Estate Planning Council of Canada upcoming events

Summer Camp (July 15, 2026)

Wed, 15 Jul 2026 17:00:00 GMT

We have Summer Camp every year and advisors find fresh inspiration and skills for advancing their practice. Would you like to organize an Estate Planning Event for your clients?

Estate Planning is a great topic for sharing your expertise and advice with others. Areas covered:

• Presentations - Client events and networking events

• Co-Hosting - Join up with other Advisors

• Webinars - an easy online option

• Social Events - get to know others in your Advisor Community

• Content - share your expertise and partner with other Advisors too.

We will be sending a questionnaire to attendees before the workshop.

Be prepared to participate in discussion

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Presented by Laurie Daschuk, EPCC Executive Director

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1 hour

No charge for Estate Planning Council of Canada Members

Membership Information

The Cost Of Aging (August 19, 2026)

Wed, 19 Aug 2026 17:00:00 GMT

The cost of caregiving includes both the expenses borne by care recipients and the physical, emotional and financial impact on caregivers. Care recipients face cost for healthcare services, medications, home care and LTC which are only partially publicly funded.

Caregivers often provide unpaid support, leading to lost income, reduced work hours and increased stress or burnout. Out of pocket expenses, such as transportation, home modifications, and supplies further burden both groups.

These costs vary across provinces due to differences in healthcare coverage, availability of home care and LTC systems. Provinces with fewer services or older populations tend to place greater reliance on informal aka family caregiving. The impact creates an impact on broader society.

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.

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Registration $40

No charge for Estate Planning Council of Canada Members

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

Membership Information

Alter Ego and Joint Partner Trusts: A Comprehensive Update (September 17, 2026)

Thu, 17 Sep 2026 18:00:00 GMT

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

Elyssa Lockhart at MLT Aikens, Vancouver

Winnipeg Member Networking Event (September 23, 2026)

Wed, 23 Sep 2026 22:00:00 GMT

Join us for our very first Member Meet Up in Winnipeg!

Our host is the University of Winnipeg Foundation

Wednesday, September 23, 2026

5pm to 7pm

Campus Club / Wesley Hall - University of Winnipeg

Drinks & Appys

For EPCC Members only