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.
Rebecca Pauls, Executive Director
Planned Lifetime Advocacy Network in BC
Together with families and people with disabilities, we answer these questions by:
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.
No charge for Estate Planning Council of Canada Members
Guests are welcome - this event is for Professional Advisors only.
We promote cross-education, referrals and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning and share Estate Administration best practices.
We link and support Estate Planners across Canada and represent a global community online.