36 episodes

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.

Henson Trusts & Disability Estate Planning with Ken Pope Ken Pope

    • Education
    • 5.0 • 5 Ratings

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.

    June 2021 Q&A Webinar #2

    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 address

    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 

    • 1 hr 14 min
    June 2021 Q&A Webinar #1

    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 address

    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 

    • 1 hr 7 min
    ROUND 2: Disability Estate Planning Webinar for Facebook Group One More Thing

    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 explained

    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 

    • 1 hr 1 min
    Special Needs and Disability Estate Planning Webinar for Facebook Group One More Thing

    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 explained

    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 

    • 1 hr 15 min
    Disability Resources and Estate Planning Webinar

    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 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 

    • 1 hr 25 min
    RESPs, RDSPs and OSAP - Flexibility, Bursaries & Accommodations for People with Special Needs

    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 learning

    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 

    • 1 hr 13 min

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