The (R)evolution of Estate Philanthropy in Canada

TO REGISTER, EMAIL JILL AT moc.1763318723cpevf1763318723@rota1763318723nidro1763318723oc1763318723 by March 20th.
CAGP MEMBERS REGISTER HERE: Estate Philanthropy in Canada: the (R)evolution of Estate Philanthropy in Canada | CAGP (cagp-acpdp.org)

Event: Fraser Valley Estate Planning Council (FVEPC) & Canadian Association of Gift Planners (CAGP) Annual Crossover Event
Date: March 28, 2023
Location: Sandman Signature Hotel, 8828 – 201 Street, Langley, V2Y 0C8
Time: 5:30-7:30pm

5:30: Registration, Networking & Cocktails
6:00: Welcome & Buffet Dinner
6:45- 7:30: Presentation

Speaker: Paul Nazareth, VP, Education & Development, Canadian Association of Gift Planners

Topic: The (R)evolution of Estate Philanthropy in Canada

For many high-net-worth clients, charitable giving is something they are already doing, but, as always, planning is the key to multiplying both philanthropic impact and their personal fulfillment. Join us for business development insight into the current landscape of Canadian philanthropy and where your clients are already engaged in it. We will discuss how to have ‘The Philanthropic Conversation’ about expressing generosity through asset-based giving, financial and estate planning.

Speaker Bio: Paul Nazareth is well regarded for his work in Canada’s philanthropic sector. As Vice President, Education & Development at Canadian Association of Gift Planners (CAGP), his 20 years of experience spans across wealth management, universities and church philanthropy to serving as faculty member for the Master Financial Advisor in Philanthropy (MFA-P™) program trademarked by CAGP. Paul writes on philanthropy and regularly speaks about creating a personal legacy through smart, generous giving.

Dinner Fee: Included in FVEPC membership. Guest price is $75. Discounted fee for CAGP members is $50.

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18 Nov 25

Guardians of Intent: From Planning Desk to Courtroom Bench

Join Lilian Cazacu & Suzannah Denholm to explore common estate planning issues and strategies to safeguard clients’ wishes.

REGISTER TODAY!

Lilian’s Bio:

As a trained legal professional from Europe, Lilian upgraded his legal education at SFU with a Master in Applied Legal studies to become a BC Notary Public. He is an award-winning entrepreneur, Notary Public, and educator, with offices in Langley and Aldergrove. With over 15+ years of estate planning experience, he provides trusted guidance on wills, powers of attorney, representation agreements, and real estate transactions. Known for his clarity, professionalism, and client-centered approach, Lilian works closely with individuals, families, and professionals to ensure thoughtful, customized, and legally sound planning.

Suzannah’s Bio:

Suzannah Denholm is a litigation lawyer and a long-time resident of Surrey. She completed her undergraduate degree at Carleton University School of Journalism, and her law degree at the University of Ottawa. She was called to the Ontario Bar in 1999 and the British Columbia Bar in 2001.

Suzannah is a litigator with particular experience in resolving personal law claims, either in court or otherwise. She began working at Hamilton Duncan in 2015 after working at large firms in Ottawa and in downtown Vancouver where she appeared at all levels of Canadian courts, including the Supreme Court of Canada.

Presentation Description:

As legal and financial professionals, we are entrusted with documenting and safeguarding our clients’ intentions. Since much of the case law centers on interpreting and upholding those intentions, this presentation will highlight common issues that arise from faulty planning and the lessons we can learn from them. Drawing on both estate planning and litigation perspectives, we will explore practical strategies to ensure our clients’ wishes are protected and preserved.

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The (R)evolution of Estate Philanthropy in Canada

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