Advanced Wills and Estates for Paralegals 2024
Course Date: March 14, 2024
Total: 5h 29min
Total Ethics: 40min
Course Date: March 14, 2024
Topics
1. Inter Vivos and Testamentary Trusts: Rose Shawlee — Boughton Law Corporation, Vancouver
2. Blended Family and Corporate Asset Planning: Elyssa Lockhart — MLT Aikins LLP, Vancouver
3. Estate Planning for Disabled Beneficiaries: Nicole Garton — Heritage Law & Heritage Trust, West Vancouver
4. Passing of Accounts: Braeden Rahn — Paralegal, Geoffrey W. White Law Corporation, Kelowna
5. Foreign Grants: Tjammie Overgaard — Designated Paralegal, Cohen Buchan Edwards LLP, Richmond
6. How to be the Executor of an Estate and Complex Probate Issues: Greg Brennand — Senior Trust Officer, Heritage Trust, Heritage Law & Heritage Trust, West Vancouver
7. PGT Perspective: Ram Eachambadi — Paralegal, Public Guardian & Trustee, Vancouver and Tara Wasney — Acting Legal Practice Leader/Paralegal, Grant Application Review Services, Public Guardian and Trustee of BC, Vancouver
8. MAID: Stacie Ayukawa, MA, MTI® — Designated Paralegal for Heritage Law and Vice President of Heritage Trust, Heritage Law & Heritage Trust, West Vancouver
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Slides: Estate Planning for Blended Families
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Paper: Estate Planning for Disabled Beneficiaries in British Columbia
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Handout: Resealing of Foreign Grant
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