Fraser Valley Estate PLanning Council

Estate Administration Tax Issues 101

We’re excited to welcome you to our November dinner event featuring our own Bernice Kristoff-Trowell, Avisar and Kiran Dhesa, RBS Law.

Presentation Overview: This session will provide estate planning professionals with an overview of post-death tax considerations from a legal and accounting perspective. Attendees will gain the tools to help clients organize their affairs for smoother estate administration and empower executors to make informed decisions with confidence.

Speakers: Kiran Dhesa, RBS Law and Bernice Kristoff-Trowell, Avisar

Kiran Dhesa is a lawyer with Richards Buell Sutton. Her practice is primarily focused on estate planning and estate administration. Kiran helps clients achieve their estate planning goals through the use of Wills, Codicils, Testamentary Trusts, Deeds of Gift, and bare Trust Agreements. She develops plans that will protect clients in the event of incapacity for financial, health, and personal decision making.

Bernice Kristoff-Trowell CPA, CMA, TEPManager, Avisar Chartered Professional Accountants

With over 29 years in accounting, Bernice has built a career grounded in expertise and empathy. As a Manager at Avisar in Langley, Bernice transitioned her private enterprise accounting and tax focus to estate administration in 2021. She is passionate about helping clients navigate the complexities of estate-related tax matters, driven by a deep compassion for those dealing with sensitive financial issues. Bernice’s dedication ensures that clients not only understand their options but feel supported throughout the process.

Event sponsored by: RICHARDS BUELL SUTTON LLP

TO RSVP: Register via EventBrite 

Time: 5:30-8:00 PM

Location: Sandman Signature Langley Hotel, 8828 201 Street Langley Township, BC V2Y 0C8

Fraser Valley Estate PLanning Council

Upcoming Events

  • Events

    20 May 25

    We’re excited to welcome you to our May dinner event featuring Kathleen Cunningham. This event will also serve as our AGM.

    To RSVP, please register via Eventbrite

    Date and time: Tuesday, May 20, 2025 · 5:30 – 8pm

    Location: Sandman Signature Langley Hotel, 8828 201 Street Langley Township, BC V2Y 0C8

    Title: Assisting clients in vulnerable situations

    Presentation Description: In September 2023 STEP Canada released its 2023 Client Service Resource: “A Guide to Assisting Persons in Vulnerable Circumstances.” The presentation will review highlights of the guide and how it can be used to assist professionals when serving their clients.

    Speaker Bio: Kathleen Cunningham, BCom, LLB, MPS, TEP

    Over her career, Kathleen served as Executive Director of the BC Law Institute (BCLI) and the Canadian Centre for Elder Law (CCEL) from 2015-2020, has led the delivery of education, legal support, and risk management at a major Canadian trust company, and assisted the Public Guardian and Trustee of BC with the implementation of personal planning and guardianship legislation, as well as projects addressing financial abuse of vulnerable adults. Kathleen was a member of two BC Law Institute Committees – Modernization of the Trustee Act, and Undue Influence Recognition and Prevention: A Guide for Legal Practitioners. She assisted STEP Canada with the planning, delivery, and final report for its 2021 Symposium on Vulnerable Clients and she is the author of STEP Canada’s 2023 Client Service Resource: “A Guide to Assisting Persons in Vulnerable Circumstances.” Kathleen served on STEP Worldwide Council (2015-2017) and in December 2023 she completed a six-year term on the steering committee for the STEP Worldwide Mental Capacity Special Interest Group.

    EVENT GENEROUSLY SPONSORED BY: Darnell Law Group

Fraser Valley Estate PLanning Council

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