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

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