HEPC Downloads

The Halifax Estate Planning Council has compiled the following list of past presentations made to the HEPC for you to view.

Files are in Adobe PDF Format. Use the link below to download Adobe PDF Reader if you are not able to view the files.

Membership forms

• Invoice for 2016-2017 Year (145 kb)
  Print and write in your name
• Membership Application Form 2016-2017 (28 kb)
  Download and complete for new members only

Past Meeting Discussions

• May 2007- Directors Liability in a Non-Profit org (284 kb)
• September 2007 - Cross-Border Estate Planning Issues (879 kb)
• March 2007 - A Trustee's Exercise of Discretion (274 kb)
• January 2007 - Probate in Nova Scotia (812 kb)
• Estate Planning To Avoid Estate Litigation (244 kb)
• September 2008 - Practitioners' Update (63 kb)
• October 2008 - Starting A Foundation: Guidance for Advisors (242 kb)
• March 23, 2009 (104 kb)
• April 20, 2009 - Serving Seniors Well (563 kb)
• October 19, 2009 - Dalhousie Center for Family Business (305 kb)
• November 16, 2009 - Signposts and Landmines - Powerpoint (1336 kb)
• November 16, 2009 - Signposts and Landmines - Paper (1718 kb)
• January 18, 2010 - Estate Planning Tips and Traps (190 kb)
• March 22, 2010 - Community Foundation of Nova Scotia (1569 kb)
• April 19, 2010 - International Wealth Planning (203 kb)
• November 15, 2010 - IPP's and RCA's (256 kb)
• Personal Injury Awards - Structured Settlement and/or Trust? (468 kb)
  Using products like annuities or trusts to manage personal injury ward settlements.
• Estate Planning with Real Estate (334 kb)
  Estate Planning with Real Estate
• Cross Border Planning (698 kb)
• Business Valuations - September 17, 2012 (848 kb)
• Retirement Planning and the Impact of Longer Life Expectancies (1344 kb)
• Family Law Impact on Estate Planning - January 21, 2013 (846 kb)
• February 2013 Case Study Post Mortem Tax Planning (693 kb)
• September 2013 - Tax Treatment of Testamentary Trusts (157 kb)
• Estate Planning for Canadians with U.S. Connections (223 kb)
• Tax Treatment of Testamentary Trusts (157 kb)
  September 21st 2013
• February 2014 Case Study - Charitable Gift Planning (3523 kb)