Estate Planning for B.C. Families with Children with Special Needs

Estate Planning for Families Who Have
Children With Special Needs in B.C
Presented by:
Blair Dwyer, Shelley Spring & Ryan Green, Dwyer Tax Lawyers, Victoria, B.C.

View Registration Form (.pdf)


This workshop will provide parents and guardians of children and adults with all special needs valuable information to best plan for their child’s future. It will also be useful for community professionals who work with families who need guidance in addressing critical estate planning issues. 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.

Some of the topics that will be covered, illustrated by case studies drawn from the extensive professional experience of the presenters, include:

• Financial and Health Care Representation Agreements and planning for when the child with special needs becomes an adult with special needs at age 19
• Government programs including the new Registered Disability Savings Plan (RDSP)
• Guardianship
• Wills and probate
• Asset protection planning for parents and child

About the Presenters:
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 boys on the autism spectrum and is a member of the ACT Advisory Board.

Shelley Spring and Ryan Green are tax associates with Dwyer Tax Lawyers; both are graduates of the University of Victoria Law School.

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