Wills, Trusts, and Estate Planning Webinar

Practical information to support your loved one with a disability.

Thank you for your interest in our Wills, Trusts & Estate Planning Pilot Webinar.

Plan Institute is currently developing a new Wills, Trusts & Estate Planning webinar with the generous support of Law Foundation of BC. During the pilot phase of this project, we will be offering 4 sessions in fall 2018 – please click your preferred date below to register.  

Webinars can be viewed online from anywhere in BC, outside of the Lower Mainland.

*If you reside in the Lower Mainland, BC and are interested in this workshop, please click here for Plan Institute’s in-house Wills, Trusts & Estate Planning Workshop.  

Cost:

FREE! Please note: These pilot webinars will be offered free of charge as a limited time offer for BC residents living in rural communities outside of the Lower Mainland. In return, all participants are requested to provide feedback on their webinar experience. Following launch of this program, all future webinars will have a small fee for participation.

Upcoming Dates:

Please click on your preferred date to register. 

September 20th, 2018 | 7pm-8pm

October 18th, 2018 | 10am-11am

November 5th, 2018 | 7pm-8pm

November 19th, 2018 | 10am-11am

About the Webinar

How do you arrange your estate to support and protect your family member with a disability? Becoming well-informed about wills, trusts and estate planning is necessary to secure the financial future of your loved one with a disability and give you peace of mind. British Columbians can now access Plan Institute’s highly successful Wills, Trusts and Estate Planning (WTE) course online. In this webinar, estate-planning attorney Brendan Pooran explains 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 webinar 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

The webinar will also feature a live Q & A session during which a local lawyer will be available to answer your questions.

Who should attend

Families/caregivers living in rural communities, who have a loved-one with a disability

Location:

Online

Speakers:

Brendan Pooran is the founder of and a Principal lawyer at Pooran Law. He regularly provides advice to individuals, families, organizations, and government in the areas of: wills & estates planning; disability law; and corporate law for not-for-profit and charitable organizations.

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.

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

*Please note that registration is limited to 25 people so early registration is encouraged.

**If you want to be added to a waitlist or notified about future workshops please contact learning@planinstitute.ca.