Accounting for Trusts, Estates & POAs is a high demand area & specialization. This 3 part series will help you and your staff to streamline your services and grow your practice. Presented by: Debbie Stanley, Senior Estate Administrator at ETP Canada and Anna Mouland, CEO and Co-Founder at Bequest.com

Attend both days / revised dates:

May 20 - Beginner / Intermediate 10am Pacific / 1pm Eastern - 1.5 hours

May 21 - Intermediate / Advanced 10am Pacific / 1pm Eastern - 1.5 hours

3 hours CE - approved by FP Canada™

----

*1/2 day - 3 hour training option on June 24th - Introduction to Estate Accounting - 1/2 day program

---

Registration for EPCC Members $199 

Guest- Professional Advisor $299 

Contact us for group/ firm pricing options

This event is for Professional Advisors only.

Effective January 1, 2025, all Ontario lawyers in private practice will be required to have a client contingency plan  in the event that they should pass away or become mentally incapable of carrying on their work. We will also review key considerations that professionals may wish to consider when implementing or updating a succession plan.

Without a contingency plan, when a lawyer dies or becomes incapacitated, it can result in situations where a lawyer’s client is suddenly unrepresented; needs to find new counsel on an urgent basis;  and in some cases, misses court-ordered deadlines or limitation periods before the client even knows that their lawyer is no longer able to assist them.

It is important that lawyers, who may not currently have a plan in place, begin to consider steps to ensure compliance by January 1, 2026 and beyond. We will discuss the importance of contingency planning for lawyers; share what documents you need to become compliant;  how to find the lawyer who should act as your plan administrator, or your “backup” along with providing links to some of the many resources available to lawyers who must put such plans into place.

Succession Planning:

•How complying with LSO By-Law 7.1 can be used as your starting point for your succession plan

•Why you need a succession plan as a professional, who to appoint, and their responsibilities

•Difference between personal and professional assets and appointing the right executor, pitfalls when appointing an executor, things to consider

•What happens if you don't put a contingency plan in place.

Presenter: Lisa Laredo, Laredo Law - Toronto

After graduating from the University of Windsor’s Faculty of Law in 2004, Lisa honed her advocacy skills at a criminal law firm in Toronto, before broadening her horizons – both legally and geographically speaking – practising structured finance, asset finance and international law in the German office of a global law firm.  

But it was only when she returned to Canada in 2007 that Lisa found her true calling, helping individuals with every aspect of their estate plans. 

Outside the office, Lisa also plays an active role in the legal community, as a member of the Canadian Bar Association, the Ontario Bar Association, the Law Society of Ontario and the Estate Planning Council of Canada. In addition, she recently obtained certification from STEP Canada via its coveted Trust and Estate Practitioner (TEP) designation.  

---

Registration $35 - Recording Available 

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information

We are going to explore a topic that is both financially critical and often overlooked until it’s too late—estate planning for residential rental property.

Whether you own a single-family rental or a portfolio of units, rental real estate is a powerful wealth-building asset. But without a clear, strategic estate plan, that same asset can become a source of legal complications, family conflict, and unintended tax burdens after you're gone or if you become incapacitated.

Our goal today is to help you think proactively about how to protect your rental property, ensure smooth transfer of ownership, minimize tax exposure, and—most importantly—honor your long-term intentions for your family or beneficiaries.

By the end of this session, you’ll have a clearer picture of how to build a plan that’s not only legally sound but also personally meaningful.

Presenters:

Connie den Hollander, TEP - Partner at Transitions Legal Solutions, Certified Collaborative Lawyer

Connie is an experienced lawyer, negotiator and dispute resolution specialist in Collaborative Divorce, Family Law, Estates and Closely Held Corporate disputes. She is a collaboratively certified practitioner, has served as Chair of Collaborative Professionals of Canada, President of Collaborative Lawyers of Saskatchewan and is a member of the International Academy of Collaborative Professionals. 

Connie has received her designation as a Trust and Estates Practitioner (TEP) with STEP, has served on the advisory board of The Estate Planning Council of Canada and on the board executive of The Saskatoon Estate Planning Council. She has been recognized by Canada’s Lexpert peer surveys as one of Canada’s Leading Practitioners in the area of Family Law and by Best Lawyers in the area of Trusts and Estates.

Steven Krause, CPA,CA, CPA (Illinois) ICD.D - President and Director at Avisar Everyday Trust

Steven is a Chartered Professional Accountant in BC, has a CPA designation in the state of Illinois and also is member of the Institute of Corporate Directors of Canada. Steven has spent his entire 30-year career in accounting and finance. His experience extends to every corner of the estate execution process, including buying and selling of businesses, real estate transactions and dealing with family owned enterprises. His thoroughness and professionalism combined with his deep sense of personal accountability has earned him the loyalty of clients throughout his career. Steven has served and continues to serve as a chief financial offer and director of both private and public companies, which keeps him on top of constant regulatory and legislative changes.

---

Registration $35 - Recording Available 

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information

Transitioning the farm to the next generation is about more than finances—it’s about people, planning, and purpose. Join us for a presentation that dives into the emotional and practical sides of transitioning the family farm.

We’ll explore how to prepare both the farm and the family for the future, including strategies for communication, succession planning, and managing change. Learn how to thoughtfully "take the farmer off the farm" while honoring their legacy and supporting their next steps.

This session will also feature a real-life case study of a farm family navigating their own transition journey—sharing lessons learned, challenges faced, and how they found a path forward.

Whether your client is just starting to think about transition or are already in the middle of the process, this presentation will offer valuable insights and tools to guide your next steps.

Presenters & Farm Family Experts:

Allison Henkel - Tax Partner, BDO

Eric Wipf - Wealth Advisory Partner at BDO

JP Barnabe - Partner, Valuations & Modelling

---

Registration $35 - Recording Available 

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information

Accounting for Trusts, Estates & POAs is a high demand area & specialization. This 3 part series will help you and your staff to streamline your services and grow your practice. Presented by: Debbie Stanley, Senior Estate Administrator at ETP Canada and Anna Mouland, CEO and Co-Founder at Bequest.com

June 24 - 9am Pacific / 12pm Eastern to 12 Pacific / 3pm Eastern

3 hours CE - approved by FP Canada™

---

*2 day training option Introduction to Estate Accounting / 3 Part Program

May 20 - 10am Pacific / 1pm Eastern - 1.5 hours

May 21 - 10am Pacific / 1pm Eastern - 1.5 hours

---

Registration for EPCC Members $199 - 1/2 day session

Guest- Professional Advisor $299 - 1/2 day session

Contact us for group/firm pricing options

This event is for Professional Advisors only.

Take a moment to reflect on the legacy you’ll leave behind—not just in documents, but in the stories, values, and memories that define your life and family. Leaving a Legacy: Preserving Family Memories is an inspiring and interactive workshop focused on approaches to identifying stories, capturing relevant memories and details, and preserving those stories for generations to come. You’ll leave with some practical tips on how to record and organize these memories, whether through writing, audio, or photos. By the end of the session, you’ll leave with tools and ideas to start creating a lasting legacy that goes beyond material possessions. It's not just about preserving the past—it’s about sharing who you are with the future.

Mali Bain, BA (UBC), BEd (SFU), MA (UBC), a former high school teacher, has also worked in university, philanthropic, and non-profit settings. She is a certified guided autobiography facilitator, family historian, and author. She is founder of the Canadian life story and family history publishing services company NextGen Story: Custom Publishing.

---

Summer Camp

Renouncing a US citizenship is an important decision for your clients. Our webinars walk you through all the tax obligations as a US citizen, how they affect everyday life, and why it’s crucial to renounce citizenship properly.

The presentation will answer these questions and more:

• What happens if I haven’t filed US taxes in several years (or ever)?
• Which US benefits am I still eligible for after I renounce?
• What are the most common reasons why US citizens living abroad renounce their US citizenship?
• Can I still collect US Social Security after renouncing properly? (hint: yes)
• What will my relationship with the US be like after renouncing my citizenship? How will it affect travelling?
• What are the pros and cons of renouncing and do the benefits of US citizenship outweigh the costs?
• How do I determine if I or a family member are US citizens without realizing it?
• What are the IRS filing and reporting obligations for those who have/had a US green card?

Alexander Marino has years of experience in cross-border tax law, estate planning, corporate tax, and US expatriation law. In addition to leading the US Tax Practice Group at Moodys Tax Law, Alexander also heads the US renunciation practice, annually representing hundreds of clients worldwide in properly giving up their US citizenship or terminating their US green card status. He regularly speaks on the topic of US renunciation and expatriation in Canada and around the world as one of the foremost experts in this area of law.

Alexander is a member of the New Jersey State Bar, Pennsylvania State Bar, American Bar Association Tax Section and the Society of Trust and Estate Practitioners. After graduating from the University of Pittsburgh with a B.S.B.A. in Finance and Marketing in 2006, Alexander received his JD from Duquesne University School of Law in 2010 and an LLM in taxation from the University of Florida Levin College of Law in 2011.