According to “A Guide for Professional Financial Advisors: The Philanthropic Conversation” and the study it is based on, advisors strongly believe that discussing philanthropy with high net worth clients is good for business and helps strengthen relationships, and high net worth clients agree that it strengthens their relationships. So how can a charity strengthen its relationship with a professional advisor?
Presented by:
C. Yvonne Chenier, B.A., LL.B., MBA, TEP, QC
C. Yvonne Chenier Q.C. is a lawyer and philanthropy consultant, with a focus on bringing services to the charitable and not‐for‐profit sector. Yvonne has been an active member of the national executive of the Charities and Not‐For‐Profit Section of the Canadian Bar Association for many years. She is presently the Chair of the National Section. She has presented on charity law topics to various groups in the financial and philanthropy sectors on many occasions including CAGP Nationally and locally, the Charity Law Symposium and Continuing Legal Education sessions on Charity Law at the Canadian Legal Conference. She has chaired Legal Education Society of Alberta seminars on Advising Charities and Social Enterprise in 2012 and 2013. Her articles have been published in the CBA “Charity Talk” newsletter, “The Canadian Taxpayer”, “Canadian Not‐For‐Profit News”, Carswell’s “Tax Times”, Thomson Reuters’ “Taxnet Pro” and the Hilborn Charity “eNEWS”. She has served as a trustee, board member or founder of numerous organizations over the past 35 years of her career. Yvonne is currently legal counsel in the Calgary office of Drache Aptowitzer LLP, a national charity law and tax firm.
John Poyser is a partner with Tradition Law LLP Estates and Trusts in Winnipeg. He also has an office and practices in Calgary as the Wealth and Estate Law Group.
His practice is limited to estate planning and estate litigation. In his planning practice, he helps clients pass wealth from one generation to the next while minimizing taxes and putting structures in place to improve the lives of beneficiaries. In his litigation practice, he challenges and defends the transfer of wealth by will, gift and trust, and provides consultations to lawyers from other firms who are pursuing legal action in those areas.
Nationally, he is a past chair of the Wills, Estates and Trusts Section of the Canadian Bar Association (the “CBA”), and a past Deputy Chair of the Society of Estate and Trust Practitioners (“STEP”). Internationally, he currently sits as a member of STEP’s Worldwide Council. He has also filled various roles at a provincial level, including a term as chair of the Wills and Estates Section of the Manitoba Bar Association, and a term as co-chair of the Winnipeg Chapter of STEP.
As an author, he wrote Capacity and Undue Influence, an eight-hundred page textbook published by Carswell in 2014. It canvasses the law relating to the transfer of wealth by will, gift, and trust, and helps lawyers and judges deal with attacks on those transfers. As a prior project, he coauthored ten editions of a textbook for Carswell entitled The Taxation of Trusts, a Practitioner’s Guide, dealing with taxation and planning issues relating to trusts and estates. John is also a regular contributor of articles in The Estates, Trusts and Pensions Journal.
He was the Founding Editor of The National Concordance, a compendium assembling and comparing succession laws across Canada, jointly published on-line by the CBA and Westlaw ECarswell, and continues in the role of Managing Editor for that publication. He serves as an Associate Editor of The Estates and Trusts Reports.
As a lecturer, he speaks regularly for law societies and bar associations across Canada.
Location: Fort Calgary (750 9th Avenue SE, Calgary) in the James O’Wilson room
Free parking available
Time:
Registration: 11:30
Lunch: 11:45
Presentation: 12:15 – 1:15
