This workshop is being offered for the first time and will include a discussion of:

  • The fundamentals of a bare trust structure
  • The common applications of a bare trust structure
  • Whether bare trusts can be a possible tool to consider using in certain estate planning situations to eliminate Ontario's 1.5% probate fees at death on certain assets
  • Costs to set up and maintain a bare trust structure
  • What can go wrong with a bare trust structure

    About this course

    • $49.00
    • 1 CPD hour
    • January 29, 2026 at 12:00 PM ET

    Instructor(s)

    Jim Kibble

    Jim Kibble is an independent fee-only estate planner (i.e. sells no insurance or investment products) and founder of Ontario Estate Consulting Solutions Inc. with offices in New Hamburg, Kitchener, and Hamilton. He holds credentials as a chartered accountant, trust and estate practitioner, and certified executor advisor.

    Jim is also the resident estate planner at Henry Walser Funeral Home Ltd. in Kitchener, where he assists families with estate planning and estate administration matters following the loss of a loved one.

    Jim's community involvement includes the Rotary Club of Kitchener Westmount, Kitchener-Consestoga Probus Club, Country Hills Church, Waterloo-Wellington Estate Planning Council, Estate Planning Council of Canada, Canadian Association of Farm Advisors and the K-W Racquet Club. Jim enjoys doubles squash and leads a music program for over 20 seniors.

    Jennifer Stebbing

    The owner of Stebbing Butcher PC, Jennifer Stebbing, is a Certified Specialist in Estates and Trusts Law. She is one of fewer than 35 lawyers in Ontario to hold this Law Society of Ontario designation and the only one in Brantford and surrounding areas. No other lawyer in Ontario holds this specialist designation combined with three law degrees (LL.B. from Ottawa, J.D. from MSU and LL.M. (Tax) Osgoode), and the TEP, CPCA, and EPC designations. She also holds a B.A. from Windsor in International Relations.

    Jennifer’s experience and education are unmatched, and she is uniquely qualified to help you with the simplest to the most complex estate planning and administration issues in Brantford.