Resources / Disability Trust and Special Needs Law Resources

Disability Trusts
Disability Trusts and Estate Planning for Dependents with Disabilities and Special Needs. When a child with a disability turns 18 years of age, he or she may be eligible for Disability Assistance (a disability pension which used to be called “GAIN”) from the provincial government. These benefits are means-tested; which means that a person can only receive them if they have assets below a certain amount.
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Capacity Planning
Many people are interested not only in planning for the event of their deaths, but also for the possibility of mental incapacity during their lifetimes.
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Wealth and Estate Planning
You have planned well and worked hard to achieve your financial goals. Now you want to be sure your affairs are handled properly in the future. At this time in your life, estate planning should be an essential part of your overall planning. Preparing a Will and a comprehensive Wealth and Estate Plan are two of the most important things you can do to protect your family and your legacy.
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Professional Trustee Services
What Is the Role of a Trustee? A Trustee is the fiduciary put in charge of overseeing the day to day management of assets owned by a trust. The Trustee is responsible for managing all of the assets owned by a trust for the benefit of the beneficiaries. The duties of a Trustee will vary depending on what type of assets are owned by the trust. The Trustee can, depending on the terms of the trust agreement, delegate certain duties to others, such as engaging an investment advisor to oversee the investment holdings or engaging a realtor to liquidate a property.
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Probate and Estate Administration
The passing of a loved one can be a very distressing and confusing time for family and friends. The difficulties faced seem to be compounded for those charged with the responsibility of dealing with an estate.
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