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New Webinar: Wills, Trusts and Estate Planning for Your Loved One with a Disability

by Plan Institute

How do you arrange your estate to support and protect your family member with a disability? This is a common question that those who have a loved-one with a disability face.

Becoming well-informed about wills, trusts and estate planning is necessary to secure the financial future of your loved one with a disability and give you peace of mind.

In response to this, we are now offering our successful Wills, Trusts and Estate Planning Workshop online to residents of British Columbia. In doing so, we’re hoping to reach individuals from all over British Columbia who may benefit from this information.

About the Webinar:

In this webinar, estate-planning attorney Brendan Pooran 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.

This webinar will provide participants with an introduction to the following topics:

  1. Why and how to write and update a will when there is a family member with a disability
  2. Ways in which to ensure your loved one with a disability is protected when family passes away
  3. The types of trusts available for people with disabilities, including the differences between Discretionary and Non-discretionary, Testamentary and Inter-vivos
  4. The various tax rates differences between Trusts, including recent federal changes, and their implications
  5. The roles and responsibilities of Executors and Trustees
  6. Tips for finding the right lawyer for you and your family

The webinar will also feature a live Q & A session during which a local Lawyer and a Family Expert will be available to answer your questions directly.

Who should attend:

Families/caregivers in British Columbia who have a loved-one with a disability.

Location:

Online (available to anyone in British Columbia).

For more information on this webinar, visit: https://planinstitute.ca/learning-centre/wte-webinar/

To learn more about Plan Institute, our mission and other learning opportunities for people with disabilities, their families and those who work with these individuals, please visit: https://www.planinstitute.ca

Stay Informed with Plan Institute:

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Make-a-Will Week in BC

Next week (April 7 to 13) is Make-a-Will Week in British Columbia. The provincial government promotes this week every year to encourage the public to write their will or bring an existing will up-to-date.

Why do I need a will? Why should I make one?

A will is a legal document that leaves instructions about what you want done with everything you own after your death. If you die without a will, your property will be divided according to the law in BC. It could make things more difficult for your loved ones.

I want to make a will. What should I do?

You could start with reading any of the free resources available for British Columbians. Go to the Courthouse Libraries BC website for a complete list of resources and services, prepared for various audiences: http://bit.ly/clbcwills. At the Wills & Personal Planning Resources page, you could also find information about personal planning documents, such as Representation Agreements and Enduring Power of Attorney.

Printable handouts

For a quick overview, this one-pager for everyone (PDF) comes handy. The handout is also available for public librarians & community helpers (PDF), as well as for lawyers & legal professionals (PDF). Feel free to print and distribute these handouts, but please highlight the short URL that directs back to the Wills & Personal Planning Resources page: http://bit.ly/CLBCwills.

What events are going on?

As part of BC Law Week, People’s Law School has made free public legal education classes available for you in various locations in the Lower Mainland and Vancouver Island. Many of them are about wills and personal planning. You can see the complete listings here and find one to attend.

Mark your calendar for Saturday, April 13. From 10:00 am to 2:00 pm that day, you can call 604.687.3221 or 1.800.663.1919 and speak with a wills & estates lawyer for FREE for up to 15 minutes. This great service for anyone in BC is made possible by the Canadian Bar Association BC as part of their annual event Dial-A-Lawyer Day. Other areas of law available for the phone call are business, employment, family, immigration, and tort & motor vehicle.

Want to share the Wills & Personal Planning Resources page? Use this short redirect URL: http://bit.ly/CLBCwills

Stay informed:

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