Wills, Trusts & Estate Planning

Specific to the needs of someone with a disability

Wills, Trusts and Estate Planning Workshop

Cost:

1 seat $65
2 seats $90

About the workshop

Becoming well-informed about wills, trusts and estate planning is necessary to secure the financial future of your loved one with a disability. In this workshop, estate-planning attorney Halldor Bjarnason & Ken Kramer explain how to arrange your estate, prepare a will, and the various ins and outs of setting up a trust specifically for your relative or loved-one with a disability.

This course is hosted as a small group session where specific individual questions are answered. Each session is co-facilitated by one of our partner attorneys, along with a PLAN parent.

This workshop will provide participants with practical information on the following topics:

  • Why and how to write and update a will when there is a family member with a disability
  • Ways in which to ensure your loved one with a disability is protected when family passes away
  • The types of trusts available for people with disabilities, including the differences between discretionary and Non-discretionary, Testamentary and Inter-vivos
  • The various tax rates differences between Trusts, including recent federal changes, and their implications
  • The roles and responsibilities of Executors and Trustees
  • Tips for finding the right lawyer for you and your family

Who should attend

Families/caregivers who have a loved-one with a disability

Location

Plan Institute Office, Suite 260 – 3665 Kingsway, Vancouver BC

Cost

$65.00 per person or $90.00 for two
*Price includes accompanying worksheets and power point presentations.

Instructors:

Ken M. Kramer is the Founder and Principal of KMK Law Corporation and has worked with Plan Institute for a number of years.

Halldor Bjarnason is a partner with the Vancouver law firm – Access Law Group and has been facilitating the Wills, Trusts, & Estates Workshops for a number of years.

Laurie Geschke is a lifetime member of PLAN, as well as being a dedicated parent and volunteer who has worked with a variety of non-profit, non-government organizations for over 30 years.

For more information please email learning@planinstitute.ca or call 604-439-9566.