Estate Planning Beyond the Will: Segregated Funds

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