LIFETRUST INSTITUTE OF CANADA
A synopsis of our Seminars and Workshops
LifeTIME SECURITY PLANNING Seminar
This one and a half hour seminar is designed to educate parents and relatives of a person with a disability on the future life planning process.
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You will learn about government benefits and regulations and how they affect people with disabilities.
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Income tax credits and exemptions, Disability Tax credit.
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How you can utilize government benefits to enhance your child’s future lifestyle,
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how to cost out your child’s future supplemental needs.
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How to develop a lifestyle plan, a lifetime financial needs plan, will planning, trusts and their use and the Discretionary Trust, legal empowerment and much more.
Who should attend.
Parents, guardians, relatives, professionals and support workers will find this seminar an invaluable resource.
Click here to arrange a seminar for your
group
LifeTIME SECURITY PLANNING Workshop
This one day workshop goes from 9.30 to 3.30 with refreshments and a working lunch. A LifeTRUST security plan is the cornerstone to a properly executed life, financial and legal plan. The workshop includes the Lifetime Security, Planning kit. Once the worksheets are completed the parent(s) will be able to confidently meet with a lawyer and have the proper wills, powers of attorney and trusts drawn up.
Who should attend. Parents, guardians and relatives who need to have a formal LifeTRUST Plan completed for the person with a disability
THE FOUR CORNERSTONES OF A LifeTIME SECURITY PLAN
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Government Benefits, disability related Tax Credits and Deductions;
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Lifetime Lifestyle needs
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Lifetime Financial needs
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Lifetime legal directives, Wills, Trusts and Estate Planning considerations
This seminar has been especially designed for financial advisors . Attendees will learn about the special financial and estate planning techniques necessary to develop a future life plan for people with a disability, without affecting their entitlement to government benefits. Topics include government benefits and services, government regulations, Disability tax credits, deductions and exemptions, lifetime lifestyle planning, the costs of supplemental services, specialized lifetime financial needs planning, Canada Revenue Agency rules on the rollover of registered funds and pensions, LifeTRUST the Living Legacy, the use of discretionary trusts, how to select a trustee and guardian and supplementary needs trusts. Actual case studies are used to analyze the financial and estate planning process.
For dates and details of a seminar/workshop location near you CLICK HERE
To book a seminar for your parent group, association or professional group
CONTACT US
or call 1 800 638-7256 for details.
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