Wills, Trusts, and Estate Planning (BC)

For those who have a loved-one with a disability.

Wills, Trusts, and Estate Planning

For residents of British Columbia

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 you will 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. Because laws vary from province to province, this workshop may only be relevant to those within British Columbia. See more info below.

*Click the link to register

Online Workshops

Thursday, November 19, 2020 from 10:30 AM to 11:45 AM PST

Thursday, December 10, 2020 from 7:00 PM to 8:15 PM PST

 

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.

In-Person Workshops

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).

What you’ll learn in this workshop:

  • 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

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.

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 20 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?
Yes, the first part of the online workshop is a prerecorded conversation regarding Wills, Trusts and Estate Planning with Brendon Poornan a lawyer in Ontario. The second part is a live question and answer period with Ken Kramer a Vancouver-based Lawyer and Laurie Geschke, a Plan Institute Disability Planning Helpline Advisor/family-expert.
  • What is the difference between the in-house and online workshops?
This online workshop is ideal for individuals and families who live outside of the lower mainland, or who are otherwise unable to attend one of our in-house workshops. This 75-minute workshop includes a 35-minute presentation by a lawyer who specializes in disability-related estate planning, followed by a 40-minute live Question and Answer period, also hosted by a lawyer as well as a Plan Institute Disability Planning Helpline Advisor/family-expert.
The online workshop provides an overview of the same topics discussed in the in-house workshop, though because of the shortened time, goes into slightly less detail. Both the in-house workshop and the webinar provide the opportunity for participants to ask questions directly to our legal and family-experts.
  • Can I attend from a different province?
While you can join from another province we do not recommended it as the focus of this workshop is on BC Legislation concerning the topic of Wills, Trusts, and Estate. Since each province has different laws regarding this topic it is important to learn about your provinces specific legislation.
  • Is the online workshop prerecorded?
The first portion is prerecorded, the second part is a live question and answer period with Vancouver-based lawyer Ken Kramer and Plan Institute Disability Planning Helpline Advisor/family-expert Laurie Gechke.
  • Is the online workshop offered at any other time?
Because the majority of BC is in PST/PDT time zone this online workshop is always offered in Pacific Standard Time.  At this time this webinar is not being offered at any other time of day.

In-Person Information

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.

Location

The workshops are help at the Plan Institute Office, 312 Main Street, Vancouver BC.

Cost

$65.00 per person or $90.00 for two


Instructors

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 learning@planinstitute.ca to find out about hosting an in-person workshop at a location of your choice, or hosting a group-viewing of our online workshop!