Wills & Trusts - Victoria Section Meeting 

Feb. 5, 2020
Victoria BC

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

Let's Talk About Philanthropy: Lawyers Advising Clients
This meeting is being hosted by the Wills & Trusts - Victoria Section.

Speaker(s): Sara Neely, Victoria Foundation
Time: Wednesday, February 5, 2020 - 12:15pm - 1:30pm (Pacific Time)
Location: Moxie's Bar and Grill (Upstairs), 1010 Yates St, Victoria
Meal Cost: $ 7.00 (GST Incl.)
CPD Hours: 1.00
Synopsis

Please join us for an informal talk about philanthropy and the lawyer’s role in assisting clients with charitable giving in their estate planning.  Sara Neely of the Victoria Foundation will facilitate a roundtable discussion on charitable giving. Topics to be covered in this lunchtime session will be a discussion of resources for clients to assist in decision making, flagging potential options for clients to consider to achieve their charitable giving goals and tips for drafting appropriate clauses in the Will. 

We hope you will bring questions for discussion by the group or be ready to share your experiences with clients and drafting for charitable giving.  This talk is aimed at junior to mid-level lawyers. 

Meeting fee covers the room rental and speaker's lunch.  Members may order and pay for their own lunch.


Accessibility & Inclusiveness
The CBABC provides access to Section activities for all members. The facilities for this meeting may be wheelchair accessible. For information about accessible parking or to communicate your request for other accommodation you require, please contact CBABC Sections at sections@cbabc.org.

We also welcome your suggestions for enhancing the inclusiveness of our activities.

Webinar/Teleconference (if applicable)
Sections host webinars from Internet-capable venues where significant interest has been expressed by Section members in attending remotely. This Section meeting will be offered as a teleconference or webinar depending on the resources and technology available at the venue. 

Webinar or teleconference instructions will be sent to your email that we have on file one day prior to this meeting date. These instructions will indicate when you should log in, as the meeting may start a little later than expected, as members and speaker(s) may be setling in, or if there is a lunch/dinner component.

If you have not received instructions by days end one day prior, please email sections@cbabc.org.


Disclaimer
Please ensure to sign-in at the meeting; failure to sign-in 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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CONTACT INFO

CBABC Sections
1.888.687.3404 | 604.687.3404
sections@cbabc.org