Waterloo Wellington
Estate Planning Council

The Estate Planning Council comprises professionals from the areas of law, accounting, insurance, banking, charitable planned giving, financial planning, and trust.

Meetings run from September through May where topics are presented on the various aspects of estate planning.

The objectives of our Council are:

• To promote a full appreciation and understanding of estate planning theories and techniques and the roles of members of the Council in estate planning,
• To encourage co-operation and understanding among the members of the Council, and
• To make representations to governmental bodies with respect to changes in law and practise in the fields of taxation and estate administration.

The Board is encouraging new members. If you are aware of anyone who would be interested, please contact a Board Member.