Back by popular demand! Probate Law Changes and Estate Planning Meeting – May 22, 2012

Information posted April 25, 2012

Did you know that the Ontario government is proposing significant changes to Ontario’s Estate Administration Tax Act? Do you know what these changes are? And more importantly what these changes could mean to you?

This subject was first presented at our February meeting. However due to the overwhelming interest and the limitations of our meeting room we were unable to accommodate everyone who came. At the time we promised to repeat the presentations just as soon as we could.

For our May 22nd community meeting we are therefore very pleased to announce that we will once again be joined by Leony deGraaf  and representatives from the Wade Group who will discuss Probate law changes in Ontario and the impact this will have on estate planning that you and your executors need to know. To enhance the earlier material we will also gain an understanding of the impact these changes will have on final and estate tax submissions.

To fully understand these changes and how they might affect you please join us on Tuesday May 22nd for what we expect will be an informative evening. The meeting will take place from 7.00pm to 9.00pm at the Burlington Seniors Centre, 2285 New Street. We have reserved a larger room for this meeting

The meeting is open to everyone in Halton Region and is not intended to be for Burlington residents only.

Doors will open at 6.30pm and the meeting will take place between 7.00pm and 9.00pm.

Light refreshments, coffee, tea and cookies will be available.

We will begin with a welcoming address from our Chairperson, Tom Carrothers.

Tom will also provide an update on your CARP Halton Chapter and CARP National activities.

This will be followed by our keynote speaker, Leony De Graaf Hastings. Leony is a retirement and estate planning specialist. The focus of her presentation will be the changes to the legislation around wills, executors, trustees and probate and how those changes will affect you. Leony will address the changes in Ontario’s legislation and what these mean for those who accept duties as estate trustees and executors.

DeGraaf Financial Strategies have a strong focus on family wealth creation and preservation. For more information please visit

We will also be pleased to welcome Bill Sloper and Bryan Walters from Wade Group Professional Services who will also be co-sponsors of our meeting. Both Bill and Bryan will participate with Léony deGraaf in the main presentation.  Leony will lead the meeting and will call on The Wade Group to address how accountants work in conjunction with financial consultants toward estate planning and to discuss how changes to probate law will impact final and estate tax submissions.

The Wade Group are chartered accountants and strategic advisors who provide relationship-driven and forward-thinking service. They take a team approach to service delivery ensuring there is always an individual available who is familiar with Client’s situation. Compliance issues are addressed before they shift focus to ensure any risk in Client’s plans for business succession, retirement and estate planning is eliminated or minimized

Bill Sloper, is a Wade Group Partner. He is a CA, Certified Financial Planner, and an Accredited Trust & Estate Practitioner. Bryan Walters, B.Comm, CA, is a Tax Manager with the Wade Group.

For more information please visit their website at

We are also pleased to welcome Fred Crockett, SRES, ASA, Broker, Royal LePage Burloak Real Estate Services, Independently Owned & Operated Brokerage, who will also co-sponsor our meeting.

Please visit Fred’s website for more information at

Fred Crockett, SRES, ASA is a Broker with Royal LePage Burloak Real Estate Services in Burlington, and has focused a great deal of his practice on the needs of the senior community.  He holds the Accredited Senior Agent (ASA) designation, and is a member of the Seniors Real Estate Specialist (SRES) Council, CARP, the Canadian Club of Halton-Peel, and the Royal Botanical Gardens.

An expatriate British Columbian, he has lived and worked throughout Canada since the 1970’s, and has directly experienced the cycles of our real estate markets.  Disciplined perspective is essential in achieving the maximum benefit in any real estate transaction, particularly in emotionally-charged circumstances on the sale of a long-time family home.

deGraaf Financial Strategies, The Wade Group and Fred Crockett will have display tables where they will be available to answer any questions you may have and where you will have time to chat with them and to obtain additional information.

Following a few closing remarks from Tom and the 50/50 draw the meeting will close at 9.00pm.

There is no charge to attend this meeting. Everyone is welcome. Members bring a friend. Support your local chapter

We look forward to seeing you there.