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, 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.

• 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