Charities and Not-for-Profit Law | ONLINE ONLY 

May 19, 2022
Online

Veuillez notez, cet événement ne sera disponible qu'en anglais.

CANCELLED: Family Philanthropy - Keeping the Kids in the Picture
This is a joint session with the Charities and Not-for-Profit Section and the Vancouver Chapter of the Canadian Association of Gift Planners (CAGP).

Speaker(s): Emma Ferguson, Associate Counsel, Alexander Holburn Beaudin + Lang LLP
Roger Lee, Partner, DLA Piper (Canada) LLP
Time: Thursday, May 19, 2022, 10:00am - 11:00am (PT)
CPD Hours: 1.00 hour
Synopsis

Please join us as we discuss how and why donors should involve their children in their charitable giving (both during the donors’ lifetimes and in discussions about future planned gifts). The presentation will also address the risks to planned gifts if the kids are excluded from the discussions and planning of charitable gifts.

Emma Ferguson is an associate counsel and practices in the areas of wills, estates and trusts and family law at Alexander Holburn Beaudin + Lang LLP.  Emma advises clients on all aspects of estate and incapacity planning, including wills, trusts and charitable giving, and also assists clients with the administration of estates. Emma’s family law practice is focused on advising clients on family law agreements involving complex financial and corporate structures, trusts and multiple jurisdictions, and she has a particular interest in the intersection of family law, and wills and estates. 

Roger Lee has developed an extensive practice in trust and estate litigation since his call to bar. Roger assists individuals and charities with respect to their rights under the wills variation provisions of the Wills, Estates and Succession Act, estate administration issues, as well as issues relating to the validity of wills and other testamentary instruments. Roger also advises corporate and individual trustees, as well as personal representatives, of their legal obligations and duties, and also acts for beneficiaries who question the actions of the executor or the trustees of their particular trusts.

Territorial Acknowledgement
This event will be broadcast from the traditional and unceded territory of the Coast Salish peoples, including Tsleil-Waututh, Squamish and Musqueam First Nations. We encourage members to explore the rich history and knowledge of Indigenous people, and to continue learning about their experience in Canada past and present.

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Disclaimer
Please ensure to sign-in with your full name at the meeting will result in de-registration. CBABC requires this as a record to confirm your attendance for this meeting for your CPD reporting (if applicable).

 

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