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Presented byBlair Dwyer, Dwyer Tax Lawyers, Victoria, BC
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(Recorded on Friday, April 9, 2010 - Vancouver)The purpose of this presentation is to provide important information for parents of children with special needs on how best to plan for your child's future. This presentation will cover both how to maximize the child's future financial security and how to protect that security once the parent is no longer able to do so. The goals of the presentation are to:
This video is divided into four sections:Section 1: Planning Ahead (1 hour and 37 minutes)What is Estate Planning?Lifetime planning: financial and health careSection 2: Trusts and Trustees (1 hour and 7 minutes)How to select and appoint trusteesDescribing types of trustsSection 3: Estate Planning (1 hour and 10 minutes)Managing Capital gains taxHow to protect your child's assetsWriting willsReal estate planning: joint tenancySection 4: Registered Disability Savings Plan (RSPSs) (1 hour and 7 minutes long)Wills and probateDifferent ways of contributing to an RDSP
Blair Dwyer is a well known Canadian tax lawyer and head of Dwyer Tax Lawyers. He is the author of several publications on Canadian tax law and he has taught Advanced Taxation at the University of Victoria. He is the father of two children on the autism spectrum and is a member of the ACT Advisory Council.
Bursaries for low-income participants are available for B.C. residents. These are available for all parents who have children with special needs, regardless of diagnosis. For more information see ACT's Bursaries page before registering. Not sure which category you belong in? See ACT's Online Video FAQ for details.
Others have said:
“Provided thought provoking information which showed me that I need to discuss and research our situation before deciding on a plan” (Parent from Lower Mainland)
“Excellent” (Parent from Lower Mainland)
“Helpful info for providing benefits to our children – how to help now as well as later” (Parent from Lower Mainland)