Are any of your beneficiaries disabled?
Do they qualify for government benefits through the Ontario Disability Support Program?
Will they qualify for these benefits in the future?
Many people don’t realize that gifts given either inside or outside of a will can disentitle the beneficiary from these benefits. There are various trusts, including a Henson Trust that can be used, in order to ensure that benefits are NOT cut off. There are very specific requirements as to how it is done. If you have disabled beneficiaries, we can prepare this documentation that will assist in ensuring that the gifts will not disentitle the beneficiary from benefits in appropriate circumstances.