Online Workshop – Wills, Trusts, and Estate Planning – Oct. 20th
Wills, Trusts, and Estate Planning (BC) Online Workshop
For those who have a loved-one with a disability.
Upcoming Online Dates
- Wills, Trusts & Estate Online Workshop – Thursday, October 20th, 2022 from 7 pm to 8:15 pm
- Wills, Trusts & Estate Online Workshop – Thursday, November 17th, 2022 from 10 am to 11:15 am
- Wills, Trusts & Estate Online Workshop – December 15th, 2022 from 7 pm to 8:15 pm
- Past Event: Wills, Trusts & Estate Online Workshop – Thursday, September 15th, 2022 from 10 am to 11:15 am
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 workshop please see our bursary option below.
- Please note that registration is limited to 20 people, therefore early registration is encouraged.
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.
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
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 workshop 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?
What is the difference between the in-house and online workshops?
Can I attend from a different province?
Is the online workshop prerecorded?
Is the online workshop offered at any other time?
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 workshop 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 endeavors 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 workshop 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 Workshops for free.
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!
