Special Needs & Disability Estate Planning

Two Questions... 1) What is a disability?, and 2) What benefits is someone who is living with a disability entitled to? The answers to both of these questions are sure to shock you, as you will discover that at least one out of every 10 of your clients can qualify for disability benefits that could result in new savings in the size of a TFSA! In short, a person does not have to be in a wheelchair to be considered to be living with a disability. Full presentation time: 56m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 1h 3m

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Special Needs & Disability Estate Planning
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Ken Pope

Kenneth C. Pope is one of the most experienced practitioners in Ontario providing services to families with a family member with a disability, and has focused his practice to help them put in place Henson trusts, which ensure that the child with a disability will not lose provincial disability benefits as a result of their inheritance. He also acts on behalf of clients to deal with Canada Revenue Agency to back file disability related tax credits and recapture substantial amounts of taxes which should not have been paid, typically recovering $16,000 to $22,000. His goal is to ensure that his clients will be able to plan effectively for the future of their family members. This includes the use of trusts for family members to minimize taxes payable on income earned from inheritances. He has been helping families to think through their future needs, and to provide for their families with appropriate arrangements, since 1980. In his practice, Ken tailor-makes solutions so that all his clients can take care of these important responsibilities and enjoy peace of mind. His knowledge and experience with Estate Planning offers his clients the full range of options suitable for their situation, all provided by a single source law firm.

About the Presenter: Dianne Verano

Dianne enjoys speaking with clients about their needs with regards to matters involving maintaining their provincial disability benefits (ODSP), probate, estates, and settling estate matters, trusts, guardianship, substitute decision-making, and their disability-related tax matters, tax credits (i.e. the Disability tax credit) and financial planning. She will work with each family to identify what alternatives and options they have regarding the short-term, and long-term, goals for their family or loved ones because each client’s circumstance is different. Many of her clients return for advice at different points in their life because circumstances may change as their loved ones with conditions, impairments, or restrictions, grow older. Dianne is originally from Calgary, Alberta. She previously sat on the board of a legal clinic in downtown Ottawa that served clients with special needs.