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, TEP, Manager, 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

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18 Nov 25

Guardians of Intent: From Planning Desk to Courtroom Bench

Join Lilian Cazacu & Suzannah Denholm to explore common estate planning issues and strategies to safeguard clients’ wishes.

REGISTER TODAY!

Lilian’s Bio:

As a trained legal professional from Europe, Lilian upgraded his legal education at SFU with a Master in Applied Legal studies to become a BC Notary Public. He is an award-winning entrepreneur, Notary Public, and educator, with offices in Langley and Aldergrove. With over 15+ years of estate planning experience, he provides trusted guidance on wills, powers of attorney, representation agreements, and real estate transactions. Known for his clarity, professionalism, and client-centered approach, Lilian works closely with individuals, families, and professionals to ensure thoughtful, customized, and legally sound planning.

Suzannah’s Bio:

Suzannah Denholm is a litigation lawyer and a long-time resident of Surrey. She completed her undergraduate degree at Carleton University School of Journalism, and her law degree at the University of Ottawa. She was called to the Ontario Bar in 1999 and the British Columbia Bar in 2001.

Suzannah is a litigator with particular experience in resolving personal law claims, either in court or otherwise. She began working at Hamilton Duncan in 2015 after working at large firms in Ottawa and in downtown Vancouver where she appeared at all levels of Canadian courts, including the Supreme Court of Canada.

Presentation Description:

As legal and financial professionals, we are entrusted with documenting and safeguarding our clients’ intentions. Since much of the case law centers on interpreting and upholding those intentions, this presentation will highlight common issues that arise from faulty planning and the lessons we can learn from them. Drawing on both estate planning and litigation perspectives, we will explore practical strategies to ensure our clients’ wishes are protected and preserved.

Exclusive Event Sponsor: STILL AVAILABLE

Estate Administration Tax Issues 101

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