Estate Planning for a Beneficiary with Disabilities

Shelley Chamaschuk discusses considerations for disabled beneficiaries

Estate planning can be a daunting task for anyone but planning when one of your loved ones is a person with a disability or has special needs, is particularly difficult. This presentation will discuss a number of tools available to families whose plans involve a beneficiary who is disabled. We will also discuss the applicable AISH rules, use of RDSPs, and the role of discretionary trusts (also called Henson Trusts).

Special thanks to Shelly K. Chamaschuk, BSc, LLB, TEP Partner, Reynolds Mirth Richards and Farmer LLP for hosting this session.

Thank you for checking out these recordings of WillPower Wills Week presentations made the week of October 4-8, 2021 by volunteer lawyers and an accountant. The views expressed in these recordings are those of the presenter and not of Edmonton Community Foundation.

The information contained in these recordings is based on Alberta law and is for general information only and to encourage you to ACT — to get professional assistance to get a good and valid will, personal directive and enduring power of attorney in place to protect your family, your assets and your business.

The information in these recordings is NOT legal or tax advice and does not replace legal or tax advice. Every person has a unique situation. For legal advice about your situation and/or to prepare these important documents make sure to visit a wills & estates lawyer.

We thank the volunteers who present Wills Week each year.