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Seminar – Avoiding Disputes (Wills Variation Act Claims)

By Tana Jones (posts)

Join our Wills & Estates Team at our next free seminar for professionals, taking place on Thursday, February 21, 2019 from 9:00 – 11:00 am at the Sandman Signature Hotel (225 Lorne Street, Kamloops, BC).

In our seminar, we will address some of the most common, avoidable causes of wills variation challenges, and how preventative planning could have avoided these costly and often unnecessary disputes.  We will also discuss other types of litigation that are beginning to arise with increasing frequency, such as claims over:

  • Assets passing outside the estate, including tax liability for such assets
  • The actions of a person acting with power of attorney
  • The validity of a non-will estate planning tool such as a gift, joint tenancy transfer, or beneficiary designation

1st Hour:  We will go over the topics noted above, including providing examples/sample client scenarios and giving you tips for dealing with questions clients may ask.
2nd Hour: Open Forum – we will again be answering your Top 10 estate-related questions.
We invite you to submit to us your favorite (or dreaded) Frequently Asked Questions (no later than February 7, 2019) and we will attempt to answer them for you.

Please feel free to pass along to anyone you think may be interested in attending as well as RSVP by February 8, 2019, to tjones@fultonco.com.  Space is limited so RSVP early to hold your spot!

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