Upcoming seminar with the exceptional team at Yates Memorial Services:
Presentations from Anna C. Alcock-White (Lawyer), Tyler Shannik (Funeral Preplanning Specialist) and Chad Zerr (Financial Planner) on topics including:
- Protecting your estate from legal issues and saving taxes upon death
- Establishing wills, trusts and powers of attorney
- Preparing emotionally and financially for an unexpected death in your family
- ensuring your personal wishes are understood and carried out
- being prepared for an unexpected death while travelling
We also look forward to providing information and answering questions specific to First Nations Wills & Estate Planning.
Date: Tuesday, June 4th, 2019
Location: Yates Memorial Services, 4470 Gertrude Street, Port Alberni
To reserve a space call: (250) 723-5859
John A. Hossack & Associates Lawyer Anna C. Alcock-White looks forward to our upcoming presentation, “Planning Made Simple; Wills and Estate Planning”, with the Yates Memorial Services Community. This seminar, including information from Yates Memorial Services Owner Barry Tuck, is designed to provide clear, simple and practical tips for Estate Planning. It has been said before; ‘there is no luck, only good preparation…’. Looking forward to seeing you there!
Date: Tuesday, February 19th, 2019
Location: Yates Memorial Services
“Planning Your Will“, October 24th, 2018 – 1:30-3:30 pm by John A. Hossack
Planning a Will involves more than filling in a form. The Province of BC recently passed the Wills, Estates and Succession Act (WESA), which replaced several statutes, including the Wills Act. This overview course will highlight the legal requirements set out in the WESA as well as considering special circumstances such as blended families, second marriages, common-law relationships, income tax planning, and alternate planning techniques including joint tenancies.
“Administering an Estate – Guidelines for Executors and Administrators“, December 12th, 2018, 2018 – 1:00-4:00 pm by John A. Hossack
Recently the Province of BC passed the Wills, Estates and Succession Act (WESA) and introduced new court rules for probate. The procedures and forms for applying for an Estate Grant were changed substantially. This course highlights the steps that an Executor or Administrator must take and includes determining whether or not a Will must be probated, the legal requirements for drawing and submitting an application for an Estate Grant, calculation of probate fees and the basic steps that every executor or administrator must be aware of. This is an invaluable course for someone who is administering an estate or who has agreed to act as an Executor.
Interested? Sign up now as these courses are usually FULL.
Join us for upcoming estate planning seminars with financial advisors Chad Zerr (RBC) and Steve Hoodspith (RBC) on Tuesday, October 30th, 2018 at at Parksville, RBC, 10:00am and Thursday, November 1st, 2018 at Qualicum Beach Civic Centre, 10:00am
Remember, “a goal without a plan is just a wish…” Lets get started making your plan!
John A. Hossack & Co. Associate, Anna Alcock-White, and RBC financial planner superstars Chad Zerr & Steve Hoodpith are doing Estate Planning Seminars this June! All details in poster below:
Looking for some intel on estate planning?
Join RBC Financial Advisors Chad Zerr and Steve Hoodspith, with legal questions fielded by John A. Hossack & Co. Associate Anna Alcock-White.
Advice you cannot afford to miss!
Date: February 1st, 2018
Time: 10:00-11:30 am
Location: Qualicum Beach Civic Centre- Lions Room
Please Contact Eva Loetscher
to reserve a seat at 250-937-0383 or firstname.lastname@example.org
Continuing Legal Education of British Columbia (“CLEBC”) presentation by Lawyer, John Hossack, and Certified Appraisal Reviewer, Steven Coull, with assistance from Associate, Anna Alcock-White.
Date: February 15th, 2018
Location: Pan Pacific Hotel, Vancouver, BC, with an option to attend remotely via webinar.
Who should attend: Lawyers working in the areas of litigation, foreclosure, family law, wills and estates, and residential and commercial real estate law.
Learning level: All levels
Are you involved in cases such as foreclosure, matrimonial settlement, probate, and appraiser negligence, where residential or commercial appraisal reports are a part of the evidence? Join us for this exciting course where you will learn the quick check system of reviewing appraisals which can identify and expose any flaws in an appraisal report. In addition, experienced faculty will provide you with inside information about appraisers and appraisal reports not normally disclosed outside the appraisal community.
This course is guaranteed to change the way you look at appraisals and appraisers, giving you a big advantage over the opposition. Included is an 81-page book that completely covers all aspects of appraisal review.
John looks forward to teaching the following Vancouver Island University courses this Fall, 2017:
- Planning Your Will, October 25th, 2017, 1:30-3:30pm
- Law for Seniors, January 10-February 14th, 2018, 1:30-3:30pm
- Administration of Estates, April 11th,2018, 1:00-4:00pm
- Law for Seniors, November 1st-December 6th, 2017, 1:30-3:30pm
- Administration of Estates, December 13th, 2017, 1:00-4:00pm
- Planning Your Will, April 18th, 2018, 1:30pm-3:30pm
Please call the office if you are interested in attending a course and would like additional information.