The BCSS Vancouver/ Richmond Branch

invites you to a presentation by Sarah Leyshon-Hughes, Regional Manager of Estate and Personal Trust Services for the Public Guardian and Trustee of British Columbia.

Learn more about how you can plan for the financial well-being of your family member who lives with a serious mental illness

Tuesday, March 4, 2008
7 - 9 pm
at Coast Mental Health Foundation
295 E. 11th Ave.
parking on the street and in the back

Estate Planning for Persons with Special Needs Dependents: How do I look after my dependent with special needs after I am gone?

This seminar is designed to address the use of discretionary trusts in estate planning when making a will to protect and preserve funds for 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.

Light refreshments will be provided.

Introducing Sarah Leyshon-Hughes
The seminar will be conducted by Sarah Leyshon-Hughes, 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