Meetings – Waterloo Wellington Estate Planning Council

Upcoming Meetings

Jan 9, 2025 - WWEPC - Member Meeting - Cross Border Quandaries: How Americans Living in Canada Can Push Forward Confidently RSVP
Feb 13, 2025 - WWEPC - Member Meeting - Planning Strategies Incorporating the Changes to Capital Gains Tax Rates to Consider RSVP
Mar 13, 2025 - WWEPC - Member Meeting - Estate and Financial Planning for Long Term Care RSVP
Apr 10, 2025 - WWEPC - Member Meeting RSVP
May 8, 2025 - WWEPC -Year end wrap-up Social Event RSVP

Past Meetings

Nov 14, 2024 - WWEPC - Guardian Hip Applications and Estate Planning
Oct 10, 2024 - WWEPC - Elder Abuse
Sep 12, 2024 - WWEPC - Inter-Jurisdictional Estate Planning
Jun 12, 2024 - WWEPC - June Social - Horse Racing in Elora
May 9, 2024 - WWEPC - Escaping your business before escaping your life.
Apr 11, 2024 - WWEPC - Avoiding and Managing Sibling Conflicts in Estate Matters
Mar 14, 2024 - WWEPC - Integration of Family Law and Estate Planning #2
Feb 8, 2024 - WWEPC - Integration of Family Law and Estate Planning #1
Jan 11, 2024 - WWEPC - Helpful productivity ideas for your practice
Dec 14, 2023 - WWEPC - Interactive Quiz Night
Nov 9, 2023 - WWEPC - What's wrong with this will and power of attorney drafting?
Oct 12, 2023 - WWEPC - Using Life Insurance Tracking Shares In A Corporation
Sep 14, 2023 - WWEPC - Elder Financial Abuse: The most common types, how to spot them, and how to respond to protect your clients and yourself.
Jun 8, 2023 - Year end wrap-up social event
May 11, 2023 - Tax Efficient Charitable Giving Strategies
Apr 13, 2023 - How applying for the Federal Disability Tax Credit intersects with Estate Planning
Mar 9, 2023 - Medical Assistance in Dying Protocol in Canada
Feb 9, 2023 - Estate Donations: 7 Years After Introduction
Jan 12, 2023 - New Bare Trust Rules for Disclosure and Filing
Dec 8, 2022 - Capacity Assessment Issues - Medical and Legal - Undue Influence
Nov 10, 2022 - Case Study involving renunciation of US citizenship for a Canadian born in the USA to eliminate US estate tax - Alexey Manasuev
Oct 13, 2022 - The Use of Annuities in Estate Planning - Lea Koiv
Sep 8, 2022 - Estate Freeze of Investment Portfolios
Jun 16, 2022 - Year-end Social at Crowsfoot Smokehaus
May 12, 2022 - Leaving a Transformational Legacy
Apr 14, 2022 - Trusted Contact Person Rules
Mar 10, 2022 - Farm Planning 201
Feb 10, 2022 - Farm Planning 101
Jan 13, 2022 - Case Study - Donation of Private Company Shares to Charity
Dec 9, 2021 - Review of Bill C208 - Intergenerational Transfers of Small Business
Nov 11, 2021 - What's Up With That?
Oct 14, 2021 - Family Feud Online Estate Trivia Game
Sep 9, 2021 - Estate Planning for Professional Athletes
May 13, 2021 - Post-mortem Tax Planning
Apr 8, 2021 - Banton Trusts – Predator Proof Your Legacy
Mar 11, 2021 - Tax Considerations for Estate Executors
Feb 11, 2021 - Estate Planning for the Client with US Assets
Jan 21, 2021 - Issues with the Senior Demographic in Canada (new date)
Nov 12, 2020 - Understanding Adult Guardianship
Oct 8, 2020 - Estate Accounting Methods
Sep 10, 2020 - The Law of Beneficiary Designations is Now in Flux
Jun 12, 2020 - Year-end Social 2019 - Option 1: Buffet Dinner and Show - Cancelled
Jun 11, 2020 - Year-end Social 2019 - Option 2: Indoor Golf - Cancelled
Jun 11, 2020 - Year End Social - Cancelled
May 14, 2020 - Estate Accounting Methods - Cancelled
Apr 9, 2020 - Estate Planning - U.S. Assets - Cancelled
Mar 12, 2020 - Shareholder Agreements Part 3 - Impact on Insurance
Feb 13, 2020 - Shareholder Agreements Part 2 - Accounting Considerations
Jan 9, 2020 - Shareholder Agreements Part 1 - Impact on Estate Planning
Nov 14, 2019 - Assisted Death
Oct 10, 2019 - Estate Planning - Blended Families
Sep 12, 2019 - Powers of Attorney
Jun 13, 2019 - Year-end Social Event with Spouses / Partners
May 9, 2019 - Tales from the Law Office
Apr 11, 2019 - Tales from the Financial Advisors
Mar 7, 2019 - Tales from the Insurance Company