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External Events:  Events hosted by community partners from within BC. (FSIBC is not responsible for the content, management or facilitation of these sessions. All inquiries and comments are referred directly to event organizers.)

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Wills, Trusts & Estate Planning

August 15 2024 @ 10:00 am - 11:30 am PDT

|Recurring Event (See all)

One event on August 15, 2024 at 10:00 am

One event on September 19, 2024 at 10:00 am

Understanding wills, trusts, and estate planning can help secure your financial future or the financial future of a loved one with a disability. This webinar covers topics including considerations when creating a will, tips for protecting your loved ones when family passes, types of trusts, and more.

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!

This workshop may only be relevant to those within British Columbia, as laws vary by province.

What’s covered:

  • 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

CLICK HERE TO REGISTER FOR YOUR PREFERRED DATE

Details

Date:
August 15 2024
Time:
10:00 am - 11:30 am
PDT
Event Category: