What's NewPlanned Giving Seminar - Vancouver (March 4, 2007)
VANCOUVER ESTATE PLANNING SEMINAR
Hosted by the Vancouver Branch of BCSS
Tuesday, March 4, 2007, 7:00pm
Coast Foundation: 11th and Kingsway, Vancouver.
Estate Planning for Persons with Special Needs Dependants:
Are you concerned about how to look after a dependent with special needs after you are gone?
This seminar will address the use of discretionary trusts in estate planning when making a will to preserve funds for and protect your beneficiaries, particularly those with mental illness or other special needs.
The presentation will cover the current rules of Disability Assistance as well as the advantages of creating a testamentary discretionary trust. We will also discuss general considerations when making a will and creating an estate
We will briefly touch upon some taxation issues which occur at death, as well as tax matters involved in administering a trust. Material will be provided for you to take with you to assist you in formulating your own estate plan.
Presenter: Sarah Leyshon-Hughes
Sarah Leyshon-Hughes is the Regional Manager of Estate and Personal Trust Services for the Public Guardian and Trustee of British Columbia. A career professional in the area of the administration of estates and trusts, Sarah has spent over 35 years in the trust industry. She has administered estates and trusts as aTrust Officer, worked as a Wills Consultant assisting clients in their estate planning needs directly as well as managing those who perform these services while working in the private sector. Currently responsible for the Personal Trust area within the Office of the Public Guardian and Trustee, she well understands the emotional and practical issues that persons with a mental illness and their families face.
To register, please contact Sue Saunders at sesaund@telus.net