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Special Needs Planning

Estate Planning to Care 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.

Customized Solutions Using a Range of Special Needs Planning Tools

Our trusts and estates team can provide advice to 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.
  • Establishing trusts, including, inter vivos trusts. Trusts allow you to provide funds for special needs family members now and in the event of your death.
  • 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 special needs family members, such as a child with a disability, without disqualifying them from government benefits.

Protecting Beneficiaries Financially and Personally

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.

Seek Professional Advice for Your Family’s Special Needs Members

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