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Autism BC Talks: Autism and Estate Planning with Geoff White (Part 2)

June 9 @ 10:30 am - 12:00 pm

 

AutismBC Talks are a series of live events that share important information, resources and allow our members to connect with service providers and knowledge experts to gain more insight and understand supports. 

Topic: Autism BC Talks – Autism and Estate Planning with Geoff White (Part 2)

Join us for part two of this two-part series, where we will gain an understanding of Representation Agreements and Power of Attorney in Wills and Estates Planning. 

In Part 2, you will learn the following:

  • Differentiating between “Representation Agreement” vs. “Power Of Attorney”
  • Differentiating between a Section 7 vs. Section 9 Representation Agreement
  • Understanding the relevance and importance of capacity to develop the personal planning documents
  • What is a “Private Committeeship” and what does it involve
  • Learning steps that families can take to avoid the need for Private Committeeship

 

Speaker: Geoff White

When: Friday, June 9, 2023, 10:30 – 12:00pm (1 hour presentation + 1/2 hour Q&A)

Where: ZOOM. Registration Required.

Who: Parents and caregivers of autistic individuals

 

You must register to attend this workshop.

 
 
– Part 1 of this Talk will be available on our AutismBC Talks: AutismBC YouTube Account.
 

About the Speaker:

Geoffrey W. White, K.C., TEP

Estate Counsel for Clark Wilson LLP, Vancouver & Kelowna

Geoffrey White has 25+ years of expertise in Will, Estate and Trust matters.  He assists clients both at his “heritage” office in Kelowna and as counsel with Clark Wilson LLP in downtown Vancouver.

Geoff is an editor of BC’s Probate & Estate Administration Practice Manual, which is acknowledged as the primary source for all estate matters in the province, and he helped to design the lawyer education programs for BC’s Wills, Estate and Succession Act, which took effect in 2014. He designs effective estate plans and efficiently administers estates. He has also litigated estate and trust matters at all levels of court including the BC Court of Appeal and Supreme Court of Canada. These matters include: discretionary trusts, multiple wills, removal of an executor, and international conflict of laws. Clark Wilson has been recognized as a finalist for the “Contentious Trusts and Estates Team of the Year (midsize firm)” in the worldwide STEP Private Client awards.

Geoff is the past chair of the BC Law Foundation and has held leadership roles with national Canadian Bar Association, the Society of Estate and Trust Practitioners (STEP), and Estate Planning Societies.

 

To learn more about resources on autism, wills and estate planning:

https://www.nidus.ca/For Representation Agreement and Power of Attorney
 
https://plan.ca/ – PLAN’s mission is to help families secure the future for their relative with a disability and to provide peace of mind.

Details

Date:
June 9
Time:
10:30 am - 12:00 pm
Event Category:
Website:
https://autismbc.app.neoncrm.com/np/clients/autismbc/eventRegistration.jsp?event=6943&
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