*A joint event with the Waterloo Wellington Estate Planning Council

THE WAITRESS, THE WEDDING & THE WILL – A STORY OF HOW ONE MAN’S SIMPLE TRUST PROTECTED HIS ESTATE

While a lot has been written about “Henson” Trusts and their usefulness for protecting a beneficiary’s means-tested government disability pension from claw-back upon receipt of an inheritance, surprisingly little has been written to publicize “Banton” Trusts and their usefulness for protecting a beneficiary’s inheritance from a third-party claim.

A Banton Trust was a trust that George Banton created in the mid-90’s that proved to be a pivotal estate planning maneuver. On his death, a trust that he had created a few years before ended up preserving some inheritance for his children while withstanding an attack on his estate by his new bride.

Presented by Adam Cappelli, MBA, LLB, TEP, CFP

Adam co-founded Cambridge LLP law firm in 2010. Cambridge LLP now has four offices in Ontario and over 30 employees (18 lawyers). Adam is managing partner of the Estates Group which focuses on estate planning, administration and estate litigation. Adam has been certified by the Law Society of Ontario as a Specialist in Estates and Trusts Law which has been the focus of his practice for over 22 years.