Transitioning the farm to the next generation is about more than finances—it’s about people, planning, and purpose. Join us for a presentation that dives into the practical and emotional sides of transitioning the family farm.

We’ll explore how to prepare both the farm and the family for the future, including strategies for communication, succession planning, and managing change. Learn how to thoughtfully "take the farmer off the farm" while honoring their legacy and supporting their next steps.

This session will also feature a real-life case study of a farm family navigating their own transition journey—sharing lessons learned, challenges faced, and how they found a path forward.

Whether your client is just starting to think about transition or are already in the middle of the process, this presentation will offer valuable insights and tools to guide your next steps.

Presenters & Farm Family Experts:

Allison Henkel - Tax Partner at BDO - Woodstock, ON

Eric Wipf - Wealth Advisory Partner at BDO - Calgary, AB

JP Barnabe - Partner, Valuations & Modelling at BDO - London, ON

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Registration $35 - Recording Available 

No charge for Estate Planning Council of Canada Members

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

Please forward this link for your colleagues to register: Farm Transitions: more than dollars and cents. https://www.epc-canada.org/event-6151837

Membership Information

This workshop is intended to review the use of the trusted contact in a way that can improve the expectations of all the parties involved.

• Here, we will explore such related issues as: 

• What is a trusted contact and what is the purpose of having one? 

• What are limitations and pitfalls of a trusted contact?

• How can an advisor work with a trusted contact to help identify incapacity with improved expectations? 

Presenter: Barb Mackay
Barb MacKay lives in the West Kootenay Region of British Columbia with her family and has enjoyed the journey of co-founding Plan My Estate and now working as an Estate Coordinator.  She holds licensing in BC, AB, SASK and ONT and finds a deep sense of fulfillment in guiding families find solutions to their estate concerns. Barb is an active member of her community and spends time supporting her kids in multiple sports endeavors while also continually engaging in life long learning.

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Registration $25 - Recording Available 

No charge for Estate Planning Council of Canada Members

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

June 24 - 9am Pacific / 12pm Eastern to 12 Pacific / 3pm Eastern

3 hours CE - approved by FP Canada™

3 Hours CE Approved by IAFP®

Attendees will receive a Certificate of Attendance.

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Registration for EPCC Members $199 - 1/2 day session

Guest- Professional Advisor $299 - 1/2 day session

Contact us for group/firm pricing options

This event is for Professional Advisors, Law Clerks and Paralegals only.

Take a moment to reflect on the legacy you’ll leave behind—not just in documents, but in the stories, values, and memories that define your life and family. Each attendee can bring a buddy - one free guest - partner, family member or friend, for this special summer event.

Leaving a Legacy: Preserving Family Memories is an inspiring and interactive workshop focused on approaches to identifying stories, capturing relevant memories and details, and preserving those stories for generations to come. You’ll leave with some practical tips on how to record and organize these memories, whether through writing, audio, or photos. By the end of the session, you’ll leave with tools and ideas to start creating a lasting legacy that goes beyond material possessions. It's not just about preserving the past—it’s about sharing who you are with the future.

Mali Bain, BA (UBC), BEd (SFU), MA (UBC), a former high school teacher, has also worked in university, philanthropic, and non-profit settings. She is a certified guided autobiography facilitator, family historian, and author. She is founder of the Canadian life story and family history publishing services company NextGen Story: Custom Publishing.

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Registration $40 - Recording Available - 2 hours

No charge for Estate Planning Council of Canada Members

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

Membership Information

Renouncing a US citizenship is an important decision for your client. We will look closely all the tax obligations facing a US citizen, how they affect everyday life, and why it’s crucial to renounce citizenship properly.

The presentation will answer these questions and more:

• What happens if I haven’t filed US taxes in several years (or ever)?
• Which US benefits am I still eligible for after I renounce?
• What are the most common reasons why US citizens living abroad renounce their US citizenship?
• Can I still collect US Social Security after renouncing properly? (hint: yes)
• What will my relationship with the US be like after renouncing my citizenship? How will it affect travelling?
• What are the pros and cons of renouncing and do the benefits of US citizenship outweigh the costs?
• How do I determine if I or a family member are US citizens without realizing it?
• What are the IRS filing and reporting obligations for those who have/had a US green card?

Alexander Marino has years of experience in cross-border tax law, estate planning, corporate tax, and US expatriation law. In addition to leading the US Tax Practice Group at Moodys Tax Law, Alexander also heads the US renunciation practice, annually representing hundreds of clients worldwide in properly giving up their US citizenship or terminating their US green card status. He regularly speaks on the topic of US renunciation and expatriation in Canada and around the world as one of the foremost experts in this area of law.

Alexander is a member of the New Jersey State Bar, Pennsylvania State Bar, American Bar Association Tax Section and the Society of Trust and Estate Practitioners. After graduating from the University of Pittsburgh with a B.S.B.A. in Finance and Marketing in 2006, Alexander received his JD from Duquesne University School of Law in 2010 and an LLM in taxation from the University of Florida Levin College of Law in 2011.

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Registration $35 - Recording Available 

No charge for Estate Planning Council of Canada Members

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

Membership Information

Presenters:

Atif Mir - Director of Canadian, International and Domestic Tax

Philip Mei, CPA, CGA, CPA (ND, USA), TEP - Partner 

Andersen in Canada

Presenter:

Nicole Garton, President of Heritage Trust, a regulated financial institution offering executor, trustee, power of attorney, escrow and multi-family office services to BC resident clients. She is also Senior Counsel at Lindsay Kenney LLP with a focus on trusts and estates and family law.