Estate Planning Room

Protecting your child who has a physical and or mental disability and securing that future when you’re gone is one of the most important things that a parent can do. Estate planning can be challenging in any situation, but having a child or family member with special needs brings different challenges.

You may wish to consider these questions:

  • What assets are required to provide for the standard of living you would desire to see them have?
  • Will provincial benefits (ODSP for example) be affected by your estate plan and should this be a concern?
  • Who will manage their assets and what is required to ensure that process is put in place?
  • What about other siblings?  Are family dynamics at all affected by the structure of a trust and is there an efficient method of achieving fairness?
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