Special Needs and Disability Estate Planning

Join Kenneth Pope for a discussion on special needs and disability estate planning. This session will cover: Ontario disability benefits and how they can affect special needs estate planning, disability and caregiver tax credits, Registered Disability Savings Plans (RDSPs), Power of Attorney, legal guardianship and Substitute Decisionmakers, adult dependent survivor pension planning, Preferred Beneficiary and Qualifying Disability trust tax elections (Henson Trusts, Lifetime Benefits trusts).

Instructor(s): Kenneth C. Pope, LL.B, TEP