Planning for Clients and Families With Special Needs

Kenneth C. Pope contributed a chapter to "The Trusted Advisor's Survival it" book.
This chapter will show you how to advise and assist families with family members with disabilities and special needs. It explores the issues that accountants and financial advisors will need to discuss with families or with friends of special needs individuals with disabilities. In order to maximize available benefits and to plan for lifelong care, especially after the parents have passed on, specific planning tools such as Henson Trusts are needed. Insurance funding for trusts is a standard part of the estate plan. Disability-related tax credits must be put in place, the Registered Disability Savings Plans (RDSPs) must be considered and Lifetime Benefit Trusts to receive RRSPs and RRIFs on a tax-free basis must be anticipated.

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