Recent Resources
Minutes | January 22, 2026
Case Law Update: Key Cases on Capacity, Influence, and Variation
This meeting was held at Curious Cafe in Kelowna, BC, and via Zoom. Guest speaker was David Horvath, Litigator, FH&P Lawyers.
Minutes | January 15, 2026
Avoidable Tax Issues with Wills, Trusts, and Estate Administrations
This meeting was held at Moxies Victoria and via Zoom. Guest speaker was Kathy Logan, CPA, CGA, CFP, TEP, CEA, Logan Accounting.
Minutes | December 05, 2025
Residential Real Estate and Estate Administration
This meeting was held at Singleton Urquhart Reynolds Vogel LLP in Vancouer, and via Zoom. Guest speaker was Allison Sharkey, JD, PhD, Legacy Trust + Tax.
