ROUND 2: Disability Estate Planning Webinar for Facebook Group One More Thing

Henson Trusts & Disability Estate Planning with Ken Pope

English - March 03, 2021 14:00 - 1 hour - 42.1 MB
Education Kids & Family disability special needs estate planning family planning Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Special Needs and Disability Estate Planning Webinar for Facebook Group One More Thing

Next Episode: June 2021 Q&A Webinar #1

Disability & estate planning specialist Kenneth Pope partners with Kim Mcleod, Parent Advocate, Educator and Co-founder of “One More Thing” a parent group for special needs families, for a second webinar to discuss various family needs as well as provincial and federal benefits.

Topics:
• Wills and Henson Trusts
• ODSP and how it can affect estate planning.
• ODSP benefit increases $896 - $1169
• How all families with adult children with special needs can benefit from the improved caregiver tax credit
• Disability Tax Credit recapturing ($16,000-$22,000)
• RDSPs and how they can grow to $700,000
• Lifetime Benefit Trusts for RRIFs
• Guardianships vs. Power of Attorney explained

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