VENUE, DATE & TIME

October 1, 2025, 8:30 AM - 10:30 AM

Holiday Inn Express & Suites Surrey ("Salish" Room), 15808 104th Ave., Surrey

AGENDA & SEMINAR TOPICS

8:30 AM - 8:45 AM

Registration and Light Networking Breakfast



8:45 AM - 8:50 AM

Welcome and Introductions: Arielle Lavender

8:50 - 9:10 AM

Estate Planning 101: The Importance of a Will and Planning for Incapacity: Eryn Jackson

• Overview of Wills, Enduring Powers of Attorney, and Healthcare Representation Agreements
• Guidelines for selecting an executor, Power of Attorney, and representative
• Implications of not having a Will, Power of Attorney, or Representation Agreement

9:10 AM to 9:30 AM

Will Substitutes: Exploring planning options, including: Arielle Lavender

• Jointures
• Intervivos trusts (AE / JP Trusts)
• Beneficiary Designations 

9:30 AM - 9:50 AM

Protecting Beneficiary Inheritances: Utilizing Trusts and Agreements: Kiran K. Dhesa

• Testamentary trusts, including spousal trusts, child funds, and disability trusts
• Family law agreements

9:50 - 10:10 AM

Estate Administration 101: Understanding Probate and Potential Challenges: Tommy M. Chan

• Overview and timeline of the estate administration process
• Common issues in estate administration, including:
• Alterations or other concerns regarding the will (WESA s. 58/59 powers)
• Wills variation
• Issues of undue influence or capacity concerning the will
• Passing of accounts

10:10 AM - 10:30 AM

Q&A with the Panel