Estate Planning Webinar

How do you arrange your estate to support and protect your family member with a disability? 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.

 

This webinar will provide participants with practical information on the following topics:
  • How to write a will when there is a family member with a disability
  • Ensuring your loved one with a disability is protected when family passes away
  • Types of trusts available for people with disabilities
  • The various tax rates differences between Trusts and their implications
  • The roles and responsibilities of Executors and Trustees
  • Tips for finding the right lawyer for you and your family

Open to all residents of British Columbia outside the Lower Mainland.

Address / Contact Info

Plan Institute
Contact name: Bronwyn Kent
Mailing address:
Plan Institute
217 - 4388 Still Creek Drive
Burnaby, BC V5C 6C6

Phone Numbers

Phone: (604) 439-9566
Toll-free Helpline: 1-844-311-7526
Fax: (778) 300-2313

Hours of Operation

Regular hours: Our reception phones are open from 10am-4pm

Web Links

Media

Areas Served

Service Details

Program fee notesFree
How to applyCall or visit the website.
Languages spokenEnglish

Categorization

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This program was last updated on: 03 Jan 2023.