Toronto Special Needs Planning Law Firm

Helping Families Plan for Special Needs Family Members

Does your family have a member with special needs, either child or adult, who owns or may inherit high-value assets or needs a family member to make personal care decisions? If so, you need qualified legal help.

Margaret O'Sullivan of the Toronto, Ontario, law firm of O'Sullivan Estate Lawyers LLP has provided estate, trust and guardianship legal assistance to families with family members with special needs since her call to the bar in 1983.

Also engaged in trust and estate work at O'Sullivan Estate Lawyers LLP is  Susannah Roth. Ms. Roth has practiced trust and estate law since being called to the bar in 2002, has spoken and written on various subject areas in trust and estate law, and is a past chair of the Ontario Bar Association Trusts and Estates Executive Committee, a past member of Council of the Ontario Bar Association and a current trustee of the OBA Foundation.

Detailed Assistance Regarding All Types of Special Needs Planning, Including Henson Trusts

As a nationally and internationally recognized estate planning lawyer, Ms. O'Sullivan and our trust and estates team can protect your assets and your loved ones:

  • By establishing powers of attorney and guardianships that allow parents and other family members to assist adults with special needs and manage their property and personal care. Powers of attorney and guardianships can help you preserve and administer assets and make medical and other decisions for family members with special needs.
  • By establishing trusts, including living trusts, inter vivos trusts and discretionary trusts. Trusts allow you to provide funds for in-need family members now and in the event of your death.
  • By assisting in establishing Registered Disability Savings Plans and special needs trusts, such as Henson trusts, qualified disability trusts and inheritance trusts that allow for the provision of funds to in-need family members, such as a child with a disability, without disqualifying them for government benefits.

By creating a legal "protective envelope," the assets of individuals with special needs can be shielded and their financial security and personal care can be provided for. We can help you manage children's inheritance funds, and ensure that minors and adults with serious injuries and disabilities or with Asperger's syndrome, autism, ADHD and other illnesses and challenges receive the financial protection and support they need.

For more information about our Toronto firm and special needs estate planning, contact our lawyers today.