Minutes Taxation of Private Company Shares on Death January 21, 2020 This meeting was held at 05:30 PM at Victoria Golf Club in Victoria, British Columbia. Guest speaker was Matt Cohen, CPA, CGA Partner, Cameron Izard Snell, Chartered Professional Accountants.
Minutes Preparing for a trust audit November 19, 2019 This meeting was held at 05:30 PM at Victoria Golf Club in Victoria, British Columbia. Guest speaker was Tanya Sperling, Sterling Financial Accounting Services.
Annual Report Annual Report 2018/2019 July 18, 2019 This report summarizes the activity for the Wills & Trusts - Victoria Section for the 2018-2019 Term.
Minutes Estate Mediation and Elder Participation in Mediation for Care and Estate Planning April 26, 2018 This meeting was held at 12:30 PM at Barrister's Lounge in Victoria, British Columbia. Guest speaker was Colleen Cattell, Q.C.
Minutes Scams Affecting Seniors and Financial Elder Abuse February 20, 2018 This meeting was held at 05:30 PM at Victoria Golf Club in Victoria, British Columbia. Guest speakers were Members of the Saanich Police Department Financial Crimes Section.
Information Kits Personal Security Resources July 13, 2015 Helpful guides from the Government of Canada and Bar Associations on personal safety and security.
Section Paper Facing the New Reality: A Roundtable Discussion on Troubling Trends in the Policies of Financial Ins November 20, 2013 This meeting was held at 6:00 pm at the Yellow House Restaurant, Kelowna, BC.
Section Paper, Archived Recording Typical Errors That Land Title Examiners Experience November 05, 2013 This meeting was held at 4:15pm the Law Courts Inn, Vancouver, BC. The Guest Speakers were Larry Blaschuk, Leah Donaldson, & Kathleen Cunningham.
Section Paper Estate Planning Council of Vancouver - Case Comment June 04, 2013 Materials from the Wills and Trusts-Vancouver Section Meeting.
Section Paper Top Tips on Building a Dynamic Niche Practice March 19, 2013 Materials from the Wills and Trusts-Victoria Section Meeting.