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Estate Planning for Children with Disabilities

Simcoe Money Management Series

Having a child or family member with a disability creates unique challenges for estate and tax planning.

Register to Attend Online - Click on Register Button.

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 protect their disabled child if they are no longer able to.? 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 ODSP entitlements while still providing for the person with disabilities? Trusts, RDSPs and other planning options.

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 administration law 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 Faculty of Law, University of Windsor and is a frequent speaker on topics ranging from estates and trusts law and technical tax issues to family law for various organizations as well as 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.

Video Conference Programs:  

Allows you to enjoy real-time video chat with library staff and other registered participants. When joining, you have the option to connect with audio only, but it is encouraged to allow audio and video to get the most out of the program. Please note that you will be sent an email with the Zoom conference link prior to the start of the program. You will need this link to join the program.

We ask that all participants conduct themselves respectfully, and adhere to the Patron Conduct Policy.

If you have any questions or require technical assistance please call 705-728-1010 or email askus@barrielibrary.ca  

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