Having a child or family member with a disability creates unique challenges for estate and tax planning. This is a virtual presentation onsite.
Register to Attend this Virtual Event In-person - Click on Register button.
You will be provided with a laptop to join and view this presentation at the Library. Please use this Zoom joining link.
This program will not be recorded, please plan to attend in-person or virtually on the day of the event.
Parents are often especially concerned about how to best take care of their disabled children after they pass away or become incapable of caring for their child. Who will take care of the person with the disability physically and who will manage their financial needs? This session will explore the most common estate planning options for beneficiaries with disabilities. We will explore what happens when a disabled child reaches the age of majority. How do you protect Ontario Disability Support Program entitlement while still providing for the person with disabilities and how can Trusts, Registered Disability Savings Plans and other products help achieve your goals for your disabled child or other family member?
A Tax and Estate Planner with TD Wealth, Georgia brings 28 years of experience to estate planning and tax matters. Prior to joining TD Wealth in 2017 Georgia practiced tax, estate planning and estate administration as well as family law in central Ontario. Georgia is certified by the Law Society of Ontario as a specialist in Taxation Law and in Estates and Trusts Law. She teaches Income Tax at the university and professional level and is a frequent speaker for various organizations on topics ranging from estates, trusts, family and tax law. Georgia has also appeared on BNN Money Talks.
Simcoe Money Management Series: The Barrie Public Library has partnered with eight local libraries (Clearview, Collingwood, Innisfil ideaLab, Midland, New Tecumseth, Ramara, Tay Township, and Wasaga Beach) to offer a 2022 financial and legal talk series.
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If you are unable to attend, we ask that you cancel your registration or email askus@barrielibrary.ca
Questions? Please call 705-728-1010 or email askus@barrielibrary.ca
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Our Painswick Branch is located in the south end of Barrie, near the corner of Big Bay Point Road and Yonge Street. The building and facilities are fully accessible. Enjoy the bright and sunny reading lounge, use our complimentary wifi, experiment with technology and maker tools, or book a room for your next event.
