Plan Institute: Wills, Trusts and Estate Planning in BC (Webinar)

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.

*Please note that all times are listed in Pacific Time.

Upcoming Dates: (Click to register)

Thursday, May 18th, 10 am to 11:15 am

Thursday, June 15th, 7 pm to 8:15 pm

What you’ll learn:

• 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

Please visit the Plan Institute website for more information and to register:

Wills, Trusts, and Estate Planning (BC) Webinar