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

    How Does Life Insurance Fit Within Corporate Planning?
    11 Mar 25

    We’re excited to welcome you to our March dinner event featuring Brad Hyde. More details to follow!

    To RSVP, please register via Eventbrite

    Date and Time: Tuesday, March 11, 2025 · 5:30 – 8pm PDT

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

    Speaker: Brad Hyde BBA, CLU, CHS, EPC

    Director, Tax and Estate Planning, Western Canada
    IDC Worldsource Insurance Network Inc.

    Presentation: Understanding where Life Insurance fits in Corporate Planning

    Life Insurance is an extremely valuable asset of the corporation when applied correctly. You will have a better understanding of some of the ways clients are effectively using life insurance to minimize passive investment taxes as well as strategies to eliminate personal capital gains on shares owned in their private corporations. We will explore a few technical aspects of life insurance and then dive into some case studies to illustrate how it all ties together.

    EVENT SPONSORSHIP AVAILABLE! Email moc.c1737821156pevf@1737821156rotan1737821156idroo1737821156c1737821156 for more information.

Fraser Valley Estate PLanning Council

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