The Estate Planning Project – Year Two

Caregiving Matters Project The Estate Planning Project – Year Two

We are excited to continue this project in 2018.  This year we are doing a series of podcasts with estate planning experts and a full day of workshop that we conduced in September.  The September workshop details are noted below.  Our event was a great success and we thank all those who attended and especially our speakers.  Our venue at the King City Seniors’ Centre was packed and we were thrilled to bring out more chairs to seat everyone.  Stay tuned for the videos from that workshop to be posted on our site during November 2018.


Estate Executor Workshop

The good.  The bad.  The ugly.

This event targeted those who:  

  1. Had not yet named their Executor
  2. Were thinking of changing their Executor
  3. Will have this role in the future
  4. Are currently in this role

It took  place on: Saturday September 29, 2018,  9:30 am to 3:15 pm

King City Seniors’ Centre
30 Fisher St, King City, ON L7B 1G3

This was one workshop you should not have missed.
But if you did… here are the videos that were filmed during our live event

We are grateful for the support of

Topics and speakers

Greetings from the Government of Canada
Deb Schulte
MP King-Vaughan
Estate Executors Responsibilities and Roles
Margaret Black
Lawyer, Black & Hahn LLP
From Here to Eternity? The before, during and after basics of Estate Record Keeping
Linda Alderson
Author & Accountant
What the Will doesn’t say!
Dean Dunbar
Estate & Executor Services, Parallel Estate & Executor Services
Planning Ahead – Is Your Estate Protected?
Kat Downey
Funeral Director, Legacy Matters
Common Mistakes an Executor can Make
Amy MacAlpine [Bio]
Lawyer, Hummingbird Lawyers LLP
[Bio]
Meeting with a lawyer and dealing with an estate audit
Douglas Alderson
Lawyer, Author
Executor Insurance
Scot Dalton
CEO, ERAssure, ERAssure
Sibling Estate Fights
Charles Ticker
Estate Litigation Lawyer and Mediator, Charles B. Ticker Law Office
Changes to Testamentary Trusts and the effects on Estate Planning
Phelim O’Malley
Estate Planning Consultant, Author
The ABCs of financial and insurance planning
Brian Shumak, B.Sc., CLU, CFP, CHS, CFDS, TEP, EPC
Brian Shumak Financial Services

The Estate Planning Project – Year Two Episodes

Greetings from the Government of Canada

Deb Schulte
MP King-Vaughan

Estate Executors Responsibilities and Roles

Margaret Black
Lawyer, Black & Hahn LLP

From Here to Eternity? The before, during and after basics of Estate Record Keeping

Linda Alderson
Author & Accountant

What the Will doesn’t say!

Dean Dunbar
Estate & Executor Services, Parallel Estate & Executor Services

Planning Ahead – Is Your Estate Protected?

Kat Downey
Funeral Director, Legacy Matters

Common Mistakes an Executor can Make

Amy MacAlpine
Lawyer, Hummingbird Lawyers LLP

Meeting with a lawyer and dealing with an estate audit

Douglas Alderson
Lawyer, Author

Executor Insurance

Scot Dalton
CEO, ERAssure, ERAssure

Sibling Estate Fights

Charles Ticker
Estate Litigation Lawyer and Mediator, Charles B. Ticker Law Office

Changes to Testamentary Trusts and the effects on Estate Planning

Phelim O’Malley
Estate Planning Consultant, Author

The ABCs of financial and insurance planning

Brian Shumak, B.Sc., CLU, CFP, CHS, CFDS, TEP, EPC
Brian Shumak Financial Services