$15

Advocis Kingston: Estate Planning Strategies

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Estate Planning Strategies

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"Planning for Probate: Producing a Tax Efficient Estate"

BARBARA HULME, BARBARA J. HULME PROFESSIONAL CORPORATION - As a graduate of University of Western Ontario School of Law, Barbara was called to the bar of the Law Society of Upper Canada (now the Law Society of Ontario) in 1994. She was working with E. Susan Elliott, at Good Elliott Hawkins, when she was made a judge of the Federal Court of Canada. (Barbara was, in fact, the only lawyer working with Susan Elliott when she was called up to the big leagues, despite claims by others).

Barbara has been a sole practice since 2016, with her office located at 275 Ontario Street. The focus of her practice is wills and estates where she practices from a seniors’ perspective.

Barbara sits on the board of directors of the Seniors Association Kingston region and the board of the Oasis program. She previously sat on the board of the council on aging. Barbara writes a monthly column for the vista magazine on legal issues and runs a pro bono legal clinic twice a month at the Seniors Centre.

Barbara grew up in the military, with her dad in the Airforce. Although Kingston is not Barbara’s hometown, it is her home. She lives here with her wife, Jess, who is also one of her law clerks.

"Wealth Transition Strategies"

JON HRELJAC, MANULIFE- As AVP Regional Tax, Retirement & Estate Planning Services, Jon provides estate and trust planning services and tax consultation to advisors, their teams and business partners throughout Ontario, Manitoba, and the Atlantic provinces. Prior to joining Manulife in 2011, Jon spent ten years in the income tax field at a National accounting firm as well as spending time in industry. He has an extensive background in providing tax consulting and accounting services to individuals and corporations. Jon received a Bachelor of Business Administration, with a specialization in accounting. He is a Chartered Professional Accountant (CPA), Certified Financial Planner (CFP), and a Trust & Estate Practitioner (TEP).

Participants are eligible for 3 Institute Accredited CE credits Workshop is FREE for Advocis Members & $15 for Non-Members

IMPORTANT REMINDERS:

  • If you’re a Member or Sponsor, please be sure to your Advocis ID or Sponsor Code as the “PROMO CODE” to ensure you have the correct ticket fee. Tickets listed are automatically “non-member” fees.
  • Zoom meeting details will come from Kingston@AdvocisChapter.ca, not Eventbrite. We ask you to kindly add us to your contact list. Zoom details will be emailed 24 hours BEFORE the event. Please kindly check your junk/deleted or spam email for details before contacting Paige at Kingston@AdvocisChapter.ca who can further assist you.

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