FSI Learning Exploration – Wills and Estate Planning
September 21 2022 @ 6:30 pm – 8:30 pmPDT
Join Ken Kramer K.C. and Audrey Jun on September 21st, 2022 for Wills and Estate Planning.
Session Info: 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 lawyers Ken M. Kramer, K.C. and Audrey Jun explains 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.
Ken M. Kramer, K.C. is the founder and principal of KMK Law, a boutique law firm in downtown Vancouver, BC, providing specialized legal services in the areas of Estates, Trusts, Administration, Elder Law, Estate Litigation and Mediation for the past 25 years. Ken has a unique understanding of the disability community combined with his expertise in the area of estates and trusts law to serve families with disabilities. He is extremely passionate and a strong advocate for both the disability and seniors communities and greatly appreciates the opportunity to give back to these important groups. He has served on numerous boards and committees over the past 30 years with a focus on disability and seniors issues. One of Ken’s biggest passions has been in the area of home care supports and specifically, the Choices for Support In Independent Living program (“CSIL”). Ken has led community negotiations and collaborations with the Province of British Columbia for over 10 years. These discussions have led to significant improvements in the CSIL program including, two significant rate increases, culminating in over $25 million being allocated to the home care community in British Columbia. Ken was also recognized for his service to the community with the distinguished honour of receiving both the Queen’s Diamond Jubilee Medal in 2012 and his Queen’s Counsel designation in 2014. Ken also enjoys spending quality time and travels with his spouse, Cora, and 14-year-old daughter, Victory.
Audrey Jun is an associate at KMK Law. Audrey combines her legal background with a grounding in public legal education to bring a unique perspective to her practice. She has presented at local, provincial and national conferences in both Canada and the U.S. on the use of technology and public legal education to further access to justice, and was featured in CBA’s Legal Futures Initiative – Do Law Differently: Futures for Young Lawyers.
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 – PAST EVENT
Thursday, January 20, 2022 from 10 AM to 11:15 PM PST – PAST EVENT
Thursday, February 17th, 2022 from 7 PM to 8:15 PM PST – PAST EVENT
Thursday, March 24th, 2022 from 10 AM to 11:15 AM PDT – PAST EVENT
Thursday, April 21st, 2022 from 7 PM to 8:15 PM PDT – PAST EVENT
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.
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 Bjarnasonis 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 Geschkeis 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
https://kmklaw.net/wp-content/uploads/vancouver-skyline-bench.jpg10801920caordahttps://kmklaw.net/wp-content/uploads/kmk-logo-2019b.pngcaorda2022-05-17 10:25:012022-08-05 09:42:21Wills, Trusts, and Estate Planning: Thursday June 16th
Join us for our February 16th, 2022 webinar with FSI, where we will discuss Wills 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 this workshop, estate-planning lawyers Ken M. Kramer, Q.C. and Audrey Jun 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.
Understanding the interrelationship of provincial disability benefits and trusts
Types of trusts and their respective tax implications.
Benefits and challenges in designing and implementing a trust.
The importance of choosing a trustee and understanding their respective duties.
FSI Learning Explorations Webinar on Wills and Estate Planning
February 16th, 2022
6:30 PM-8:30 PM PST
About the Presenters
Ken M. Kramer, Q.C. is the founder and principal of KMK Law, a boutique law firm in downtown Vancouver, BC, providing specialized legal services in the areas of Estates, Trusts, Administration, Elder Law, Estate Litigation and Mediation for the past 25 years. Ken has a unique understanding of the disability community combined with his expertise in the area of estates and trusts law to serve families with disabilities. He is extremely passionate and a strong advocate for both the disability and seniors communities and greatly appreciates the opportunity to give back to these important groups.
He has served on numerous boards and committees over the past 30 years with a focus on disability and seniors issues. One of Ken’s biggest passions has been in the area of home care supports and specifically, the Choices for Support In Independent Living program (“CSIL”). Ken has led community negotiations and collaborations with the Province of British Columbia for over 10 years.
These discussions have led to significant improvements in the CSIL program including, two significant rate increases, culminating in over $25 million being allocated to the home care community in British Columbia. Ken was also recognized for his service to the community with the distinguished honour of receiving both the Queen’s Diamond Jubilee Medal in 2012 and his Queen’s Counsel designation in 2014. Ken also enjoys spending quality time and travels with his spouse, Cora, and 14-year-old daughter, Victory.
Audrey Jun is an associate at KMK Law. Audrey combines her legal background with a grounding in public legal education to bring a unique perspective to her practice. She has presented at local, provincial and national conferences in both Canada and the U.S. on the use of technology and public legal education to further access to justice, and was featured in CBA’s Legal Futures Initiative – Do Law Differently: Futures for Young Lawyers.
The Federation of Asian Canadian Lawyers of BC will premiere ‘But I Look Like a Lawyer’ on November 5, 2021 at a Zoom event.
Premiere of Federation of Asian-Canadian Lawyers of BC’s Mini Documentary “But I Look Like a Lawyer” on November 5, 2021 at 12:30PM On Zoom
KMK Law is pleased to announce the participation of Audrey Jun in the mini-documentary, “But I Look Like a Lawyer”, which will premiere as a Zoom event on Friday, November 5, 2021, from 12:30 to 1:30PM.
All members of the legal community, whether law students or senior members of the bar or judiciary, are invited to attend. The documentary, which is produced by the Federation of Asian-Canadian Lawyers of British Columbia (FACL BC), is an open look at and discussion of the bias, stereotyping and discrimination that members of the Pan Asian legal community have faced.
The documentary also highlights and brings renewed attention to “But I Was Wearing a Suit” and its Part II, which was spearheaded by members of the Indigenous legal community, including Justice Ardith (Walpetko We’dalx) Walkem, whose generosity and guidance was greatly appreciated during the making of this essential discussion.
KMK Law is Committed to Diversity, Equity and Inclusion
KMK Law team member Audrey Jun leads team developing FACL BC’s “But I Look Like a Lawyer”
KMK Law views “But I Look Like a Lawyer” as an important step towards greater diversity and inclusiveness.
We are pleased to offer our support to FACL BC as it highlights the need for this discussion and the path to a more inclusive future.
How to View “But I Look Like A Lawyer”
Please visit FACL BC’s website to learn more about its mandate and its mini documentary, “But I Look Like a Lawyer”
You can register to view the premiere of the documentary on Zoom with this link:
https://kmklaw.net/wp-content/uploads/FACL_BC_But_I_Look_Like_a_Lawyer.jpeg10791920Ken Kramerhttps://kmklaw.net/wp-content/uploads/kmk-logo-2019b.pngKen Kramer2021-11-05 12:21:112022-01-12 14:59:28FACL BC Documentary ‘But I Look Like a Lawyer’ Premieres Nov.5
Join us for our September 23rd webinar, where we will discuss topics on wills, trusts and estate planning. We’ll also answer any questions you may have.
https://kmklaw.net/wp-content/uploads/WEBINARS.png227280KMK Lawhttps://kmklaw.net/wp-content/uploads/kmk-logo-2019b.pngKMK Law2021-09-21 15:25:262022-01-12 14:48:23FSI Webinar on Provincial Disability Benefits & Trusts in BC – Sep 21, 2021 at 6:30pm
https://kmklaw.net/wp-content/uploads/Screen-Shot-2021-08-10-at-3.26.44-PM.png298570Ken Kramerhttps://kmklaw.net/wp-content/uploads/kmk-logo-2019b.pngKen Kramer2021-07-22 15:46:562021-12-16 13:20:11PLAN Webinar – Wills, Trusts, and Estate Planning in BC – July 22, 2021 from 2pm-3:15pm
https://kmklaw.net/wp-content/uploads/WEBINARS.png227280Ken Kramerhttps://kmklaw.net/wp-content/uploads/kmk-logo-2019b.pngKen Kramer2021-07-14 08:59:172021-08-06 15:05:38FSI Webinar on Housing Options in BC – July 22, 2021 at 7pm
https://kmklaw.net/wp-content/uploads/Screen-Shot-2021-08-10-at-3.26.44-PM.png298570Ken Kramerhttps://kmklaw.net/wp-content/uploads/kmk-logo-2019b.pngKen Kramer2021-07-12 08:58:452021-08-10 15:28:34PLAN Webinar – Wills, Trusts, and Estate Planning in BC – July 15, 2021 from 10am-11:15am
