Leonard Henson was a true hero. Like so many of our cherished advocates he was motivated by trying to protect and plan for his daughter with a disability. Today, the Henson Trust goes the extra mile in not only safeguarding ODSP benefits, but secures great flexibility around estate planning.
P4P passionately believes that an imperfect plan is better than no plan. Whatever your present situation, creative solutions can always be customized with the right tools and know-how.
A live Q and A follows this presentation.
What's in it for You?
• Creative and viable scenarios for funding a Henson Trust
• Information on ODSP-related spending rules, and avoiding tax penalties
• Checklist of important attributes when appointing a trustee
Graeme can be contacted through The Special Needs Planning Group.