27 Jan A spotlight on Wills and Estates
The Louis Brier Foundation was thrilled to partner with Clark Wilson LLP to present “Where There’s A Will” a Wills and Estates seminar for lawyers, held on Tuesday, January 21 at the Fairmont Hotel Vancouver.
Richard Weiland, Emily Clough and Aaron Pearl – the incredible team from Clark Wilson LLP – shared insights on incorporating charitable giving in estate planning, resulting trusts and joint tenancy, and tips for lawyers in preparing wills.
Bernard welcomed the group with some interesting research published by The Victoria, BC Foundation in 2013, “Eighty percent of Canadians will support a charity during their lifetime, yet only 8 percent have included a gift to a charity in their Will. What is startling is that 5 times more people would consider making a gift in their Will if their advisor discussed the options with them.”
Having set the stage, Bernard informed the group of the important work of the Louis Brier Home and Hospital, “Many of you know that the Louis Brier Home and Hospital is a high quality seniors’ home that offers intermediate care, extended care and special care facilities so that people of all levels of disability can live in dignity. I say levels of disability because no one who can take care of themselves can get into the Louis Brier, there is a waiting list and only those who need assistance for normal, daily living can be admitted.”
Bernard closed the session with some important reminders, “The Louis Brier Jewish Aged Foundation does not solicit bequests from its residents, but bequests have always been an important source of revenue. There are many factors involved in providing the level and quality of care and variety of activities that Louis Brier Home and Hospital provides, much more than government funding supports. Therefore, we encourage lawyers to keep the Louis Brier Foundation in mind and remind his or her clients that it is an invaluable institution worthy of support.”
For more information about establishing a family fund, endowment or leaving a bequest, email firstname.lastname@example.org