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Transition Series: Wills and Estate Planning
November 1, 2023 @ 6:30 pm - 8:30 pm
Registration is Required | Please register here!
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 lawyer, Geoffrey White 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.
Learning Objectives:
- 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.
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We gratefully acknowledge that our work takes place on the traditional and unceded territories of the qʼʷa:n̓ƛʼən ̓(Kwantlen), q̓icə̓ y̓(Katzie), Máthxwi (Matsqui) and Semyome (Semiahmoo) First Nations where we live, learn, work and play.