Upcoming Dates
Please click on a date below to register.
Please note that all times are listed in Pacific Time (PT). Find the time in your location.
The Wills, Trusts, and Estate Planning in BC webinar takes place on Thursdays.
Please note that registration is limited to 60 people; early registration is encouraged.
Thursday, November 26th, 2026 (7-8:30PM PT / 9-10:30PM ET)
Thursday, December 10th, 2026 (10-11:30AM PT / 12-1:30PM ET)
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 family passes, types of trusts, and more. This workshop may only be relevant to those within British Columbia, as laws vary by province. See more information below.
What’s covered:
- 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
This webinar is primarily aimed at families and caregivers who have a loved-one with a disability. 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.
Cost
The webinar is free. There is no cost to attend.
Information for people who are deaf or hard of hearing
These webinars can be more accessible to people who are deaf or hard of hearing if you are attending on a computer or mobile device that uses the Zoom app. The pre-recorded presentation has ASL and closed captions embedded into the video. For the introduction and live Q&A at the end, we use Zoom’s automatic captioning function. If you require ASL for the full duration of the webinar or have other accessibility needs that we have not covered, please reach out to us to let us know and we may be able to help.
Location
The webinar is hosted on Zoom and can be attended by phone or computer from anywhere in Canada. You will receive a link to the webinar and other joining information after you register. Please note that all webinar times are listed in Pacific Time (PT). If you are joining from another time zone, click here to find the time in your location.
Frequently Asked Questions
Do we actually speak to a lawyer?
Yes – the live Q&A in the second half of the webinar is hosted by Geoffrey White, a BC-based lawyer with 28+ years of expertise in Will, Estate and Trust matters, as well as Laurie Geschke, a Plan Institute Disability Planning Helpline Advisor with experience of estate planning from a family perspective.
Can I attend from a different province?
Is the webinar prerecorded?
The first portion of the webinar is prerecorded, while the second part is a live question and answer period with Laurie Geschke, a Plan Institute Disability Planning Helpline Advisor/family-expert, and Geoffrey White, a lawyer with practicing in BC with 28+ years of expertise in Will, Estate and Trust matters.
Is the webinar offered at any other time?
Have more questions?
Click here to check our Webinar FAQ
Instructors
Geoffrey White is a lawyer with 28+ years of expertise in Will, Estate and Trust matters. He assists clients both at his “heritage” office in Kelowna and at Clark Wilson LLP in downtown Vancouver.
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.
You can read more about our contributors here.
This workshop was developed by Plan Institute, with the generous support of Law Foundation of BC.
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 [email protected] to find out about hosting a group-viewing of our online workshop!
