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

*Please note that the information in these webinars is specific to British Columbia law and may not be relevant to other provinces.

Thursday, December 16, 2021 from 10:00 AM to 11:15 AM PST – SOLD OUT

Thursday, January 20, 2022 from 10 AM to 11:15 PM PST

Thursday, February 17th, 2022 from 7 PM to 8:15 PM PST

Thursday, March 24th, 2022 from 10 AM to 11:15 AM PDT

Thursday, April 21st, 2022 from 7 PM to 8:15 PM PDT

Thursday, May 19th, 2022 from 10 AM to 11:15 AM PDT

Thursday, June 16th, 2022 from 7 PM to 8:15 PM PDT

Cost $25 per person* – This cost reflects the live Q & A session with an expert disability lawyer.

*If you are unable to afford the cost of this webinar please see our bursary option below.

Please note that registration is limited to 20 people, therefore early registration is encouraged.


 

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 *If you are unable to afford the cost of this webinar please see our bursary option below

*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.
  • Is the online version accessible to people who are deaf or hard of hearing?

Yes. As long as you are attending on a computer or mobile device that uses the Zoom app. We currently have live captioning offered throughout the webinar and are in the process of integrating captions and ASL into the pre-recorded presentation. We hope to have this finalized sometime in the spring of 2021.

Workshop Inclusion Fund

Plan Institute endeavours to ensure full and equitable access to all of our programs, supports and services with as few barriers as possible. While our Wills, Trusts and Estate webinar is already significantly subsidized, we realize that the $25 fee may still present a barrier for some. Our inclusion fund was set up to address this need.

If you are unable to cover the cost of this online workshop, you may apply to receive funding for the full cost. Please note that this fund is intended for low-income individuals who would otherwise not be able to attend. While we do not require proof of income we ask for honesty when assessing your situation.

Eligibility: This bursary is open to any individual with a disability, a family member or a friend of a person with a disability. If you are applying on behalf of someone else, please indicate this in your responses.

Bursary Available: If approved, you will be able to attend one of our Wills, Trust and Estate Planning Online Workshop webinars for free.

Apply for the bursary here.

If you have any questions or concerns, please contact us at learning@planinstitute.ca or call 604-439-9566 ext. 121.


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 Online workshop, please email learning@planinstitute.ca to find out about hosting a group-viewing of our online workshop!