Minutes and Resources

Today
Today

Annual Report

Annual Report 2016/2017

  • August 16, 2017

This report summarizes the activities of the Wills & Trusts - Okanagan Section for the year 2016/2017

Wills and Trusts - Okanagan

Minutes

View From the Bench.

  • February 15, 2017

This meeting was held at 05:30 PM at Yellow House in Kelowna, British Columbia. Guest speaker was Justice Gary Weatherill.

Wills and Trusts - Okanagan

Minutes

Post-mortem tax planning

  • January 16, 2017

This meeting was held at 05:30 PM at Yellow House in Kelowna, British Columbia. Guest speaker was Nicole Watson.

Wills and Trusts - Okanagan

Minutes

Estate Planning for Blended Families

  • November 16, 2016

This meeting was held at 05:30 PM at Yellow House in Kelowna, British Columbia. Guest speaker was Geoffrey White, Geoffrey W. White Law Corp, Estate and Charity Law.

Wills and Trusts - Okanagan

Minutes

BC Estates Case Law Update

  • October 19, 2016

This meeting was held at 05:30 PM at Yellow House Restaurant in Kelowna, British Columbia. Guest speaker was Rob Culos and Dawson McKay.

Wills and Trusts - Okanagan

Minutes

Passing Over an Executor

  • September 21, 2016

This meeting was held at 05:30 PM at The Yellow House Restaurant in Kelowna, British Columbia. Guest speaker was Robert Culos & Dawson McKay of Culos Law.

Wills and Trusts - Okanagan

Minutes

Estate Grant Applications: The Registry's Perspective

  • February 17, 2016

This meeting was held at 05:30 PM at The Yellow House Restaurant in Kelowna, British Columbia. Guest speaker was Beatrice von Schulmann, Senior Manager & Senior District Registrar, Ministry of Justice, Kelowna Courts.

Wills and Trusts - Okanagan