Agenda at a glance | ESTATE PLANNING CONFERENCE

ESTATE PLANNING CONFERENCE AGENDA

JOIN US FOR THIS EXCITING TWO DAY ONLINE EVENT

TUESDAY OCTOBER 20th & WEDNESDAY, OCTOBER 21st, 2020

THIS TWO DAY ONLINE CONFERENCE OFFERS A MIX OF PLENARY SESSIONS, DISCUSSION PANELS AND DEBATES.

CE CREDITS, INCLUDING AN ETHICS CREDIT, WILL BE PROVIDED

WE INVITE ADVISORS TO TAKE ADVANTAGE OF THIS GREAT ONLINE OPPORTUNITY TO CONNECT WITH AND CATCH UP WITH COLLEAGUES AND FRIENDS.

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DAY ONE*	Tuesday, October 20, 2020
8:30am	SIGN IN & ORIENTATION
	*Prelude: Welcome and Opening Comments* Izumi Miki McGruer, Managing Director, Freedom 55 Financial
	Plenary 1 “What has happened to the Estate Planning Landscape in the past year?” The 2020 Update Presenter: Martina Zanetti, TEP, Associate, Norton Rose Fulbright LLP
	Plenary 2 The Rocky Road of Taxes in 2020… and the tax planning opportunities created Presenter: Sheryne Mecklai, CPA, CA, TEP, Manning Elliott
	BREAK
	Plenary 3 *New Ways We Sign Wills: digital lights up the dark ages* Presenter: Mary Hamilton, Partner, Alexander Holburn + Lang LLP
	Plenary 4 Post-Mortem Planning for private company shares Presenter: Chris Ireland. CPA, CA, TEP, Sr. VP of Planning Services at PPI
	LUNCH
	Plenary 5 Like Sand Running Through One’s Fingers: Determining Spousal Relationships Presenter: Scott Boucher, Senior Associate, Norton Rose Fulbright LLP
	Plenary 6 Cross Border Estate Planning Primer – Knowing When You Don’t Know Presenter: Will Todd, Lawyer
	BREAK
	PROFESSIONAL ETHICS Doing Things Right vs. Doing the Right Thing Moderator: Gordon Behan, Partner, Clark Wilson LLP Presenters: lawyers – Ken Vimalesan and Gillian Crouch; accountants – Tim Duholke and Hugh Woolley; trust professionals – Jessica Lo and Steve Ivacko financial/insurance advisor – Liz Chicka.
	Closing Comments and Day One Wrap Up Izumi Miki McGruer & Mark Schulhof, Conference Planning Committee
	COCKTAIL HOUR

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DAY TWO*	Wednesday, October 21, 2020
8:30am	SIGN IN & ORIENTATION
	Welcome and Recap of Day One Izumi Miki McGruer, Managing Director, Freedom 55 Financial
	Plenary 7 *“Facts and Fiction and some challenging events and people”* Presenter: Debra Thomas, Director of Trust Services, BMO
	Plenary 8 *Cross Border Trusts – Welcome to the Unexpected* Presenters: Will Todd, Lawyer & Sheryne Mecklai, CPA, CA, TEP, Manning Elliott
	BREAK
	Plenary 9 So you thought you knew Whole Life… removing the complexities Presenter: Michael Haywood, LLB, TEP, Trowbridge Haywood Wealth Partners

	LUNCH
	Plenary 10 Tech Update: Pandemic Accelerates Digital Estate Planning Presenter: Sharon Hartung, P.Eng, MSc, PMP, CD

	Litigator vs. Planner *Battle Royale III – The Rubber Match* Gord Behan, Litigator vs. Geoff White, Planner, Clark Wilson LLP
	Closing Comments and Wrap Up Izumi Miki McGruer & Mark Schulhof, Conference Planning Committee