PLAN Institute Wills, Trusts & Estate Planning | Oct 17, 2019 (family workshop)

This workshop is for families who have a relative with a developmental disability who would like to find out more about Wills, Trusts & Estate Planning. 

 

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 attorney Ken Kramer, along with a PLAN parent, Laurie Geschke, explain 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 workshop will provide participants with practical information on the following topics:

  • 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

Presenter Bios: 
Ken Kramer is the founder and principal of KMK Law Corporation, a boutique law firm in downtown Vancouver providing Estates, Trusts, Elder Law, Litigation and Mediation services. As a long-standing member of the legal community and designated Queens Counsel, Ken has a unique understanding of the disability community combined with his expertise in the area of estates and trusts law to serve families with disabilities. Ken is also a regular and dedicated facilitator of Plan Institute’s Wills, Trusts and Estates Workshop.

 

Laurie Geschke is a lifetime member of PLAN, as well as being a dedicated parent and volunteer who has worked with a variety of non-profit, non-government organizations for over 30 years. She has founded and/or served on the boards of corporate, non-profit and charitable organizations in a variety of capacities, including most recently the Fetal Alcohol Spectrum Disorder Society of BC due to her experience with and knowledge of autism. Laurie has co-lead the Plan Institute Wills, Trusts, & Estates Workshop for over five years.

 

Cost for families is $5.00. Cost for professionals is $20.00. Professionals must register by telephone 604.946.9508 ext 0.

 

If you would like more information on this workshop contact Si Stainton, Family Services Manager at sstainton@dcls.ca.

 

Closing date for registration: Tuesday, October 15, 2019

Price:
Guest (Cost : $ 5.00)
Space: 15
Location: 4917 Delta Street,, Ladner (Map)
Date: October 17, 2019, 6:00-8:00pm

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