Henson Trusts & Disability Estate Planning with Ken Pope

Ken Pope

Audio Library for information Ken Pope has put out to help families who have a child or relative with a disability or special needs, whether in the form of webcasts, radio shows or interviews. In an effort to diversify our resources we’ve created this Podcast channel for people who prefer to tune in and learn while on the go.Common topics include:Disability Estate Planning, Henson Trusts, Powers of Attorney, Guardianship and Substitute Decision Making, ODSP and Tax Credits. read less
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Disability and Estate Planning Webinar for Asperger's Society of Ontario
Apr 5 2022
Disability and Estate Planning Webinar for Asperger's Society of Ontario
Ken Pope is partnering with the Asperger's Society of Ontario to help outline important information regarding special needs & disability estate planning.Learn about:• Wills and Henson Trusts• ODSP and how it can affect estate planning.• How all families with adult children with special needs can benefit from the improved caregiver tax credit• Disability Tax Credit recapturing ($16,000-$22,000)• RDSPs and how they can grow to $700,000• Lifetime Benefit Trusts for RRIFs• Guardianships vs. Power of Attorney explainedFor more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.comGet an assessment with us:https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/Don’t miss out on important updates and webinar invitations. Sign up for our newsletter https://kpopelaw.com/ken-pope-henson-trusts-lawyer-enews-signup/
Disability and Estate Planning Webinar for Asperger's Society of Ontario
Apr 5 2022
Disability and Estate Planning Webinar for Asperger's Society of Ontario
Ken Pope is partnering with the Asperger's Society of Ontario to help outline important information regarding special needs & disability estate planning.Learn about:• Wills and Henson Trusts• ODSP and how it can affect estate planning.• How all families with adult children with special needs can benefit from the improved caregiver tax credit• Disability Tax Credit recapturing ($16,000-$22,000)• RDSPs and how they can grow to $700,000• Lifetime Benefit Trusts for RRIFs• Guardianships vs. Power of Attorney explainedFor more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.comGet an assessment with us:https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/Don’t miss out on important updates and webinar invitations. Sign up for our newsletter https://kpopelaw.com/ken-pope-henson-trusts-lawyer-enews-signup/
Canada/Barbados Comparative Law Seminar
Jan 20 2022
Canada/Barbados Comparative Law Seminar
Learn about the differences between countries on the following topics:• Wills and Estate Planning• Henson Trusts and Lifetime Benefit Trusts• Social Benefits • Tax Credits• Registered Disability Savings Plans• Guardianship & Other Substitute Decision Making StrategiesFor more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.comGet an assessment with us:https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/Don’t miss out on important updates and webinar invitations. Sign up for our newsletter https://kpopelaw.com/ken-pope-henson-trusts-lawyer-enews-signup/
11/25/2021 Disability and Estate Planning Annual Updates Webinar
Nov 26 2021
11/25/2021 Disability and Estate Planning Annual Updates Webinar
Grab a tea and tune in as Ken outlines important information including recent and upcoming changes regarding special needs & disability estate planning.• Wills and Henson Trusts• ODSP and how it can affect estate planning.• How all families with adult children with special needs can benefit from the improved caregiver tax credit• Disability Tax Credit recapturing ($16,000-$22,000)• RDSPs and how they can grow to $700,000• Lifetime Benefit Trusts for RRIFs• Guardianships vs. Power of Attorney explainedFor more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.comGet an assessment with us:https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/Don’t miss out on important updates and webinar invitations. Sign up for our newsletter https://kpopelaw.com/ken-pope-henson-trusts-lawyer-enews-signup/Subscribe to our YouTube channel:https://www.youtube.com/c/KennethPope
11/24/2021 Disability and Estate Planning Annual Updates Webinar
Nov 25 2021
11/24/2021 Disability and Estate Planning Annual Updates Webinar
Grab a tea and tune in as Ken outlines important information including recent and upcoming changes regarding special needs & disability estate planning.• Wills and Henson Trusts• ODSP and how it can affect estate planning.• How all families with adult children with special needs can benefit from the improved caregiver tax credit• Disability Tax Credit recapturing ($16,000-$22,000)• RDSPs and how they can grow to $700,000• Lifetime Benefit Trusts for RRIFs• Guardianships vs. Power of Attorney explainedFor more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.comGet an assessment with us:https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/Don’t miss out on important updates and webinar invitations. Sign up for our newsletter https://kpopelaw.com/ken-pope-henson-trusts-lawyer-enews-signup/Subscribe to our YouTube channel:https://www.youtube.com/c/KennethPope
October 2021 Webinar for CHEO Parent Navigators
Nov 8 2021
October 2021 Webinar for CHEO Parent Navigators
Disability & estate planning specialist Kenneth Pope partnered with CHEO Parent Navigators Lilian Kitcher & Teresa MacMillan to discuss various family needs as well as provincial and federal benefits.For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.comGet an assessment with us:https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/Don’t miss out on important updates and webinar invitations. Sign up for our newsletter https://kpopelaw.com/ken-pope-henson-trusts-lawyer-enews-signup/
June 2021 Q&A Webinar #2
Jun 18 2021
June 2021 Q&A Webinar #2
Back by popular demand, Ken and his team hosted another Q&A session where they answered viewers pressing questions about:• Canada Recovery Caregiving Benefit (CRCB)• ODSP benefits, increases & income and asset tests. ($896 - $1169)• Disability & caregiver tax credit recaptures. ($16,000 & $10,000)• Legal guardianship & powers of attorney• Wills, Henson Trusts & estate planning• Dying without a will or Henson Trust• Using life insurance to fund Trusts• RDSPs and anything else you'd like us to addressFor more information, contact us at 1-866-536-7673 or visit our websiteClick HERE to get an assessment with us.Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE
June 2021 Q&A Webinar #1
Jun 17 2021
June 2021 Q&A Webinar #1
Back by popular demand, Ken hosted another Q&A session where he answered viewers pressing questions about:• Canada Recovery Caregiving Benefit (CRCB)• ODSP benefits, increases & income and asset tests. ($896 - $1169)• Disability & caregiver tax credit recaptures. ($16,000 & $10,000)• Legal guardianship & powers of attorney• Wills, Henson Trusts & estate planning• Dying without a will or Henson Trust• Using life insurance to fund Trusts• RDSPs and anything else you'd like us to addressFor more information, contact us at 1-866-536-7673 or visit our websiteClick HERE to get an assessment with us.Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE
ROUND 2: Disability Estate Planning Webinar for Facebook Group One More Thing
Mar 3 2021
ROUND 2: Disability Estate Planning Webinar for Facebook Group One More Thing
Disability & estate planning specialist Kenneth Pope partners with Kim Mcleod, Parent Advocate, Educator and Co-founder of “One More Thing” a parent group for special needs families, for a second webinar to discuss various family needs as well as provincial and federal benefits. Topics:      • Wills and Henson Trusts• ODSP and how it can affect estate planning.• ODSP benefit increases $896 - $1169• How all families with adult children with special needs can benefit from the improved caregiver tax credit • Disability Tax Credit recapturing ($16,000-$22,000)• RDSPs and how they can grow to $700,000• Lifetime Benefit Trusts for RRIFs• Guardianships vs. Power of Attorney explainedFor more information, contact us at 1-866-536-7673 or visit our website Click HERE to get an assessment with us. Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE
Special Needs and Disability Estate Planning Webinar for Facebook Group One More Thing
Feb 26 2021
Special Needs and Disability Estate Planning Webinar for Facebook Group One More Thing
Disability & estate planning specialist Kenneth Pope partners with Kim Mcleod, Parent Advocate, Educator and Co-founder of “One More Thing” a parent group for special need’s families, for 2 webinars to discuss various family needs as well as provincial and federal benefits. Topics:      • Wills and Henson Trusts• ODSP and how it can affect estate planning.• ODSP benefit increases $896 - $1169• How all families with adult children with special needs can benefit from the improved caregiver tax credit • Disability Tax Credit recapturing ($16,000-$22,000)• RDSPs and how they can grow to $700,000• Lifetime Benefit Trusts for RRIFs• Guardianships vs. Power of Attorney explainedFor more information, contact us at 1-866-536-7673 or visit our website Click HERE to get an assessment with us. Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE
Disability Resources and Estate Planning Webinar
Dec 16 2020
Disability Resources and Estate Planning Webinar
Learn About:        • Wills and Henson Trusts• Recent tax changes affecting trusts and estates and how to navigate through them• ODSP and how it can affect estate planning• How families with children with special needs can benefit from the caregiver tax credit since it changed in 2017• The Disability Tax Credit• RDSPs: how they can grow to $400,000, and how to start making withdrawals• Lifetime Benefit Trusts• Guardianships & substitute decision makingFor more information, contact us at 1-866-536-7673 or visit our website Click HERE to get an assessment with us. Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE
RESPs, RDSPs and OSAP - Flexibility, Bursaries & Accommodations for People with Special Needs
Nov 11 2020
RESPs, RDSPs and OSAP - Flexibility, Bursaries & Accommodations for People with Special Needs
Finished High School? Now what?Disability estate planning specialist Kenneth Pope and RESP specialist Greg Anthoine talk about RESPs, RDSPs, OSAP, special needs bursaries as well as flexibilities and accommodations available in college & university.Learn About:• Registered Disability Savings Plans• Registered Education Savings Plans• Flexibility factors for students with special needs• Ontario Student Assistance Program• Special needs bursaries• Post-secondary education accommodations for learningFor more information, contact us at 1-866-536-7673 or visit our website Click HERE to get an assessment with us. Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE
WEBINAR REPLAY: Special needs and Disability Estate Planning
Oct 16 2020
WEBINAR REPLAY: Special needs and Disability Estate Planning
Disability & estate planning specialist Kenneth Pope partners with Service Navigator and Team lead at Autism Ontario Michelle Bascom to discuss various family needs as well as provincial and federal benefits. Learn About:        • Wills and Henson Trusts• ODSP and how it can affect estate planning.• How families with children with special needs can benefit from the caregiver tax credit now that it has changed• The Disability Tax Credit• RDSPs and how they can grow to $400,000• Lifetime Benefit Trusts• Guardianships & substitute decision making For more information, contact us at 1-866-536-7673 or visit our website Click HERE to get an assessment with us. Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE
Webinar Replay: Supporting your child through COVID changes to the school system
Oct 14 2020
Webinar Replay: Supporting your child through COVID changes to the school system
Disability estate planning specialist Kenneth Pope and education consultant & diagnostician Monika Ferenczy talk about the school system, IEPs, changes surrounding COVID, supports available and how to make it work for your child with disabilities or special needs. Learn About:• IEPs •CRCB• COVID changes: In school & online learning• Special education supports for online learning• Homeschooling vs school’s online learning option• Funding options: Passport, ACSD, SSAHInspired by Richard Carter, DSAT board member and father.For more information, contact us at 1-866-536-7673 or visit our website Click HERE to get an assessment with us. Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE
WEBINAR REPLAY: September 2020 Q&A Webinar with K. Pope Law Team
Sep 18 2020
WEBINAR REPLAY: September 2020 Q&A Webinar with K. Pope Law Team
In this one hour session, Ken and his team answer common (and uncommon) questions people have about:•Wills, Henson Trusts & estate planning•Dying without a will or Henson Trust•ODSP benefits, increases & updates•Legal guardianship & powers of attorney•Disability & caregiver tax credits•RDSPs and moreFor more information, contact us at 1-866-536-7673 or visit our website Click HERE to get an assessment with us. Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE
OVERVIEW: Payments from RDSPs & Henson Trusts
Sep 11 2020
OVERVIEW: Payments from RDSPs & Henson Trusts
In this overview episode, Kenneth Pope explains how you can synchronize the use of a child's RDSP and the Henson trust in their will. Original air date: Jan 16, 2019For more information, contact us at 1-866-536-7673 or visit our website Click HERE to get an assessment with us. Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE
OVERVIEW: Preferred Beneficiary Elections & Qualifying Disability Trusts
Sep 11 2020
OVERVIEW: Preferred Beneficiary Elections & Qualifying Disability Trusts
In this overview episode, Kenneth Pope discusses testamentary trusts, which are trusts created by the will of a deceased parent. These trusts receive a portion of the estate or other proceeds investments, generating trust income. Original air date: Jan 16, 2019For more information, contact us at 1-866-536-7673 or visit our website Click HERE to get an assessment with us. Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE
OVERVIEW:Probate Avoidance & Split Wills
Sep 11 2020
OVERVIEW:Probate Avoidance & Split Wills
In this overview episode, Ken Pope discusses probate avoidance & split wills.For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.comGet an assessment with us:https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE.
OVERVIEW: Probate Fees - There Are No Estate Death Taxes
Aug 27 2020
OVERVIEW: Probate Fees - There Are No Estate Death Taxes
In this overview episode Ken discusses Ken discusses probate fees.Original Air Date: August 1, 2019For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.comGet an assessment with us:https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE.
OVERVIEW: Inter Vivos vs. Testamentary Trusts
Aug 27 2020
OVERVIEW: Inter Vivos vs. Testamentary Trusts
In this overview episode Ken discusses the differences between inter vivos and testamentary trusts.Original Air Date: August 1 2019For more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.comGet an assessment with us:https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE.
WEBINAR REPLAY: Financial Assistance
Aug 27 2020
WEBINAR REPLAY: Financial Assistance
In this webinar replay, special guests Melissa Vigar and Laura Bellon from the Brain Injury Society of Toronto join Ken to discuss various financial assistance programs, along with their application processes and best practices for best results. Learn About:        • Ontario Works, ODSP & CPP-Disability• RDSPs • Subsidies available for low income families• Tax Credits• Applications processes & best practices for achieving favourable outcomesFor more information, contact us at 1-866-536-7673 or visit our website www.kpopelaw.comGet an assessment with us:https://kpopelaw.com/ken-pope-disability-estate-planning-family-evaluation-form/Don’t miss out on important updates and webinar invitations. Sign up for our newsletter HERE.