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.

We will be offering 3 new sessions in the Fall, 2018.  To be notified as soon as soon the Fall webinars are open for registration, please e-mail us at learning@planinstitute.ca

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.  

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 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.

*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.