Tax and Estate Planning for Disabled Individuals and Their Families
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Tax and Estate Planning for Disabled Individuals and Their Families
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À propos de cet audio
Nearly 30% of Canadians—around 8 million people—live with at least one disability, according to Statistics Canada. In this podcast, Ivan and Jonathan are joined by Roman Belenky of Doane Grant Thornton LLP for an enlightening conversation on trusts for disabled family members.
We explore critical questions such as:
When and why should families consider a trust for a disabled loved one?
What is a Henson Trust, and how does it work?
How do trusts affect eligibility for ODSP benefits?
If you're a CPA or financial advisor, this episode is packed with actionable insights you won't want to miss. Tune in to stay informed and better serve your clients!
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