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

    Guardians of Intent: From Planning Desk to Courtroom Bench
    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

Fraser Valley Estate PLanning Council

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