We are delighted to welcome you to our 73rd season.
The Estate Planning Council of Toronto is an organization of professionals from interrelated disciplines such as legal, tax, financial planning, insurance, trust and charitable gift planning who advise the public on different aspects of estate planning. Founded in 1952, the Estate Planning Council of Toronto presents a regular program of continuing education and networking meetings for its members.
The Estate Planning Council of Toronto meets six times a year on the first* Tuesday of the months from October to May to share experience and ideas. At each meeting a keynote speaker is invited to present on a current topic related to estate planning.
*If there is a conflict with other industry events, this may be adjusted.*
UPCOMING EVENTDate: March 3, 2026 Topic: Helping Clients Decide: Donor Advised Funds vs. Private Foundations We'll explore the key differences between private foundations and donor advised funds and when to recommend one over the other. You'll hear from Lori Duffy, Senior Trusts and Estates Advisor, McCarthy Tétrault, Brad Jesson, Principal, Family Office Advisory, Northwood Family Office. |  ABOUT THE EPCT
The Estate Planning Council of Toronto is an organization of professionals from interrelated disciplines such as legal, tax, financial planning, insurance, trust and charitable gift planning who advise the public on different aspects of estate planning. |
BECOME A MEMBER
Membership in the Estate Planning Council of Toronto is by invitation. There is a limit of 120 members comprised of lawyers, insurance agents, brokers, accountants, trust officers and financial planners. |
SUPPORTFor general or technical assistance |
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