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Wills and Estate Planning

Ontario Ministry of Community and Social Services provides guidelines for the treatment of inheritance assets with respect ODSP. Reviewing these guidelines can assist you when discussing your estate planning needs with your legal and financial advisers.? You can also review their more detailed policy notes for ODSP recipients regarding inheritance assets.

ARCH Disability Law Centre – ARCH Disability Law Centre is a specialty community legal aid clinic dedicated to defending and advancing the equality rights of people with disabilities in Ontario. ARCH provides legal services to help Ontarians with disabilities live with dignity and participate fully in our communities. We work with Ontarians with disabilities and the disability community on law reform and policy initiatives, community development, legal advice and referrals, public legal education and litigation.

Henson Trust Handbook -This booklet is for families who want to help support a relative who receives Ontario Disability Support Program (ODSP) benefits. It explains how to help a family member without affecting their ODSP benefits. Chapters include: How Henson Trusts can support people who receive ODSP benefits; Everything you need to know about ODSP; Setting up a Henson Trust; How to prepare for the future; and Is a Henson Trust a good choice for you? There is also a resource page and a glossary.

Written by Harry Beatty, Mary Louise Dickson, and John Stapleton. Funding provided by The Law Foundation of Ontario and Reena. For questions about the handbook, contact John Stapleton.

This manual guides trustees of a Henson Trust through the process of performing their duties in a step-by-step manner. Chapters include: Immediate Steps of a Trustee, ODSP, Financial Issues, and Trustee Reporting.
– See more at: http://hub.partnersforplanning.ca/Resources/343/Helpful-Resources-on-Legal-Topics#sthash.2ID1nbBI.dpuf
This manual guides trustees of a Henson Trust through the process of performing their duties in a step-by-step manner. Chapters include: Immediate Steps of a Trustee, ODSP, Financial Issues, and Trustee Reporting.
– See more at: http://hub.partnersforplanning.ca/Resources/343/Helpful-Resources-on-Legal-Topics#sthash.2ID1nbBI.dpuf

w88ประเทศไทยTrustee Reference Manual? – In simple terms, a Trust is an arrangement where one person holds and manages assets for another person. With the Henson Trust, the person (Trustee) who holds and manages the assets has the sole, unfettered discretion in making spending decisions. (provided by OFCP)

Ontario Ministry of Attorney General provides information on Power of Attorney and Living Wills.? The Office of the Public Guardian and Trustee has a Power of Attorney Kit that will help you appoint the person you want to make decisions for you when you are no longer able to do so for yourself.

The March of Dimes has created a series of? videos presented by Graeme Treeby of the “Special Needs” Planning Group where he shares his knowledge about the financial planning for people with disabilities.

A March of Dimes Minutes – #12 – Inheritance issues
A March of Dimes Minutes – #13 – Henson Trust
A March of Dimes Minutes – #14 – Henson Trustee
A March of Dimes Minutes – #15 – Henson Benefits

 

Check out our workshops page for the next Wills and Trusts related topic.


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