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Lawyer Profile

Image of Geoffrey White

Geoffrey White

Clark Wilson LLP
  • Recognized Since:
    2019
  • Recognized in:
    Trusts and Estates
  • Lawyer Page:
    https://www.cwilson.com/people...
  • Website:
    http://www.cwilson.com
  • E-mail:
    gwhite@cwilson.com
  • Locations:
    885 West Georgia Street, Suite 900
    Vancouver, BC V6C 3H1
  • 434 Glenwood Avenue
    Kelowna, BC V1Y 5M1

Estate and will planning is intensely personal and meaningful—it culminates into a person’s lasting legacy. However, it is often difficult to find the time and resources to make those important decisions. Geoffrey supports our clients with this burden and ensures that their estate goals are implemented in ways that protect wealth and avoid costs and complications.

Work Highlights

Successful BC business family

  • Implemented an estate plan that ensures a tax- and cost-efficient transfer of wealth to their next generation. The plan is private, protected, and gives our clients peace of mind for their family’s future

Group of trustees

  • Successfully managed a large high-conflict estate through complex tax and corporate concerns

Beneficiary who had been disinherited

  • Secured a multi-million dollar settlement

Geoffrey’s practice of 20+ years has formed his deep knowledge of the rules and laws that apply to wills, estates, trusts and related tax.

Services

  • Estate Planning including Trusts, Wills, and Company Reorganizations
  • Organizing and governance of societies, charities and tax-effective donations
  • Estate and Trust Administration (including Probate and non-Probate solutions)
  • Estate & Trust Accountings

Defending and prosecuting claims against the validity of wills including:

  • Interpreting and proving wills
  • Undue influence and incapacity claims
  • Wills variation claims

Lifetime planning for incapacity including:

  • Powers of Attorney
  • Representation Agreements, and
  • Committeeship Applications

As a sought-after authority in his field, Geoffrey leads industry initiatives. Examples include:

Implementation of the Wills, Estates and Succession Act (WESA) (2014)

  • On the project committee that made WESA legislative recommendations and on the education team to roll it out.

BC’s Estate Probate Manual

  • Editor of this go-to publication on how to proceed with estate matters

National Past-Chair of the Elder Law section of the CBA

  • Put together policy positions for Medical Assistance in Dying to make legislative recommendations for the Department of Justice for incorporation into what has now been passed in legislation

These leadership roles position Geoffrey on the frontlines of legislative changes so that he can negate issues before they affect clients.

Geoffrey also has in-depth training to better understand the financial complexities that take place in estate planning. In particular:

Certified Trust and Estate Practitioner

  • Achieved this certification granted to those who have performed high-level estate work for 10+ years and for more than 50% of their practice

Canadian Institute of Chartered Accountants In-Depth Tax Course

  • Completed this course to better help clients plan their estates tax efficiently

Regularly presenting and educating the industry

  • Trains other professionals in the field, including accountants, trust officers, financial planners and insurance advisors

The law is the tool that we can use to ensure that our wishes are respected and objectives are met. Geoffrey finds it humbling to advise our clients through some of their most fundamental decisions, helping to carry out what is important at the end of their lives. He ensures that people can have autonomy while their values and loved ones are protected for the long-term.

Continue Reading
  • Lawyer Bio
  • Client Comments
  • Firm Details
  • News & Media

Lawyer Bio

Estate and will planning is intensely personal and meaningful—it culminates into a person’s lasting legacy. However, it is often difficult to find the time and resources to make those important decisions. Geoffrey supports our clients with this burden and ensures that their estate goals are implemented in ways that protect wealth and avoid costs and complications.

Work Highlights

Successful BC business family

  • Implemented an estate plan that ensures a tax- and cost-efficient transfer of wealth to their next generation. The plan is private, protected, and gives our clients peace of mind for their family’s future

Group of trustees

  • Successfully managed a large high-conflict estate through complex tax and corporate concerns

Beneficiary who had been disinherited

  • Secured a multi-million dollar settlement

Geoffrey’s practice of 20+ years has formed his deep knowledge of the rules and laws that apply to wills, estates, trusts and related tax.

Services

  • Estate Planning including Trusts, Wills, and Company Reorganizations
  • Organizing and governance of societies, charities and tax-effective donations
  • Estate and Trust Administration (including Probate and non-Probate solutions)
  • Estate & Trust Accountings

Defending and prosecuting claims against the validity of wills including:

  • Interpreting and proving wills
  • Undue influence and incapacity claims
  • Wills variation claims

Lifetime planning for incapacity including:

  • Powers of Attorney
  • Representation Agreements, and
  • Committeeship Applications

As a sought-after authority in his field, Geoffrey leads industry initiatives. Examples include:

Implementation of the Wills, Estates and Succession Act (WESA) (2014)

  • On the project committee that made WESA legislative recommendations and on the education team to roll it out.

BC’s Estate Probate Manual

  • Editor of this go-to publication on how to proceed with estate matters

National Past-Chair of the Elder Law section of the CBA

  • Put together policy positions for Medical Assistance in Dying to make legislative recommendations for the Department of Justice for incorporation into what has now been passed in legislation

These leadership roles position Geoffrey on the frontlines of legislative changes so that he can negate issues before they affect clients.

Geoffrey also has in-depth training to better understand the financial complexities that take place in estate planning. In particular:

Certified Trust and Estate Practitioner

  • Achieved this certification granted to those who have performed high-level estate work for 10+ years and for more than 50% of their practice

Canadian Institute of Chartered Accountants In-Depth Tax Course

  • Completed this course to better help clients plan their estates tax efficiently

Regularly presenting and educating the industry

  • Trains other professionals in the field, including accountants, trust officers, financial planners and insurance advisors

The law is the tool that we can use to ensure that our wishes are respected and objectives are met. Geoffrey finds it humbling to advise our clients through some of their most fundamental decisions, helping to carry out what is important at the end of their lives. He ensures that people can have autonomy while their values and loved ones are protected for the long-term.

Read more on firm website
  • Bar Admissions
  • Award List

Bar Admissions:

  • British Columbia, 1994

Recognized in The Best Lawyers in Canada for work in:

  • Trusts and Estates
 

Lawyer Client Comments

Firm Details

Image for Clark Wilson LLP View Firm Profile
Clark Wilson LLP
http://www.cwilson.com
 
Headquarters
885 West Georgia Street, Suite 900
Vancouver, BC V6C 3H1
604-687-5700
2 Office Locations
in 1 Country

Canada

Canada

British Columbia

British Columbia

Kelowna, BC

434 Glenwood Avenue

Kelowna, BC V1Y 5M1

Canada

250-712-2205

Get Directions

News & Media

Featured Publications

Cover for our Canada  publication
 
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