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We offer our community an opportunity to participate in various estate planning education sessions. Please find below our most recent webinars.

Tax Effective Charitable Planning – Jamie Golombek  
November 4, 2021     

Jamie Golombek, managing director, tax & estate planning at CIBC Private Wealth, presented a charitable giving education session.

In the online forum, Jamie provided an overview of charitable giving opportunities that are tax efficient for Canadians and suggested types of gifts you may wish to pursue as you consider making a gift to support charities such as St. Andrew’s College.

The Role of An Executor – Hilary Laidlaw 
March 30, 2022

Hilary Laidlaw is a certified specialist in estate and trust law. She shares with us practical advice on choosing your executor and explaining the duties of an executor should you be asked to accept this role. Hilary is a past parent, Trustee of the SAC Foundation, and lawyer whose practice focuses on estate planning and administration with extensive experience in contested estates.

Family Cottage: Love it or List it? – Allen Church and Hilary Laidlaw
November 23, 2022

The session was an informative panel discussion on disposing of your cottage (or recreational property) in a thoughtful, workable, and tax-effective manner. Our presenters, Allen Church and Hilary Laidlaw, shared their knowledge and experience on disposing of a recreational property in Canada, including tax implications, succession issues, and probate considerations.

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