Henson Trusts & Disability Estate Planning with Ken Pope
57 episodes - English - Latest episode: over 2 years ago -Audio Library for information Ken Pope has put out to help families who have a child or relative with a disability or special needs, whether in the form of webcasts, radio shows or interviews. In an effort to diversify our resources we’ve created this Podcast channel for people who prefer to tune in and learn while on the go.Common topics include:Disability Estate Planning, Henson Trusts, Powers of Attorney, Guardianship and Substitute Decision Making, ODSP and Tax Credits.
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Episodes
Disability and Estate Planning Webinar for Asperger's Society of Ontario
April 05, 2022 11:00 - 1 hour - 46.3 MBKen Pope is partnering with the Asperger's Society of Ontario to help outline important information regarding special needs & disability estate planning. Learn about: • Wills and Henson Trusts • ODSP and how it can affect estate planning. • 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...
Canada/Barbados Comparative Law Seminar
January 20, 2022 13:00 - 1 hour - 60.7 MBLearn about the differences between countries on the following topics: • Wills and Estate Planning • Henson Trusts and Lifetime Benefit Trusts • Social Benefits • Tax Credits • Registered Disability Savings Plans • Guardianship & Other Substitute Decision Making Strategies For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.com Get an assessment with us: https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/ Don’t miss out on im...
11/25/2021 Disability and Estate Planning Annual Updates Webinar
November 26, 2021 14:00 - 1 hour - 51.4 MBGrab a tea and tune in as Ken outlines important information including recent and upcoming changes regarding special needs & disability estate planning. • Wills and Henson Trusts • ODSP and how it can affect estate planning. • 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 ...
11/24/2021 Disability and Estate Planning Annual Updates Webinar
November 25, 2021 13:00 - 1 hour - 46.9 MBGrab a tea and tune in as Ken outlines important information including recent and upcoming changes regarding special needs & disability estate planning. • Wills and Henson Trusts • ODSP and how it can affect estate planning. • 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 ...
October 2021 Webinar for CHEO Parent Navigators
November 08, 2021 16:00 - 1 hour - 47.3 MBDisability & estate planning specialist Kenneth Pope partnered with CHEO Parent Navigators Lilian Kitcher & Teresa MacMillan to discuss various family needs as well as provincial and federal benefits. For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.com Get an assessment with us: https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/ Don’t miss out on important updates and webinar invitations. Sign up for our newsletter https:/...
June 2021 Q&A Webinar #2
June 18, 2021 12:00 - 1 hour - 51.3 MBBack by popular demand, Ken and his team hosted another Q&A session where they answered viewers pressing questions about: • Canada Recovery Caregiving Benefit (CRCB) • ODSP benefits, increases & income and asset tests. ($896 - $1169) • Disability & caregiver tax credit recaptures. ($16,000 & $10,000) • Legal guardianship & powers of attorney • Wills, Henson Trusts & estate planning • Dying without a will or Henson Trust • Using life insurance to fund Trusts • RDSPs and anything else you'd l...
June 2021 Q&A Webinar #1
June 17, 2021 11:00 - 1 hour - 46.5 MBBack by popular demand, Ken hosted another Q&A session where he answered viewers pressing questions about: • Canada Recovery Caregiving Benefit (CRCB) • ODSP benefits, increases & income and asset tests. ($896 - $1169) • Disability & caregiver tax credit recaptures. ($16,000 & $10,000) • Legal guardianship & powers of attorney • Wills, Henson Trusts & estate planning • Dying without a will or Henson Trust • Using life insurance to fund Trusts • RDSPs and anything else you'd like us to addre...
ROUND 2: Disability Estate Planning Webinar for Facebook Group One More Thing
March 03, 2021 14:00 - 1 hour - 42.1 MBDisability & 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 ca...
Special Needs and Disability Estate Planning Webinar for Facebook Group One More Thing
February 26, 2021 14:00 - 1 hour - 51.7 MBDisability & estate planning specialist Kenneth Pope partners with Kim Mcleod, Parent Advocate, Educator and Co-founder of “One More Thing” a parent group for special need’s families, for 2 webinars 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 caregiv...
Disability Resources and Estate Planning Webinar
December 16, 2020 19:00 - 1 hour - 58.9 MBLearn About: • Wills and Henson Trusts • Recent tax changes affecting trusts and estates and how to navigate through them • ODSP and how it can affect estate planning • How families with children with special needs can benefit from the caregiver tax credit since it changed in 2017 • The Disability Tax Credit • RDSPs: how they can grow to $400,000, and how to start making withdrawals • Lifetime Benefit Trusts • Guardianships & substitute decision making For more information, contact...
RESPs, RDSPs and OSAP - Flexibility, Bursaries & Accommodations for People with Special Needs
November 11, 2020 21:00 - 1 hour - 50.2 MBFinished High School? Now what? Disability estate planning specialist Kenneth Pope and RESP specialist Greg Anthoine talk about RESPs, RDSPs, OSAP, special needs bursaries as well as flexibilities and accommodations available in college & university. Learn About: • Registered Disability Savings Plans • Registered Education Savings Plans • Flexibility factors for students with special needs • Ontario Student Assistance Program • Special needs bursaries • Post-secondary education accommodati...
WEBINAR REPLAY: Special needs and Disability Estate Planning
October 16, 2020 20:00 - 1 hour - 46.4 MBDisability & estate planning specialist Kenneth Pope partners with Service Navigator and Team lead at Autism Ontario Michelle Bascom to discuss various family needs as well as provincial and federal benefits. Learn About: • Wills and Henson Trusts • ODSP and how it can affect estate planning. • How families with children with special needs can benefit from the caregiver tax credit now that it has changed • The Disability Tax Credit • RDSPs and how they can grow to $400,000 • Lifeti...
Webinar Replay: Supporting your child through COVID changes to the school system
October 14, 2020 20:00 - 1 hour - 49.7 MBDisability estate planning specialist Kenneth Pope and education consultant & diagnostician Monika Ferenczy talk about the school system, IEPs, changes surrounding COVID, supports available and how to make it work for your child with disabilities or special needs. Learn About: • IEPs •CRCB • COVID changes: In school & online learning • Special education supports for online learning • Homeschooling vs school’s online learning option • Funding options: Passport, ACSD, SSAH Inspired by Rich...
WEBINAR REPLAY: September 2020 Q&A Webinar with K. Pope Law Team
September 18, 2020 15:00 - 1 hour - 42.4 MBIn this one hour session, Ken and his team answer common (and uncommon) questions people have about: •Wills, Henson Trusts & estate planning •Dying without a will or Henson Trust •ODSP benefits, increases & updates •Legal guardianship & powers of attorney •Disability & caregiver tax credits •RDSPs and more For more information, contact us at 1-866-536-7673 or visit our website Click HERE to get an assessment with us. Don’t miss out on important updates and webinar invitations. Sign u...
OVERVIEW: Preferred Beneficiary Elections & Qualifying Disability Trusts
September 11, 2020 16:00 - 3 minutes - 2.15 MBIn this overview episode, Kenneth Pope discusses testamentary trusts, which are trusts created by the will of a deceased parent. These trusts receive a portion of the estate or other proceeds investments, generating trust income. Original air date: Jan 16, 2019 For more information, contact us at 1-866-536-7673 or visit our website Click HERE to get an assessment with us. Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE
OVERVIEW: Payments from RDSPs & Henson Trusts
September 11, 2020 16:00 - 3 minutes - 2.15 MBIn this overview episode, Kenneth Pope explains how you can synchronize the use of a child's RDSP and the Henson trust in their will. Original air date: Jan 16, 2019 For more information, contact us at 1-866-536-7673 or visit our website Click HERE to get an assessment with us. Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE
OVERVIEW:Probate Avoidance & Split Wills
September 11, 2020 15:00 - 3 minutes - 2.11 MBIn this overview episode, Ken Pope discusses probate avoidance & split wills. For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.com Get an assessment with us: https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/ Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE.
WEBINAR REPLAY: Financial Assistance
August 27, 2020 15:00 - 1 hour - 47.1 MBIn this webinar replay, special guests Melissa Vigar and Laura Bellon from the Brain Injury Society of Toronto join Ken to discuss various financial assistance programs, along with their application processes and best practices for best results. Learn About: • Ontario Works, ODSP & CPP-Disability • RDSPs • Subsidies available for low income families • Tax Credits • Applications processes & best practices for achieving favourable outcomes For more information, contact us at 1-866-...
OVERVIEW: Inter Vivos vs. Testamentary Trusts
August 27, 2020 15:00 - 2 minutes - 1.8 MBIn this overview episode Ken discusses the differences between inter vivos and testamentary trusts. Original Air Date: August 1 2019 For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.com Get an assessment with us: https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/ Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE.
OVERVIEW: Probate Fees - There Are No Estate Death Taxes
August 27, 2020 15:00 - 2 minutes - 1.8 MBIn this overview episode Ken discusses Ken discusses probate fees. Original Air Date: August 1, 2019 For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.com Get an assessment with us: https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/ Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE.
Webinar Replay: Health Care Advocacy and Navigation
August 27, 2020 14:00 - 1 hour - 56.2 MBAlmost everyone has had the frustrating experience of feeling unheard, overlooked or ignored when dealing with doctors, hospitals and other unsupportive professionals, and not getting the treatment we feel we need. In this Health Care Advocacy and Navigation Webinar replay, special guests Susan Hagar and Lisa Pelletier discuss medical appointments, hospitalizations, community care, and what people need to know to help them navigate our healthcare system and ensure their voice is heard wheth...
WEBINAR REPLAY: Health Care Advocacy and Navigation
August 27, 2020 14:00 - 1 hour - 56.2 MBAlmost everyone has had the frustrating experience of feeling unheard, overlooked or ignored when dealing with doctors, hospitals and other unsupportive professionals, and not getting the treatment we feel we need. In this Health Care Advocacy and Navigation Webinar replay, special guests Susan Hagar and Lisa Pelletier discuss medical appointments, hospitalizations, community care, and what people need to know to help them navigate our healthcare system and ensure their voice is heard wheth...
OVERVIEW: Adult Dependent Survivor Pensions
August 27, 2020 14:00 - 2 minutes - 1.77 MBKenneth Pope speaks about pension benefits for surviving adult children dependent upon a caregiver. Original Air Date: 4 Jul 2017 For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.com Get an assessment with us: https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/ Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE.
Adult Dependent Survivor Pensions
August 27, 2020 14:00 - 2 minutes - 1.77 MBKenneth Pope speaks about pension benefits for surviving adult children dependent upon a caregiver. Original Air Date: 4 Jul 2017 Questions? Get in touch! Website: http://kpopelaw.com To book and appointment, email [email protected]
Ken talks CERB, ODSP and Income Taxes with Cameron Wells
August 11, 2020 17:00 - 10 minutes - 7.51 MBIn this episode, Ken Pope chats with Cameron Wells, host and producer of Windsor CJAM 99.1FM's Handi-Link radio show about CERB, how it affects ODSP and what people need to know when planning for their tax returns. Ken also points out how you can get your taxes filed for free. For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.com Get an assessment with us: https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/ Don’t miss out on ...
Ken talks CERB, ODSP and Income Taxes with Cameron Wells
August 11, 2020 17:00 - 10 minutes - 7.51 MBIn this episode, Ken Pope chats with Cameron Wells, host and producer of Windsor CJAM 99.1FM's Handi-Link radio show about CERB, how it affects ODSP and what people need to know when planning for their tax returns. Ken also points out how you can get your taxes filed for free. For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.com Get an assessment with us: https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/ Don’t miss out on ...
WEBINAR REPLAY: Wills: Bridging the Intention-Action Gap
July 30, 2020 16:00 - 1 hour - 45.2 MBIn this webinar replay David Skinner joins Ken to discuss habits and practices for accomplishing goals. They also share and discuss the results of our recent survey to help us determine why some people don’t have Wills (despite recognizing their importance and value), and some of the key factors preventing them from obtaining a Will. Then they look at ways to overcome those factors so people end up with a Will that protects and provides for their loved ones. If something has held you back fr...
WEBINAR REPLAY: Capacity Assessments, Guardianship & Substitute Decision Making
July 30, 2020 16:00 - 35 minutes - 24.1 MBIn this webinar replay Kenneth Pope LLB TEP, Dianne Verano JD and capacity assessor Dan Silver M.Sc.Ed discuss capacity assessment, guardianship & substitute decision making; the basics, any updates and what can be done remotely during our current pandemic. Topics Include: • Capacity Assessments (including remote video assessments) • Guardianship • Powers of Attorney (personal & property) • Substitute Decision Making • RDSPs • Pension Planning • OAS & GIS at age 65 For more information, ...
Overview: 21 Year Rules - Trusts Don't Die
July 30, 2020 15:00 - 2 minutes - 2.09 MBIn this overview episode Ken Pope discusses the common misconception of the 21 year rule with trusts and where the confusion comes from. Questions? Get in touch! Website: http://kpopelaw.com To book and appointment, email [email protected]
OVERVIEW: 21 Year Rules - Trusts Don't Die
July 30, 2020 15:00 - 2 minutes - 2.09 MBIn this overview episode Ken Pope discusses the common misconception of the 21 year rule with trusts and where the confusion comes from. For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.com Get an assessment with us: https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/ Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE.
Overview: Grandparent Family Trusts
July 30, 2020 15:00 - 2 minutes - 1.91 MBIn this overview episode Ken Pope discusses Grandparent Henson Trusts to protect their children from paying unnecessarily high taxes on it, and their grandchildren from losing their provincial benefits. Questions? Get in touch! Website: http://kpopelaw.com To book and appointment, email [email protected]
OVERVIEW: Grandparent Family Trusts
July 30, 2020 15:00 - 2 minutes - 1.91 MBIn this overview episode Ken Pope discusses Grandparent Henson Trusts to protect their children from paying unnecessarily high taxes on it, and their grandchildren from losing their provincial benefits. For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.com Get an assessment with us: https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/ Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE.
Overview: Henson Trusts
July 30, 2020 15:00 - 2 minutes - 1.79 MBIn this overview episode Ken Pope speaks about the advantages of having a Henson Trust setup for you or a loved one with a disability or special needs. Henson Trusts are uniquely beneficial for individuals with disability as it protects their assets and inheritance while also granting the right to collect government benefits and entitlements. Questions? Get in touch! Website: http://kpopelaw.com To book and appointment, email [email protected]
OVERVIEW: Henson Trusts
July 30, 2020 15:00 - 2 minutes - 1.79 MBIn this overview episode Ken Pope speaks about the advantages of having a Henson Trust setup for you or a loved one with a disability or special needs. Henson Trusts are uniquely beneficial for individuals with disability as it protects their assets and inheritance while also granting the right to collect government benefits and entitlements. For more information, contact us at 1-866-536-7673 or visit our website Click HERE to get an assessment with us. Don’t miss out on important up...
WEBINAR REPLAY: 2020 Housing and Transitions Webinar (Audio)
July 24, 2020 15:00 - 1 hour - 42.9 MBIn this 2020 edition of Housing and Transitions, we're joined by 3 special guests who are part of different housing initiatives. Phyllis Spencer, a mother with an entrepreneurial mind who is creating a private group home to help secure her daughter's future. She'll be discussing how she came up with the idea as well as the difficulty around parting ways and transitioning your child into more independence. Dan Hughes from the Enhanced Day Program and supported living initiative Axess Condos, ...
OVERVIEW: ODSP Benefits at Age 65
July 14, 2020 17:00 - 2 minutes - 1.7 MBIn this overview episode Ken Pope explains what happens when you turn 65 and are on ODSP benefits. For more information, contact us at 1-866-536-7673 or visit our website Click HERE to get an assessment with us. Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE
OVERVIEW: Letter of Wishes
July 14, 2020 17:00 - 2 minutes - 1.71 MBIn this overview episode Ken Pope discusses how writing a letter of wishes can be beneficial in helping trustees to understand what the deceased parent would have done if they were there still. For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.com Get an assessment with us: https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/ Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE.
WEBINAR REPLAY: ODSP Benefit Increases & Tax Credits (Audio)
July 14, 2020 17:00 - 1 hour - 46.5 MBIn this webinar replay Ken Pope and Crystal Terris discuss how to obtain maximum ODSP benefits, utilize tax credits available and everything in between. Learn about: • How to maximize your ODSP benefits and the common issues people face • How to obtain the DTC credit and the common barriers encountered • Using the Caregiver credit and how the criteria has changed • RDSPs For more information, contact us at 1-866-536-7673 or visit our website Click HERE to get an assessment with us. D...
Overview: Letter of Wishes
July 14, 2020 17:00 - 2 minutes - 1.71 MBIn this overview episode Ken Pope discusses how writing a letter of wishes can be beneficial in helping trustees to understand what the deceased parent would have done if they were there still. Get in touch! Website: http://kpopelaw.com To book and appointment, email [email protected]
Overview: ODSP Benefit Increases
July 14, 2020 17:00 - 1 minute - 1.29 MBIn this overview episode Ken Pope explains Ontario Disability Support Program benefit increases and why they are substantial. Get in touch: http://kpopelaw.com/
Overview: ODSP Benefits at Age 65
July 14, 2020 17:00 - 2 minutes - 1.7 MBIn this overview episode Ken Pope explains what happens when you turn 65 and are on ODSP benefits. Get in touch: http://kpopelaw.com/
OVERVIEW: ODSP Benefit Increases
July 14, 2020 17:00 - 1 minute - 1.29 MBIn this overview episode Ken Pope explains Ontario Disability Support Program benefit increases and why they are substantial. For more information, contact us at 1-866-536-7673 or visit our website Click HERE to get an assessment with us. Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE
CHRI: Dealing with Divorce and Serving Remotely
July 08, 2020 18:00 - 27 minutes - 19 MBIn this episode Ken Pope and Dianne Verano talk about the effect that CoVid has had on families as well as the process of the courts and other procedures. Original air date: June 29, 2020 For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.com Get an assessment with us: https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/ Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE.
OVERVIEW: Legal Guardianship & RDSPs, Pensions, OAS/GIS
July 08, 2020 18:00 - 3 minutes - 2.17 MBIn this overview episode Ken Pope goes over the basics around Legal Guardianship & RDSPs, Pensions, OAS/GIS. For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.com Get an assessment with us: https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/ Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE.
Overview: Legal Guardianship & RDSPs, Pensions, OAS/GIS
July 08, 2020 18:00 - 3 minutes - 2.17 MBIn this overview episode Ken Pope goes over the basics around Legal Guardianship & RDSPs, Pensions, OAS/GIS. Get in touch: http://kpopelaw.com/
OVERVIEW: Caregiver Tax Credits
July 08, 2020 18:00 - 2 minutes - 1.49 MBIn this overview episode Ken Pope goes over the basics around the Caregiver tax credit and how it has changed to serve more families For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.com Get an assessment with us: https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/ Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE.
Overview: Caregiver Tax Credits
July 08, 2020 18:00 - 2 minutes - 1.49 MBIn this overview episode Ken Pope goes over the basics around the Caregiver tax credit and how it has changed to serve more families Get in touch: http://kpopelaw.com/
CHRI: The Importance of Having a Will, and Working from a Distance
July 07, 2020 16:00 - 28 minutes - 19.7 MBIn this episode, Ken Pope and David Skinner talk about a recent survey Ken conducted -finding out what people think about Wills, how many have them, and what holds people back from focusing on it. He also addresses how to carry on remotely during our current pandemic. Original Air Date: May 25, 2020 For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.com Get an assessment with us: https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-...
The Importance of Having a Will, and Working from a Distance
July 07, 2020 16:00 - 28 minutes - 19.7 MBIn this episode, Ken Pope and David Skinner talk about a recent survey Ken conducted -finding out what people think about Wills, how many have them, and what holds people back from focusing on it. He also addresses how to carry on remotely during our current pandemic. Original Air Date: May 25, 2020
Legal Guardianship and Power of Attorney
July 07, 2020 15:00 - 27 minutes - 19.1 MBIn this episode Ken pope Talks about various ways to care for your child with special needs or disabilities and continue to manage their affairs once they become adults.He's also joined by guest Dan Silver who is a Capacity Assessor who talks about the process of assessing your child's capacity. Original air date April 27, 2020