Waterloo Wellington Estate Planning Council

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Home
Join
Members Directory
Board of Directors
Meetings
Members Area
About Us
Contact Us

Upcoming Meetings

Mar 11, 2021 - Tax Considerations for Estate Executors More Info
Apr 8, 2021 - "Banton" Trust Strategy in Estate Planning More Info
May 13, 2021 - Post-mortem Tax Planning More Info

Past Meetings

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

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