On Tuesday, Oct. 6, 2026, University Hospitals Kingston Foundation (UHKF) is hosting a free Planned Giving webinar, ‘Estate Tax Planning for You and Your Estate Trustee'!
UHKF's Legacy Giving webinars are a free opportunity for community members to engage with and hear from leading financial experts on how planned giving can impact one's financial plan and transform the future of care through Kingston Health Sciences Centre and Providence Care.
The session will feature Megan Davis, CPA, CA, TEP, CFP, RFP and founder of Estate Tax Services Professional Corporation discussing how planning your estate involves more than creating a will. Understanding the tax implications of your estate can help you protect your assets, reduce unnecessary taxes, and make the administration process easier for your loved ones.
Join us for an informative webinar exploring the key tax considerations involved in estate planning. Learn about common tax obligations at death, strategies for preserving your wealth, and the important role an estate trustee plays in managing and settling an estate.
Topics include:
- Tax considerations at death
- Registered accounts and tax implications
- Capital gains and estate taxes
- The responsibilities of an estate trustee
- Strategies to help minimize taxes and simplify estate administration
- Common estate planning mistakes to avoid
- And more
Whether you're creating your own estate plan or preparing to act as an estate trustee for a family member, this session will provide practical information to help you navigate the process with confidence.
Event Details:
- Date: Tuesday, Oct. 4, 2026
- Time: 10:00 a.m. - 11:00 a.m. EST
- Location: Online webinar (Zoom)
- Cost: Free
Questions?
If you would like to receive this invitation by email, or have any questions, please call UHKF's Jennifer Butchart
Associate Director, Legacy Giving & Estates at 613-549-5452 ext. 11323 or by email.
About Megan Davis, CPA, CA, TEP, CFP, RFP
In November of 2018, Meghan founded Estate Tax Services Professional Corporation, a boutique accounting firm to cater to the unique accounting and tax needs of trustees and executors. She is a member of the Chartered Professional Accountants of Ontario and earned her Trust and Estate Practitioner (TEP) designation in 2017 from STEP Canada. She is a Certified Financial Planner (CFP) and Registered Financial Planner and offers Financial and Estate Plans to customers on a fixed-price basis. Before starting her own firm, Meghan worked in the tax practices of both local and international firms and has earned a reputation for providing high-quality tax advice in an easygoing and approachable manner.