Minutes and Resources

Today
Today

Minutes, Archived Recording

Disability Trust Planning

  • May 18, 2022

This meeting was held at 12:00 PM at Zoom in Kelowna, British Columbia. Guest speaker was Ken M. Kramer, Q.C., TEP.

Wills and Trusts - Okanagan

Minutes, Archived Recording

A Look at Land Owner Transparency Registry Requirements

  • October 20, 2021

This meeting was held at 12:00 PM at Zoom in Kelowna, British Columbia. The Guest speakers were Nancy Ling, FH&P Lawyers LLP, and Taeya Fitzpatrick, Sabey Rule LLP .

Wills and Trusts - Okanagan

Minutes, Archived Recording

An Introduction to Digital Assets for Estate Planners

  • May 06, 2021

This meeting was held at 12:00 PM at Zoom in Victoria, British Columbia. Guest speaker was Brooke Fernandes.

Wills and Trusts - Okanagan, Wills and Trusts - Vancouver, Wills and Trusts - Victoria

Minutes, Archived Recording

Unusual Issues That Arise From Your “Typical” Estate / Probate Matter

  • April 27, 2021

This meeting was held at 12:30 PM at Zoom in KELOWNA, British Columbia. Guest speaker was Leah Card, Partner at Fulton & Company LLP, , Bio can found at https://www.fultonco.com/lawyer/leah-card/ .

Wills and Trusts - Okanagan, Wills and Trusts - Vancouver, Wills and Trusts - Victoria

Minutes, Archived Recording

Tips and Traps for Drafting Trust Deeds and Wills Trusts

  • April 13, 2021

This meeting was held at 04:15 PM at Webinar in Vancouver, British Columbia. Guest speaker was Andrea Frisby, Legacy Tax & Trust Lawyers, Laura Peach, Legacy Tax & Trust Lawyers, Sara Pedlow, DLA Piper.

Wills and Trusts - Okanagan, Wills and Trusts - Vancouver, Wills and Trusts - Victoria

Minutes, Archived Recording

Advance Care Planning and the Health Care System

  • April 07, 2021

This meeting was held at 12:30 PM at online only in Victoria, British Columbia. Guest speaker was Connie Jorsvik, Patient Pathways.

Wills and Trusts - Okanagan, Wills and Trusts - Vancouver, Wills and Trusts - Victoria

Minutes, Archived Recording

Munro v. James Case Brief

  • November 17, 2020

This meeting was held at 04:15 PM at Zoom in Kelowna, British Columbia. Guest speaker was Tristan Miller, associate of Farris LLP..

Wills and Trusts - Okanagan, Wills and Trusts - Vancouver, Wills and Trusts - Victoria

Minutes, Archived Recording

Thorny Issues in Estate Administration

  • October 20, 2020

This meeting was held at 04:15 PM at Online Meeting in Vancouver, British Columbia. Guest speaker was Michelle Isaak, Partner, DLA Piper LLP, .

Wills and Trusts - Okanagan, Wills and Trusts - Vancouver, Wills and Trusts - Victoria