FSI Learning Explorations ~ Transition Series: Wills and Estate Planning

Join Geoffrey White, KC,   for Wills and Estate Planning on June 14 at 6:30 pm.

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 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.

Register HERE

Learning Outcomes:

• 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.

Register HERE

Geoffrey White has 25+ years of expertise in Will, Estate and Trust matters. He assists clients both at as counsel with Clark Wilson LLP in downtown Vancouver and at a “heritage” office in Kelowna. He is recognized by “Best Lawyers in Canada” for his work in estate law.

In addition to his active estate law practice, in which Geoff has advised hundreds of families about planning for the complexities of disability law, he is also an editor of BC’s “Probate & Estate Administration Practice Manual” for lawyers, which is acknowledged as the primary source for all estate matters in the province. Geoff has litigated estate and trust matters at all levels of court including the BC Court of Appeal and Supreme Court of Canada. These matters include representing the Disability Alliance of BC at the Supreme Court of Canada in 2018 – that case confirmed the status of discretionary trusts as a protected method of providing an inheritance (or receiving a settlement) for person who has a disability.

Geoff has also served as the chair of: the BC Law Foundation, the national Canadian Bar Association – Elder Law, the Society of Estate and Trust Practitioners, and various Estate Planning Societies.

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