Approximately 22% of Canadians live with a disability. This means you will encounter people who have a disability and their families in your practice. Understanding the impact for a beneficiary who has a disability in receiving and holding certain assets is essential to creating sound estate plans.

Join Rebecca and Jill as we explore how disability benefits can integrate with financial, tax, and estate planning strategies to better support families and provide a secure future for their beneficiaries. Learn how and where traditional planning techniques fail for these families and negatively impact benefits and programs on which the beneficiary may already depend.

Presenters:

Rebecca Pauls, Executive Director

Planned Lifetime Advocacy Network in BC

Together with families and people with disabilities, we answer these questions by:

• building personal support networks that empower contribution and citizenship
• implementing plans to ensure loved ones with disabilities are safe and secure for their lifetime
• bringing together a network of families to provide mutual support and learning opportunities

Jill Teeple, Executive Director - Partners for Planning in Ontario

P4P empowers people with disabilities and their families with free resources to create meaningful lives and secure futures, firmly rooted in community.

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Registration $30

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information