The "Special Needs" Planning Group is an organization that is made up entirely of parents of people with disabilities. We feel that this is important since we believe that no one can simply read a book and truly understand the feelings and concerns that parents have with respect to the needs of their sons or daughters with disabilities. We are experienced, knowledgeable professionals who understand the issues because we are living those issues. We are not experimenting with your family member’s situation. We use a team approach to planning using Planners, Lawyers and Accountants, all of whom are specialists in planning for people with disabilities and we provide solutions which include much more than just a will and a trust account.
Graeme Treeby is the parent of 3 children, the youngest of whom is named Jenny. Jenny has Cerebral Palsy, Developmental Delay, PDD and a number of other issues. In 1990, he and his wife first entered into the realm of planning for people with disabilities when they attempted to plan for Jenny's financial future. It was at that point when they came to realize that there were a multitude of questions, but few answers. Over the next several years, he and his wife researched the issues and ultimately discovered that there were affordable planning tools and techniques which would allow them to provide for Jenny's long term needs. It seemed logical for Graeme to permanently give up his Accounting Career to share this information with other families throughout the province of Ontario. Since 1993, that is exactly what he has done. In 1997 he founded The "Special Needs" Planning Group. Through this organization, he has concentrated his efforts on sharing information with families in Ontario regarding the funding of Discretionary (Henson) Trusts, acquiring government benefits today and providing a decent quality of life for our sons and daughters with disabilities in the future. As a Life Insurance Broker, he has never had to charge a fee for his services so the information he shares is accessible to everyone no matter what their financial situation. Those who have worked with Graeme have achieved the peace of mind of knowing that their son's or daughter's quality of life will continue to be enhanced for their entire lifetime.
Graeme's other interests have included past service on the Board of Directors of Community Living York South, and serving on various committees within that organization.
He also spent 14 years as a disability/financial consultant with the Ontario Federation for Cerebral Palsy. As part of his work with the OFCP, he wrote a book entitled Removing the Mystery - An Estate Planning Guide for Families of People With Disabilities. It can be purchased on C D or in paper format for a nominal amount from the OFCP. His Henson Trust Trustee Manual is also available from the Ontario Federation for Cerebral Palsy. Both books are available on line at www.ofcp.ca
The Special Needs Planning Group is a One-of-a-Kind organization which has been serving the Special Needs Community in Ontario for over two decades. What makes us a cut above the rest?
Our Mission Is to Help Create Peace of Mind for Families of People with Disabilities.
Please e-mail us:
The "Special Needs" Planning Group
70 Ivy Crescent,
Two publications written by Graeme Treeby are Removing the Mystery: An Estate Planning Guide for Families of People With a Disability and Trustee Reference Manual - A Guide for Trustees of a Henson Trust.