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From December 1-3, we're celebrating the UN International Day of Persons with Disabilities. Film festivals will be held in 5 locations across BC. Stay tuned for details!

Watch our 60th Anniversary video that honours and remembers the civil rights history of people with intellectual disabilities in BC. Read more about our history here.

Our new report shows the continued systemic use of restraint and seclusion in BC schools. Read more.

Wills, Trusts and Estate Planning

Thursday, September 13, 2018 - 10:00am - 12:00pm

Wills, Trusts and Estate Planning

Hosted by: PLAN Institute
Date: September 13th, 2018 10:00AM - 12:00noon
Location: Plan Institute Office, 312 Main Street, Vancouver (Click for map)
Fee: 1 seat $65, 2 seats $90 (Register online) *Price includes accompanying worksheets and power point presentations.

About the workshop:
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 Halldor Bjarnason & Ken Kramer 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 course is hosted as a small group session where specific individual questions are answered. Each session is co-facilitated by one of our partner attorneys, along with a PLAN parent.

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

For more information please email learning@planinstitute.ca or call 604-439-9566.