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.

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.

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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

Meet fellow members from across Canada and join our lively forum!  We will do some round table discussion on International Estates & Planning. Discussion topics can include wills, trusts, tax, and family challenges from around the world.

Attendees share insights, exchange ideas and identify possible courses of action to navigate common International Estate issues.  

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 - Derek Dalsin and Subhastin Kharag. This event will not be recorded.

No charge for Estate Planning Council of Canada Members

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Sara M. Johnson, ESQ, Ph.D., TEP, CFP, LL.M. (US Law), JD 

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.

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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

Do you have clients with property, investments, or family in Panama? Learn about tax & planning strategies for residents and non-residents.

We will also be covering:

1. Permanent Residency Programs
2. Buying Real Estate in Panama
3. Setting Up a Corporation or Foundation
4. Opening a Bank Account

Presenters:

Juan Francisco Pardini, LLM, TEP and Eduardo Achurra - 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.

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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

Meet fellow members from across Canada and join our lively forum!  We will do introductions and also round table discussion on what software or technology you are currently using or plan on trying in 2026.  You can also ask tech related questions to the group. See you there!

Remember how great it is to connect and converse? 

Because when we decide to show up, be real, and meet others, ...pretty cool stuff happens.

No charge / for Estate Planning Council of Canada Members only

Clients without children may face unique estate and planning considerations from choosing appropriate decisions makers to structuring meaningful legacies, trusts and charitable gifts.

Join us as we explore best practices to guide these clients in developing plans that protect their interests, reflect their values and address overlooked risks.

Presenter: Damian McGrath, LLB, TEP

Damian is an AVP with the Estate and Trust Solutions team for Souls Trust Company. He brings over 20 years’ experience in estate planning and trust law. He has deep expertise in trust services for the provinces of AB, SK and BC. Previously, Damian worked in private legal practice, and held an estate and trust consultancy role with a bank-owned trust company. Known for his impartial guidance and integrity, Damian takes a practical approach to helping clients with their estate, trust, philanthropic and legacy planning needs.

Damian is a member of the Law Society of Saskatchewan and the Society of Trust and Estate Practitioners (STEP). He earned a Bachelor of Laws (Honours) from the University of London.

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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

Presenter: Kim Moody