Ontario Estates Forum | Virtual | Afternoons of October 21st + 22nd, 2020

Wednesday, Oct 21, 2020 at 1:00 PM to Thursday, Oct 22, 2020 at 5:00 PM EST

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Wednesday, Oct 21, 2020 at 1:00 PM to Thursday, Oct 22, 2020 at 5:00 PM EST

ADB Insights is launching the Ontario Estates Forum in October, 2020, the second in a national series. The forum will be held virtually via Whova - a virtual event platform. By being virtual, it offers speakers and participants a unique and engaging way to connect with the broader estate planning ecosystem in an innovative format.

Ontario is unique. It has a rapidly expanding population, is on the edge of the largest intergenerational transfer of wealth in history and it has a large number of high-net-worth individuals and families based in - and relocating to - the province. This leads to both opportunities and challenges when it comes to estate planning, management and execution. .

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 estate planning ecosystem. In light of the economic and social impact from COVID-19, it also aims to present a picture of what it means for assets and businesses underpinning individual estates and for the advisors involved with managing them. Finally, the forum will provide an opportunity for members of the estate planning ecosystem to engage with each other.

Structure

  • Online Forum over 2 afternoons October 21 + 22, 2020 between 1-5pm, hosted on Whova, a virtual events platform.
  • 8 x sessions (panel discussion format) of 50 minutes each, 3-4 speakers per panel
  • Presentations from subject matter experts on areas related to the key themes of the forum

Accreditation Details

  • Financial Planners: Ontario Estates Forum qualifies for 7 FP Canada-Approved CE Credits
  • Insurance Specialists: Ontario Estates Forum qualifies for 6.5 hours of CE credits from The Institute/Advocis
  • Lawyers: CPD (Law Society of Ontario). This program contains 3 hours of Professionalism Content.
  • Accountants: can register attendance as verifiable CPD credits.

 

Panel Themes:

  • Setting the Scene: Managing Complexity in Estate Planning.

  • Digitization and wills: a new paradigm emerges.

  • The evolving role of wealth managers in estate planning.

  • Litigation, regulation and estate planning.

  • Estate planning in the digital age.

  • The evolving role of trusts in estate planning.  

  • The estates sector and innovation in a disruptive era.

  • Insurance and estate planning.

Andrew Bowyer

Andrew Bowyer is the founder of ADB Insights - a Vancouver based media and consulting company. ADB Insights convenes forums, workshops and digitally based platforms focused on change in the professional services sector - including the Canadian Legal Innovation Forum and the Canadian Estates Forum. It also provides consulting services for companies’ business development, strategy and content. Andrew is also an editorial consultant/writer for Bloomberg Law for projects focused on the US legal market. Andrew spent the first 13 years of his career in London and New York in various, globally focused roles at the Financial Times, Bloomberg and a strategy consulting firm focused on the global legal sector. He returned to Vancouver to set up ADB Insights in 2018. Email: andrew@adbinsights.com

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