Wills, Trusts, and Estate Planning (BC) Webinar
2024-09-19 19:00 - 20:15, 2024-10-24 10:00 - 11:15, 2024-11-21 19:00 - 20:15, 2024-12-12 10:00 - 11:15, 2025-01-16 19:00 - 20:30, 2025-02-20 10:00 - 11:30, 2025-03-20 19:30 - 20:30, 2025-04-17 10:00 - 11:30 (America/Vancouver) and 5 more dates
This webinar will cover the importance of creating a will, different types of trusts, and other estate planning considerations for a loved one with a disability.

Fully ASL Interpreted: Wills, Trusts, and Estate Planning (BC) Webinar
2025-09-25 18:00 - 20:00
This webinar will cover the importance of creating a will, different types of trusts, and other estate planning considerations for a loved one with a disability. This session will be fully ASL interpreted, including the Q&A.

B.C. “Make a Will Week” Live event: Wills, Trusts, and Tax Consequences
2025-10-08 12:00 - 13:00
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.
Inspired 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.
The 25-35 minute presentation will include information on the following topics:

What is considered a legal will in B.C., and how can you or someone you care for create one?
What 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?
What is the Registered Disability Savings Plan (RDSP), and how does it function as a type of trust?
What is a Henson Trust?
What does it mean to designate a trust as a Qualified Disability Trust (QDT)?
Tax consequences of estate planning decisions

We will then have 25-35 minutes of a question-and-answer session to help you understand what you need to know for your situation.
To 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/

Wills, Trusts & Estate Planning Webinar
2025-10-30 10:00 - 11:30, 2025-11-06 19:00 - 20:30
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.

Wills, Trusts and Estate Planning in BC Webinar
2025-12-04 10:00 - 11:30

Wills, Trusts and Estate Planning in BC Webinar
2026-01-15 19:00 - 20:30
Click here to register for the Wills, Trusts, and Estate Planning in BC Webinar
Join Plan Institute on Thursday, January 15, 2026, from 7 pm to 8:30 pm PT for a free webinar on Wills, Trusts and Estate Planning in BC. This event includes a presentation and a 45-minute live Q&A with an estate planning attorney.
About the Webinar:
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 a family member passes, types of trusts, and more. This workshop may only be relevant to those within British Columbia, as laws vary by province.
In this webinar, you will learn:

Why and how to write and update a will when you have a family member with a disability

Ways to ensure your loved one with a disability is protected when family passes away

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 session is ideal for:

People with disabilities or any chronic illnesses

Family members of people with disabilities or chronic illnesses

Wills, Trusts and Estate Planning in BC Webinar
2026-02-12 10:00 - 11:30
Click here to register for the Wills, Trusts, and Estate Planning in BC Webinar
Join Plan Institute on Thursday, February 12, 2026, from 10 am to 11:30 am PT for a free webinar on Wills, Trusts and Estate Planning in BC. This event includes a presentation and a live Q&A with an estate planning attorney.
About the Webinar:
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 a family member passes, types of trusts, and more. This workshop may only be relevant to those within British Columbia, as laws vary by province.
In this webinar, you will learn:

Why and how to write and update a will when you have a family member with a disability

Ways to ensure your loved one with a disability is protected when family passes away

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 session is ideal for:

People with disabilities or any chronic illnesses

Family members of people with disabilities or chronic illnesses

Wills, Trusts and Estate Planning in BC Webinar
2026-03-12 19:00 - 20:30
Click here to register for the Wills, Trusts, and Estate Planning in BC Webinar
Join Plan Institute on Thursday, March 12, 2026, from 7 pm to 8:30 pm PT for a free webinar on Wills, Trusts and Estate Planning in BC. This event includes a presentation and a live Q&A with an estate planning attorney.
About the Webinar:
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 a family member passes, types of trusts, and more. This workshop may only be relevant to those within British Columbia, as laws vary by province.
In this webinar, you will learn:

Why and how to write and update a will when you have a family member with a disability

Ways to ensure your loved one with a disability is protected when family passes away

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 session is ideal for:

People with disabilities or any chronic illnesses

Family members of people with disabilities or chronic illnesses
