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

Planning to Keep the Farm in the Family

06.30.2018 Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

Keeping the land in the family for future generations can be the greatest challenge ranching families face. Discover how building effective succession steps can help.

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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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