TRUST & ESTATE SERVICES

The Shared Concern for Children with Disabilities

Creating a secure financial future for a child with disabilities is a priority for many people ...

04.30.2018 - Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

Estate Planning: The Shared Concern for Children with Disabilities

Last month’s news story announcing the Alberta government’s plan to eliminate an onerous rule—automatically disqualifying a disabled person from receiving Assured Income for the Severely Handicapped benefits if that person is a trust beneficiary—may not have been “big” news to a lot of people. For Alberta families facing the restriction unique to that province, it was an important and hopeful day.

After all, trusts have long been a worthwhile option, helping parents or family members ensure income security for children/grandchildren with disabilities. Across this country, approximately one in seven people have some form of disability, such as a long-term or recurring physical, mental, sensory, psychiatric or learning challenge or impairment.

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Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

TRUST & ESTATE SERVICES

When Caring Crosses the Line

01.30.2018 Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

Issues, like undue influence in writing a will, are concerning for both benefactor and beneficiaries...

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