Planning for the Future of Someone with a Disability

Approximately 22% of Canadians live with a disability, meaning lawyers are likely to encounter people with disabilities and their families in practice. Understanding the impact for a beneficiary who has a disability in receiving and holding certain assets is essential to creating sound estate plans. 

Rebecca Pauls, Executive Director of the Planned Lifetime Advocacy Network in BC, and Jill Teeple, Executive Director of Partners for Planning in Ontario, explore how disability benefits integrate with financial, tax, and estate planning strategies to better support families and provide a secure future for their beneficiaries. They also examine how and where traditional planning techniques can fail for these families and negatively affect benefits and programs on which beneficiaries may already depend.