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, .
Annual Report Annual Report 2019/2020 August 11, 2020 This report summarizes the activity for the Wills & Trusts - Okanagan Section for the 2019-2020 Term.
Minutes Impact of Recent and Proposed Tax Changes on the Use of Trusts February 19, 2020 This meeting was held at 06:00 PM at Smack Dab in Kelowna, British Columbia. Guest speaker was Mr. Kelly Watson, CPA, CA, TEP, Partner, Tax, KPMG LLP.
Minutes Henson Trusts and the Story of S.A. v. Metro Vancouver Housing Corporation January 22, 2020 This meeting was held at 06:00 PM at Smack Dab in Kelowna, British Columbia. Guest speaker was Mr. Michael Feder, of McCarthy Tetrault.
Annual Report Annual Report 2018/2019 July 18, 2019 This report summarizes the activity for the Wills & Trusts - Okanagan Section for the 2018-2019 Term.
Information Kits Personal Security Resources July 13, 2015 Helpful guides from the Government of Canada and Bar Associations on personal safety and security.
Section Paper Facing the New Reality: A Roundtable Discussion on Troubling Trends in the Policies of Financial Ins November 20, 2013 This meeting was held at 6:00 pm at the Yellow House Restaurant, Kelowna, BC.
Section Paper, Archived Recording Typical Errors That Land Title Examiners Experience November 05, 2013 This meeting was held at 4:15pm the Law Courts Inn, Vancouver, BC. The Guest Speakers were Larry Blaschuk, Leah Donaldson, & Kathleen Cunningham.
Section Paper Estate Planning Council of Vancouver - Case Comment June 04, 2013 Materials from the Wills and Trusts-Vancouver Section Meeting.
Section Paper Top Tips on Building a Dynamic Niche Practice March 19, 2013 Materials from the Wills and Trusts-Victoria Section Meeting.