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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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Details

Date:
November 1, 2023
Time:
6:30 pm - 8:30 pm
Event Category:
Event Tags:
,

Organizer

Family Support Institute of BC
Phone
(604) 540-8374
Email
fsi@fsibc.com
View Organizer Website

Venue

Virtual/Online
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.
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