Jane Bullbrook - Barrister and Solicitor
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Wills for special needs

  • Published in Special Needs

A parent's Will is the main estate planning tool for the special needs community.

The Will will have the same basic elements with a number of "Trusts" to ensure that the dependent adult does not exceed the asset and income limits set by the ODSP. 

For ODSP policies on funds held in trusts go to: Ontario Disability Support Program - Income Support, Directive 4.7 Funds held in trust >>

 

Special Needs Estate Planning

  •  SPECIAL NEEDS ESTATE PLANNING SPECIAL NEEDS ESTATE PLANNING
  •  WHAT DOES DISABILITY MEAN? WHAT DOES DISABILITY MEAN?
  •  LEGAL AND FINANCIAL TOOLS LEGAL AND FINANCIAL TOOLS
    • ODSP
    • RDSP
    • Wills
    • Henson Trust
    • Disability Expense Trust
    • Lifetime Benefit Trusts
    • Insurance and Segregated Funds
  •  POWERS OF ATTORNEY AND GUARDIANSHIP POWERS OF ATTORNEY AND GUARDIANSHIP
  •  RESOURCES RESOURCES

More Resources

Government programs, financial support and life-plannig resources for special needs community >>

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Jane Bullbrook

Daytime Office
Alternawork, 2nd Floor
2115 South Service Road West (north of Wyecroft Rd.)
Oakville
ON L6L 5W2

Home Office
2107 Blacksmith Lane
Oakville
ON L6M 3A3

 

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