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From time to time, the Waterloo Region Family Network (WRFN) is asked to distribute information on behalf of third parties. WRFN provides general information to self-advocates and families of children with special needs. The information provided on this website is not a recommendation, referral or endorsement of any resource, therapeutic method, or service provider. WRFN is not responsible for any information or services provided by third parties. You are urged to use independent judgment when considering any resource.

 


 

Bridges to Belonging-Future Planning

65 Hanson AVE
Kitchener,
Ontario, Canada
N2C 2H6
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During this webinar series, various topics about future planning will be discussed including: estate planning, power of attorney and personal care & insurance and tax planning. The purpose of this webinar is to provide families more information on legal actions they can take about preparing for when their children live independent lives.

 

The webinars will include two presenters from Amy, Appleby & Brennan and Kindred Union who will facilitate discussion and provide information regarding legal steps to take in financial and estate planning.

SESSIONS & TOPICS

Session 1 -  Estate Planning - Wills & Powers of Attorney
December 3, 2020 - 6:30 to 8:30

  • Why have a Will
  • Types and Wills
  • Planning Elements of Creating a Will 
  • Succession Planning and the Law
  • Probate - Trustees and Executors
  • Guardianship and Public Trustee
  • Resource: Why Have a Will by Amy Appleby and Brennan

Session 2 - Estate and Planning - Trusts & Henson Trust 
February 11, 2021 - 6:30 to 8:30

  • Trusts and Henson Trust
  • RDSP
  • Impacts of Trusts on ODSP Income
  • Capacity

Session 3 - Power of Attorney and Personal Care - Date TBD*
Covid-19 concerns and considerations

  • Advanced directives.
  • DNRs and health care Power of Attorney
  • Medical Assistance In Dying (MAID) - New Legislation

Session 4 - Insurance and Tax Planning - Date TBD*


* STAY TUNED FOR DATE ANNOUNCEMENT

 

Register here.

For more information, please email info@bridgestobelonging.ca

 

 

Name: Bridges to Belonging-Future Planning
Price: Free
Address: 65 Hanson AVE
Kitchener,
Ontario, Canada
N2C 2H6
Date: Thursday December 3, 2020 6:30 PM to 8:30 PM
Categories: Community Event