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DTSTART;TZID=America/Vancouver:20251008T120000
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DTSTAMP:20260404T172935
CREATED:20250827T234043Z
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UID:50368-1759924800-1759928400@planinstitute.ca
SUMMARY:B.C. “Make a Will Week” Live event: Wills\, Trusts\, and Tax Consequences
DESCRIPTION:Understanding wills\, trusts\, and related tax consequences when planning for a person with disability’s future can help secure your financial future or the financial future of a loved one with a disability. \nInspired by the provincial “Make a Will Week” that was started in 2021 in British Columbia\, this event will feature a presentation and question-and-answer session with experienced Tax and Trust Lawyer\, Mudit Jain\, in partnership with Westcoast Wills & Estates. Mudit’s passion is tax law and he regularly advises clients on tax matters\, estate planning and restructuring companies. \nThe 25-35 minute presentation will include information on the following topics: \n\nWhat is considered a legal will in B.C.\, and how can you or someone you care for create one?\nWhat are the risks of creating a will using an online make-a-will kit\, especially when planning for somebody with a disability who is receiving disability benefits?\nWhat is the Registered Disability Savings Plan (RDSP)\, and how does it function as a type of trust?\nWhat is a Henson Trust?\nWhat does it mean to designate a trust as a Qualified Disability Trust (QDT)?\nTax consequences of estate planning decisions\n\nWe will then have 25-35 minutes of a question-and-answer session to help you understand what you need to know for your situation. \nTo learn more about Mudit and the work he does to support people in B.C.\, check out the following webpage: https://westcoastwills.com/about/team/mudit-jain/
URL:https://planinstitute.ca/events-calendar/b-c-make-a-will-week-live-event-wills-trusts-and-tax-consequences/
CATEGORIES:Wills, Trusts, and Estate Planning
ATTACH;FMTTYPE=image/png:https://planinstitute.ca/wp-content/uploads/2025/08/Make.a.Will_.Week-Event.Banner-Oct.8.2025-1.png
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CREATED:20250917T220122Z
LAST-MODIFIED:20250917T220122Z
UID:50913-1761818400-1761823800@planinstitute.ca
SUMMARY:Wills\, Trusts & Estate Planning Webinar
DESCRIPTION:Understanding wills\, trusts\, and estate planning can help secure your financial future or the financial future of a loved one with a disability. This webinar covers topics including considerations when creating a will\, tips for protecting your loved ones when family passes\, types of trusts\, and more. This workshop may only be relevant to those within British Columbia\, as laws vary by province. Please note that registration is limited to 60 people\, therefore early registration is encouraged.
URL:https://planinstitute.ca/events-calendar/wills-trusts-estate-planning-webinar/
CATEGORIES:Wills, Trusts, and Estate Planning
ORGANIZER;CN="Plan Institute":MAILTO:info@planinstitute.ca
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