Claim OwnershipHenson Trusts & Disability Estate Planning with Ken Pope
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© 2023 Henson Trusts & Disability Estate Planning with Ken Pope
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Audio Library for information Ken Pope has put out to help families who have a child or relative with a disability or special needs, whether in the form of webcasts, radio shows or interviews. In an effort to diversify our resources we’ve created this Podcast channel for people who prefer to tune in and learn while on the go.Common topics include:Disability Estate Planning, Henson Trusts, Powers of Attorney, Guardianship and Substitute Decision Making, ODSP and Tax Credits.
41 Episodes
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Ken Pope is partnering with the Asperger's Society of Ontario to help outline important information regarding special needs & disability estate planning.Learn about:• Wills and Henson Trusts• ODSP and how it can affect estate planning.• How all families with adult children with special needs can benefit from the improved caregiver tax credit• Disability Tax Credit recapturing ($16,000-$22,000)• RDSPs and how they can grow to $700,000• Lifetime Benefit Trusts for RRIFs• Guardianships vs. P...
Learn about the differences between countries on the following topics:• Wills and Estate Planning• Henson Trusts and Lifetime Benefit Trusts• Social Benefits • Tax Credits• Registered Disability Savings Plans• Guardianship & Other Substitute Decision Making StrategiesFor more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.comGet an assessment with us:https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/Don’t miss out on importan...
Grab a tea and tune in as Ken outlines important information including recent and upcoming changes regarding special needs & disability estate planning.• Wills and Henson Trusts• ODSP and how it can affect estate planning.• How all families with adult children with special needs can benefit from the improved caregiver tax credit• Disability Tax Credit recapturing ($16,000-$22,000)• RDSPs and how they can grow to $700,000• Lifetime Benefit Trusts for RRIFs• Guardianships vs. Power of Attor...
Grab a tea and tune in as Ken outlines important information including recent and upcoming changes regarding special needs & disability estate planning.• Wills and Henson Trusts• ODSP and how it can affect estate planning.• How all families with adult children with special needs can benefit from the improved caregiver tax credit• Disability Tax Credit recapturing ($16,000-$22,000)• RDSPs and how they can grow to $700,000• Lifetime Benefit Trusts for RRIFs• Guardianships vs. Power of Attor...
Disability & estate planning specialist Kenneth Pope partnered with CHEO Parent Navigators Lilian Kitcher & Teresa MacMillan to discuss various family needs as well as provincial and federal benefits.For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.comGet an assessment with us:https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/Don’t miss out on important updates and webinar invitations. Sign up for our newsletter https:/...
Back by popular demand, Ken and his team hosted another Q&A session where they answered viewers pressing questions about:• Canada Recovery Caregiving Benefit (CRCB)• ODSP benefits, increases & income and asset tests. ($896 - $1169)• Disability & caregiver tax credit recaptures. ($16,000 & $10,000)• Legal guardianship & powers of attorney• Wills, Henson Trusts & estate planning• Dying without a will or Henson Trust• Using life insurance to fund Trusts• RDSPs and anythin...
Back by popular demand, Ken hosted another Q&A session where he answered viewers pressing questions about:• Canada Recovery Caregiving Benefit (CRCB)• ODSP benefits, increases & income and asset tests. ($896 - $1169)• Disability & caregiver tax credit recaptures. ($16,000 & $10,000)• Legal guardianship & powers of attorney• Wills, Henson Trusts & estate planning• Dying without a will or Henson Trust• Using life insurance to fund Trusts• RDSPs and anything else you'd li...
Disability & estate planning specialist Kenneth Pope partners with Kim Mcleod, Parent Advocate, Educator and Co-founder of “One More Thing” a parent group for special needs families, for a second webinar to discuss various family needs as well as provincial and federal benefits. Topics: • Wills and Henson Trusts• ODSP and how it can affect estate planning.• ODSP benefit increases $896 - $1169• How all families with adult children with special needs can benefit from the...
Disability & estate planning specialist Kenneth Pope partners with Kim Mcleod, Parent Advocate, Educator and Co-founder of “One More Thing” a parent group for special need’s families, for 2 webinars to discuss various family needs as well as provincial and federal benefits. Topics: • Wills and Henson Trusts• ODSP and how it can affect estate planning.• ODSP benefit increases $896 - $1169• How all families with adult children with special needs can benefit from the impr...
Learn About: • Wills and Henson Trusts• Recent tax changes affecting trusts and estates and how to navigate through them• ODSP and how it can affect estate planning• How families with children with special needs can benefit from the caregiver tax credit since it changed in 2017• The Disability Tax Credit• RDSPs: how they can grow to $400,000, and how to start making withdrawals• Lifetime Benefit Trusts• Guardianships & substitute decision makingFor more informat...
Finished High School? Now what?Disability estate planning specialist Kenneth Pope and RESP specialist Greg Anthoine talk about RESPs, RDSPs, OSAP, special needs bursaries as well as flexibilities and accommodations available in college & university.Learn About:• Registered Disability Savings Plans• Registered Education Savings Plans• Flexibility factors for students with special needs• Ontario Student Assistance Program• Special needs bursaries• Post-secondary education accommodations for...
Disability & estate planning specialist Kenneth Pope partners with Service Navigator and Team lead at Autism Ontario Michelle Bascom to discuss various family needs as well as provincial and federal benefits. Learn About: • Wills and Henson Trusts• ODSP and how it can affect estate planning.• How families with children with special needs can benefit from the caregiver tax credit now that it has changed• The Disability Tax Credit• RDSPs and how they can grow to $...
Disability estate planning specialist Kenneth Pope and education consultant & diagnostician Monika Ferenczy talk about the school system, IEPs, changes surrounding COVID, supports available and how to make it work for your child with disabilities or special needs. Learn About:• IEPs •CRCB• COVID changes: In school & online learning• Special education supports for online learning• Homeschooling vs school’s online learning option• Funding options: Passport, ACSD, SSAHInspired by Richard...
In this one hour session, Ken and his team answer common (and uncommon) questions people have about:•Wills, Henson Trusts & estate planning•Dying without a will or Henson Trust•ODSP benefits, increases & updates•Legal guardianship & powers of attorney•Disability & caregiver tax credits•RDSPs and moreFor more information, contact us at 1-866-536-7673 or visit our website Click HERE to get an assessment with us. Don’t miss out on important updates and webinar invitations. Sign...
In this overview episode, Kenneth Pope discusses testamentary trusts, which are trusts created by the will of a deceased parent. These trusts receive a portion of the estate or other proceeds investments, generating trust income. Original air date: Jan 16, 2019For more information, contact us at 1-866-536-7673 or visit our website Click HERE to get an assessment with us. Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE
In this overview episode, Kenneth Pope explains how you can synchronize the use of a child's RDSP and the Henson trust in their will. Original air date: Jan 16, 2019For more information, contact us at 1-866-536-7673 or visit our website Click HERE to get an assessment with us. Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE
In this overview episode, Ken Pope discusses probate avoidance & split wills.For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.comGet an assessment with us:https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE.
In this overview episode Ken discusses Ken discusses probate fees.Original Air Date: August 1, 2019For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.comGet an assessment with us:https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE.
In this overview episode Ken discusses the differences between inter vivos and testamentary trusts.Original Air Date: August 1 2019For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.comGet an assessment with us:https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE.
In this webinar replay, special guests Melissa Vigar and Laura Bellon from the Brain Injury Society of Toronto join Ken to discuss various financial assistance programs, along with their application processes and best practices for best results. Learn About: • Ontario Works, ODSP & CPP-Disability• RDSPs • Subsidies available for low income families• Tax Credits• Applications processes & best practices for achieving favourable outcomesFor more information, co...
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