Who Will Take Care of Our Kids? Planning For The Future: Part 4 – Wills
Recorded July 19, 2023. Guest Presenter Trista D. Carey explores the need-to-know information in regard to wills.
Wills… you know you need one, but that doesn’t make it any easier when starting the process of creating a well-thought out and detailed estate plan. Even if you have a Will, is it current? This is particularly important when creating an estate plan that involves a Represented Adult. Does your Will cover all of your legal obligations to dependents, tax implications and efficiencies, and the impact of any bequests on government assistance to any beneficiaries? All of this can be very overwhelming and confusing!
Join us as we discuss some of the necessary considerations when creating an estate plan involving a Represented Adult, including a discussion on the use of RDSPs and Henson Trusts.
Presenter
Trista D. Carey of Schnell, Hardy, Jones LLP Lawyers. Trista is a Senior Partner with Schnell Hardy Jones LLP, practicing in the fields of Estate Planning and Administration, Adult Guardianship and Trusteeship, Real Estate, and Corporate/ Commercial Law.
Trista’s practice has an emphasis on Wills and Estate Planning and Estate Administration. She recognizes that every client’s situation is unique. She embraces the challenge of creating a customized estate plan for her clients that meets their specific needs, maximizes tax efficiency, and ensures their wishes will be fulfilled. With a diverse background and experience in several areas of law, Trista has the knowledge to assist clients with complex planning issues. This includes trusts, blended families, represented adults, and business and farm succession planning, as well as guiding Personal Representatives through the estate administration process.
Trista is also well-versed in the areas of Guardianship and Trusteeship, and planning for Represented Adults. She understands that this is a challenging area for families who have a loved one with a development disability. Trista has given several presentations on Guardianship and Trusteeship issues and the unique challenges of estate planning in these circumstances.
Schnell Hardy Jones is a well-established and highly respected legal firm that has served the Central Alberta community for nearly 60 years.
Please note: The information given in this video was correct at the time of recording. If watching at a later date, details could be outdated, and resources given may no longer be available.
