Wills, Trusts and Estate Planning
Becoming well-informed about wills, trusts and estate planning is necessary to secure the financial future of your loved one with a disability. In our Wills, Trusts and Estate Planning Workshop or Webinar, you’ll learn 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. See more info below.
*Click the link to register
- Thursday, April 16, 2020 from 7:00 PM to 8:15 PM
- Thursday, May 7, 2020 from 7:00 PM to 8:15 PM
- Thursday, May 14, 2020 from 7:00 PM to 8:15 PM
Cost $25 per person – This cost reflects the live Q & A session with an expert disability lawyer.
*Please note that registration is limited to 20 people, therefore early registration is encouraged.
Please note that we have cancelled all in-person workshops until further notice. This is a precautionary measure due to increased health concerns in Canada and globally regarding the spread of the novel coronavirus (COVID-19).
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 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*
*Please note that the focus of this workshop is on British Columbia Law and as such includes content that may not be applicable to the rest of Canada.
Online Workshop Information
This is a pre-recorded version of the in-person workshop but will also feature a live Q & A session during which an expert disability lawyer and a parent will be available to answer your questions directly. This workshop can be viewed online from anywhere in BC!
Cost: $25 per person
*Please note that registration is limited to 25 people, therefore early registration is encouraged.
This workshop was developed by Plan Institute, with the generous support of Law Foundation of BC.
Frequently Asked Questions
- Do we actually speak to a lawyer?
- What is the difference between the in-house and online workshops?
- Can I attend from a different province?
- Is the online workshop prerecorded?
- Is the online workshop offered at any other time?
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.
The workshops are help at the Plan Institute Office, 312 Main Street, Vancouver BC.
$65.00 per person or $90.00 for two
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.
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.
Ask about hosting a group workshop or online workshop viewing!
Are you a community organization or company that works with people with disabilities and their families? If you have a group of people whom you believe would benefit from participating in our Wills, Trusts and Estate Planning workshop or online workshop, please email firstname.lastname@example.org to find out about hosting an in-person workshop at a location of your choice, or hosting a group-viewing of our online workshop!