Estate planning is a complex topic, especially when planning for the financial future of a loved one with a mental illness. That’s why we’re excited to announce our upcoming wills, trusts, and estate planning seminar on April 17th, 2024!
This seminar aims to increase understanding of wills, trusts, and estate planning for individuals making estate arrangements for themselves or a family member.
Some of the topics covered by the seminar will include:
- Wills & estate planning
- Discretionary and non-discretionary trusts
- Choosing your executor/trustee
- Leaving a gift in your will
Event details
This seminar will take place on Zoom from 6–7:30 pm PST on Wednesday, April 17th, 2024. Please sign up for the seminar here:
Speakers
Benjamin Buckingham, Senior Trust Advisor at Solus Trust
Ben has over five years of experience in the legal industry, and his previous practice experience has allowed him to become well-versed in estate planning tools and strategies. During that time, he assisted numerous clients in developing comprehensive estate plans that fit their individual needs and goals. Ben takes pride in guiding clients with ensuring that the necessary planning details are in order for the smooth, eventual administration of their wishes. Ben facilitates the process for individuals seeking to appoint Solus Trust in any of our offered fiduciary roles. In this process, he works collaboratively with law firms, investment-advisory firms, accounting firms, charitable organizations, and seniors’ organizations. Ben holds a law degree from the University of British Columbia and a Bachelor of Arts in Theatre from Trinity Western University.
Grant Monck, Strategic Philanthropy Consultant
After being called to the law societies of British Columbia and Ontario, Grant’s fundraising career began in 1995 when he developed the planned giving program for the Canadian Cancer Society. Grant then headed the gift and estate planning program for the University of British Columbia and was Director of Development for Pearson World College for eight years on Vancouver Island. He then became National Director of Development for Ducks Unlimited Canada and oversaw their $500 million campaign to restore natural wetlands. Grant established a private consulting firm in 2015, and one of his first clients was the BC Schizophrenia Society, where he worked with staff and volunteers for over 8 years in the areas of fundraising, government relations, and strategic planning. Grant is currently a board member of the Canadian Association of Gift Planners Association (CAGP) Foundation and a Life member of the Estate Planning Council of Vancouver. Grant has presented CAGP courses across Canada and spoken at National CAGP conferences on planned giving since 1996.
Marsha MacMurchy, Director of Development at the BC Schizophrenia Society
Marsha MacMurchy is the Director of Development at BC Schizophrenia Society and joined the team in 2022. Marsha earned her BCOMM from Memorial University of Newfoundland in 2001 and has more than 20 years of experience in events and fundraising. She has previously worked at the BCSPCA, CNIB and Victoria Chamber of Commerce in managerial event and community fundraising roles.