Kiran K. Dhesa

OVERVIEW

Kiran is a lawyer in the firm’s Estate & Wealth Advisory Group, with a practice focused on personal estate and incapacity planning, trust planning (including family trusts), estate administration and probate, and committeeship matters relating to the care and financial management of individuals.

She takes a compassionate, client-centered approach, developing tailored estate plans that give clients confidence their needs – and those of their families – will be met now and in the future.

An active member of the firm’s South Asian Practice Group, Kiran is fluent in Punjabi and provides culturally and linguistically sensitive service to clients.

REPRESENTATIVE CLIENT WORK

Kiran has experience in the following areas:

• Personal Estate and Incapacity Planning:
  • • Wills including multiple will planning (corporate wills), Testamentary Trusts and Disability Trusts
    • Powers of Attorneys
    • Representation Agreements

• Trust Planning:

• • • Family Trusts
    • Joint Partner and Alter Ego Trusts
    • Bare Trusts

• Estate Administration/Probate:

• • • Grant application (including resealing foreign grants, grants for non-domiciled estates)
    • Post-probate matters (assisting with executor accounting, including court application for approval of executor accounting, realization of assets, and distribution to beneficiaries)

• Committeeship Matters

COMMUNITY INVOLVEMENT

• Fraser Valley Estate Planning Council – Vice President
• Rotary Club of Surrey – Board Member (past member)
• Surrey Public Library Board, Trustee (past member)

PRESENTATIONS

Kiran is a frequent presenter on various Estate and Wealth Advisory matters, past presentations have included some of the following topics:

• Estate Planning 101 and Disability Planning
• Estate Planning Essentials
• Protecting Beneficiary Inheritances: Utilizing Trusts and Agreements
• NextGen Homeownership
• Trust Tax Reporting Rules
• Estate Administration Tax Issues 101

NEWSLETTERS & PUBLICATIONS

• Author, “The “Bare” Minimum? Or Just Enough”, Published in the BC, Canadian Bar Association’s April issue of BarTalk, 2022