FREE VIRTUAL Series

 

Overview

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The Ontario Estates Forum returns in with a free, virtual webinar series on November 25th + December 2nd | 12-2pm ET.

The purpose of the Ontario Estates Forum is to shine a light on the key contexts, drivers, challenges and opportunities for professional advisors in the province’s estate planning ecosystem.

We’ll review the latest when it comes to trends around digitization of estate planning and best practices for navigating the estate transfer process.

The forum will also highlight the increasing importance of innovation in the estates sector. Specifically, how professionals focused on estates in their practices are gaining an edge through new ways of collaborating, leveraging technology and offering enhanced value propositions to their clients.

Structure + THEMES

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Structure:

  • 2 x 2 hour sessions: November 25th + December 2nd, 2021 (12pm - 2pm ET) - hosted on Zoom + free to attend

  • Each session will have 2 panel discussions, followed by case study presentations from sponsors

  • Accredited for CE hours (see details below)

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Themes:

  • Estate planning in the digital age - (November 25th)

  • Collaborative estate planning in action - (November 25th)

  • Best practices for managing the estate transfer process - (December 2nd)

  • Innovation and its impact on the estates ecosystem - (December 2nd)

Series Partners:


 

ACCREDITATION

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Accreditation

  • Financial Planners: Ontario Estates Forum qualifies for 3 FP Canada-Approved CE Credits (ID: 8985)

  • Insurance Specialists: Ontario Estates Forum qualifies for 3 hours of CE credits from The Institute/Advocis

  • Accountants: Can register attendance as verifiable CPD credits

  • Lawyers: This program contains 4 hours of Professionalism Content from the Law Society of Ontario

Accredited by:

Speakers Include

Program

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Thursday, November 25th: 12-2pm ET

Estate planning in the digital age (12.00 -1.00pm ET)

As the world rapidly digitizes, so has estate planning. Here, our expert panel will look at the contemporary drivers and trends when it comes to digitization and the estate planning process.

During the session, our speakers will review the following themes:

Collaborative estate planning in action (1.00 - 2.00pm ET)

The estate planning process is facing increasing complexity due to a number of key drivers. These centre around addressing the largest generational transfer of wealth in history already well underway; managing complex, multi generational and jurisdictional family estates and new expectations in terms of service delivery from clients. 

In order to help clients navigate this complexity and deliver results, professional advisers must up their game. Not only in terms of their specific areas of expertise but also the increased requirement (and expectation) for increased collaboration with other professionals, more nuanced and sophisticated approaches to estate planning and the increasing importance of technology to enable it.

On this panel, our speakers will review:

Thursday, December 2nd: 12-2pm ET

Best practices in managing the estate transfer process (12.00 -1.00pm ET )

Planning and execution around the estate transfer process is complex. And the onus rests with professionals to ensure that the process is well planned and that risks are accounted for and mitigated both before and during the transfer process. The role of technology is evolving as a critical part of the equation -  supporting jumps in efficiency as well as offering ways for advisors to gain an edge in a competitive marketplace. On this panel - we’ll outline the key tenets of the estate transfer process, common pitfalls and the role that technology can play in supporting the process.

During the discussion, our speakers will cover the following:

  • The key tenets and strategies available when it comes to the estate transfer process including: the importance of wills, trusts and comparing strategies around probatable and non-probatable assets.

  • Benefits and risks for these strategies and how to take advantage of and mitigate them.

  • The evolving role of technology in supporting the estate transfer process.

Speakers:

John Israel Galambos, Partner, Miller Thomson

Scott Binns, Partner, Richter

Ari Brodje, Founder + CEO, Estateably

Chair: Krista Simon, Partner, Hammerco Lawyers

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Innovation and its impact on the estates ecosystem (1.00 - 2.00pm ET)

As digitization across society and business accelerates, so does the need for the estates ecosystem to innovate. At its core, estate planning, administration and distribution requires professionals from multiple disciplines to collaborate on complex matters. For end users – coordination, planning and execution during the estates process is often seen as opaque, slow and primarily analogue. This creates opportunities for agents and drivers of change and poses risks for those who don’t adapt.

In this session, our speakers will focus on the challenges and opportunities faced by estate professionals when it comes to collaboration and new, design driven approaches to estate planning and administration. They'll also look at how innovative platforms (financial, technology and new approaches to client intake and management) are helping to enhance the experience and deliver better outcomes - for both professionals in their practices and their clients.

Speakers:

Jordan Atin, Counsel + Co-Founder of e-State planner, Hull & Hull

Emma Michael, Partner, Aion Law Partners

Max Ezerins, Chief Product Officer, Settify

Amanda Bafaro, Chief Risk Officer and General Counsel, BridgePoint

Chair: Arin Klug, Co-Founder, Epilogue Wills

Questions?

Contact the event organizer by email for speaking and sponsorship opportunities:

andrew@adbinsights.com



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