Fraser Valley Estate PLanning Council

Estate Planning for Disabled Beneficiaries

 

To Register: Sign up via EventBrite Estate Planning for Disabled Beneficiaries Registration, Tue, Sep 17, 2024 at 6:00 PM | Eventbrite

Date: Tuesday, September 17, 2024

Time: 6:00 – 8:30 PM

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

Speaker: Nicole Garton

As President of Heritage Trust, Nicole leads a regulated financial institution offering executor, trustee, power of attorney and committee services to BC resident clients. Nicole is recognized by Best Lawyers in Canada for trusts and estates and is the Past Chair of the Canadian Bar Association Wills and Trusts Subsection (Vancouver). Nicole is a Chartered Mediator and a certified Family Enterprise Advisor. Nicole received a Bachelor of Arts and a Bachelor of Laws from the University of British Columbia and was called to the Bar of British Columbia in 2001. Nicole obtained a Master of Laws from Osgoode Hall Law School in Dispute Resolution, with a focus on dispute prevention and management for family businesses.

Presentation Description:

Effective estate planning is essential to ensure the financial well-being of disabled beneficiaries.  This presentation will cover the latest disability tax and benefit rules and regulations and provide you with an up-to-date roadmap to help you advise your clients in this important practice area.

Exclusive Event Sponsor: Heritage Trust

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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