canada:

• As Director of Tax, he contributes to CPA Canada’s work on tax policy, education, and practitioner support. 

• He regularly speaks at national events and provides timely insights on legislative changes, emerging tax issues, and practical implications for tax professionals. 

• Ryan is frequently involved in committees and public discussions around tax policy and works to translate complex developments into actionable guidance for members. 

---

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

Share this link for Colleagues to attend: https://www.epc-canada.org/event-6575444

Meet fellow members from across Canada and join our lively forum!  We will do some round table discussion on selling your Professional Practice. Discussion topics will include preparation, valuation, tax planning, and more.  

Attendees can share insights, exchange ideas and identify possible courses of action to get ready for retirement, or to transition out of a Professional Practice. 

Please be prepared to turn your camera on and join the group. See you there! For Estate Planning Council of Canada Members only. One Hour

Discussion Host - Cindy Boury - USA/CDN Senior Portfolio Manager & Branch Manager at Cindy Boury Wealth Management of Raymond James Ltd. Offering Cross-Border Services

This event is not recorded.

No charge for Estate Planning Council of Canada Members

It has been estimated that close to $1 trillion will have been inherited by Canadians at the end of this year, as part of the great wealth transfer that began more than a decade ago. It won't end there of course, in fact some say the pace will ramp up. But will it?

There are three reasons to question one of the financial services industry's most optimistic narratives.

With Kevin Press

Leader of the Investment Executive and Advisor.ca editorial team

Newcom Media Inc.

---

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

Estate mediation is an important part of the estate litigation process. Most lawsuits settle well in advance of trial. Many people believe that appearing in Court and having a verdict from a Judge is the desired outcome when a lawsuit is commenced.

But mediation may be a better option as it provides the parties the opportunity to control the process as opposed to putting their fate in the hands of a total stranger.

Moreover, the estate litigation process is very lengthy and expensive. It can take many years of emotional and financial costs to litigate a metter all the way to trial. Mediation can greatly shorten the length of the Court proceedings and significantly reduce the legal fees involved.

Most estate disputes can be resolved well in advance of trial as long as the parties involved are willing to be reasonable and compromise.

Speaker: Charles Ticker

Charles B. Ticker is a mediator and former estate litigator with over 40 years of experience. He now restricts his practice to mediation of estate disputes. He received a B.Sc. (Hons Psychology) from McGill University and an LLB from Osgoode Hall Law School. He was called to the Bar of Ontario in 1980.

He received training as a mediator at Harvard Law School in 2007. Charles has appeared as counsel at all levels of Court in Ontario. He is a member of the Canadian and Ontario Bar Associations (Trusts and Estates and ADR sections) and the ADR Institute of Ontario. He has chaired and spoken at several legal conferences on estate issues and mediation. He publishes a blog “The Sibling Fight” which deals with sibling disputes in estate matters.

He has produced a CD set entitled “How to Make the Most of Your Mediation” and has written a book (published June 2019) entitled Bobby Gets Bubkes: Navigating the Sibling Estate Fight. Charles spends his free time volunteering for charities and playing keyboards with his garage band “The Faded Genes”.

In 2013, he was awarded the Queen Elizabeth II Diamond Jubilee Medal. Charles has been listed in the 2021 through 2024 editions of Best Lawyers in Canada for Trusts and Estates.

This CE session is for Canadian financial advisors who are integrating AI tools into their practice. It covers the regulatory framework—CIRO, PIPEDA, and FP Canada standards—and provides a practical 6-step workflow for using AI without compromising client data or your registration.

Through interactive exercises and real-world scenarios, advisors learn how to sanitize PII, vet vendors, and maintain audit-ready records. Whether you're already using AI or just getting started, this session gives you the compliance playbook to adopt these tools confidently.

1.0 Ethics Credits from The Institute

Speakers:

Noah Gaynor - CEO Continuum

Alex Deshefsky -  Co-Founder Continuum

Daniel Asper - Co-Founder Continuum

Neela White  FCSI®, CIM®, CIWM®, CPCA®, EPC, CEA®

Certified Professional Consultant on Aging (CPCA), Elder Planning Counselor (EPC), Certified Dementia Care Provider (CDCP) and a Senior Portfolio Manager at Blue Wing Advisory Group, a division of Raymond James. I have more than 25 years of experience helping clients manage their wealth and hold the Certified International Wealth Manager (CIWM) and Chartered Investment Manager (CIM) designations. My focus and passion on aging has been guided by my personal experiences following a series of family emergencies including the prolonged death of my father and a catastrophic accident that has left my mother in a wheelchair needing around the clock in-home care. I began my work in the field of Gerontology in 1993 after graduating from the University of Western Ontario and McMaster University with degrees in Psychology and Gerontology, and having a career in long term care. More recently, I have completed the Certified Patient Navigator program from York University, and the death doula training provided by Home Hospice Association. During the pandemic I completed a certificate program in Thanatology to get a better on what holds us back in planning for aging and end of life.

Alter ego trusts and joint partner trusts were introduced in 2001 and have become essential wealth and succession planning tools for Canadians 65 and older. However, a comprehensive update incorporating 20+ years of CRA interpretations, case law, and current planning challenges would be valuable.​

Key Issues to Cover:

• The 65-year age requirement and rollover mechanics under the Income Tax Act

• Subsection 75(2) reversionary trust rule concerns and how to avoid them​

• Loss of LCGE eligibility (unlike spousal trusts)​

• Interaction with the 21-year rule (these trusts are exempted until the settlor's death, then the 21-year clock starts)​

• Provincial probate savings analysis across provinces

• Family law considerations and potential fraudulent conveyance issues​

Presenters:

Raymond M. Loucks, CPA, CA, TEP, FEA

Tranquility Tax Solutions

Spend some time networking with some truly advanced financial planners, study technical subjects related to financial planning at an advanced level, and have some fun while you’re at it – our Symposium has it all.

IAFP offers both an in-person and a virtual Symposium again this year with an excellent lineup of speakers and the same great content you have come to expect. The three and a half day Symposium will include Case Study specific presentations, Round Table discussions, Q&A with the Speakers, an Interactive Trade Show, connection opportunities with other attendees and Game Challenges where you can win an assortment of prizes.

With the Institute of Advanced Financial Planners - 20 Speakers, 20 CE Credits

Registration Link: https://iafpsymposium.ca/#register