Wills & Trusts

Minutes | January 15, 2026

Avoidable Tax Issues with Wills, Trusts, and Estate Administrations

This meeting was held at Moxies Victoria and via Zoom. Guest speaker was Kathy Logan, CPA, CGA, CFP, TEP, CEA, Logan Accounting.

Minutes | December 05, 2025

Residential Real Estate and Estate Administration

This meeting was held at Singleton Urquhart Reynolds Vogel LLP in Vancouer, and via Zoom. Guest speaker was Allison Sharkey, JD, PhD, Legacy Trust + Tax.

Minutes | October 15, 2025

Protecting Lawyers from Cyber Fraud: The Importance of Verification to Avoid Costly Mistakes

This meeting was held at Curious Cafe, Kelowna, and via Zoom. Guest speaker was Maryanne Prohl, the Director of Risk Management, Lawyers Indemnity Fund.