Andrea E. Frisby
Wills/Trusts/Inter Vivos Planning Issues [50min] Ethics Time: 5min

Date:

May 30, 2024

Course:

Estate Planning for Blended Families 2024

Contributor(s):

Andrea E. Frisby

Wills Estates and Trusts » Estate planning, Trust planning, Wills

Presentation Content:

Slides: Wills, Trusts and Inter Vivos Planning Issues

The Will [56min] Ethics Time: 10min

Date:

October 17, 2023

Course:

Basics of Wills and Estate Planning 2023

Contributor(s):

Andrea E. Frisby

Sarah Jenkins

Wills Estates and Trusts » Client Relations, Devolution of assets, Estate planning, Wills

Presentation Content:

Slides: The Will
Paper: The Will

How to Protect Vulnerable Clients [48min]

Date:

November 15, 2018

Course:

Estate Planning Update 2018

Contributor(s):

Andrea E. Frisby

Fiona Hunter

Genevieve N. Taylor

Wills Estates and Trusts » Adult guardianship, Client Relations, Elder care, Estate planning, Ethics, Professional Responsibility, Incapacity planning and capacity issues

Presentation Content:

Paper: Advising and Protecting the Vulnerable Client

Planning for Children: Children's Property and Status [53min]

Date:

March 3, 2017

Course:

Interplay Between Aging, Death and Divorce 2017

Contributor(s):

David C. Dundee

J. Cherisse Friesen

Andrea E. Frisby

Family Law » Child support, Guardianship
Insurance » Life insurance
Wills Estates and Trusts » Devolution of assets, Estate planning, Trust planning

Presentation Content:

Paper: Planning for Children: The Public Guardian and Trustee of BC’s Role in Guardianship Matters and the Protection of Minors’ Property Interests
Paper: Planning for Children: Children’s Property and Status—The Planner’s Perspective
Paper: Planning for Children: Guardianship, Insurance, and the Role and Capacity of Children Themselves