The "Special Needs" Planning Group 2024
As parents and family members of people with disabilities, one of our biggest concerns is what will become of them after we are gone or are no longer able to provide care and support. Will their quality of life continue or will it suffer? How can we provide the money for the things that they want and need without disqualifying them from receiving government supports? All too often, we ask the questions but no one can provide the answers. Due to this lack of understanding of the correct solutions to our concerns, Graeme Treeby founded The “Special Needs” Planning Group in 1997. The “Special Needs” Planning Group’s sole purpose is to assist families in the provision of a secure financial future for our loved ones with disabilities.
This Web site is presented to you as a resource which will provide you with some basic information necessary to the understanding and implementation of plans for the future of your family member with a disability. Please sit back and enjoy the experience. You will find many of the answers to your concerns and tips on how to create your own plans. If you have any questions or comments don't hesitate to contact us. We will be only too pleased to answer your questions and share ideas with you on how you too can achieve Peace of Mind with regard to the well being of your family member with a disability. We will even meet with you for a free session to guide you through the process of establishing your own plan. We look forward to hearing from you.
About Us
The "Special Needs" Planning Group is
an organization that is made up of either parents of
people with disabilities or people who have in-depth
knowledge of the planning issues.
ODSP
People with either physical or developmental disabilities in the Province of Ontario may be eligible to receive benefits under the Ontario Disability Support Program (ODSP). The ODSP is administered by the Ministry of Community, Family and Children's Services.
Henson Trust
What is a Trust? In simple terms, a trust is an arrangement whereby the assets of one person (the "Settlor") are transferred to another person or institution (the "Trustee") to be managed for the benefit of another person(s). A trust is not actually a separate legal entity but for the purposes of Canada Revenue Agency, it is a taxpayer and must file an annual Income Tax Return.
Trustee Support
The Special Needs Planning Group’s Trustee Support Program specifically designed to support Trustees of Henson Trusts in their quest to enhance the quality of life of a person with a disability through the Henson Trust. We assist in providing the knowledge necessary for the Trustee to administer and manage the trust in a manner which will ensure that the purchase of quality of life enhancements will not have a negative impact on the ODSP benefits and that to do so will not become a full time job for the Trustees.
RDSP
The RDSP is a savings plan that was introduced by the Federal Government in December 2008. The RDSP is a long term savings plan for people with severe disabilities that will help to enhance their financial well being in the future.
Tools and Techniques
We recognize that each and every family's situation is unique. However, virtually every family can benefit from the use of these techniques. Before entering into the realm of planning for your son or daughter with a disability, you should become familiar with these tools and techniques.
Planning Considerations
In many ways, the Special Needs community is unique. This is true not only in terms of the strength that families develop in dealing with the concerns of having a family member with a disability but also in terms of the planning issues that must be taken into account when preparing for the future.
The Special Needs Plan
For more than two decades, we at the "Special Needs" Planning Group have assisted countless families, lawyers and planning professionals in the preparation of plans that will ensure a decent quality of life for people with disabilities.
Other Useful Information
It seems that every time a representative of the "Special Needs" Planning Group meets with a family to share information, we learn something new. As a result, we have collected a great deal of information that is useful to families with members with a disability.
Home.png){kind=small}
About
Us.png){kind=small}
.png){kind=small}
.png){kind=small}
Trustee Support.png){kind=small}
RDSP.png){kind=small}
Tools
& Techniques.png){kind=small}
Planning Considerations.png){kind=small}
The Special Needs Plan.png){kind=small}
Other Useful Information.png){kind=small}
Tax
Tips.png){kind=small}
Contact Us.png){kind=small}
Disclaimer & Copyright