When clients have a family member with a disability, standard estate planning advice can inadvertently jeopardize benefits or leave vulnerable beneficiaries without proper support. This session covers the essentials for Alberta scraped - AISH eligibility, Henson Trusts, exempt assets, and guardianship under the AGTA - so you can spot issues and collaborate effectively across disciplines.
Location: Highlands Golf Clubhouse
5:00 PM - Drinks and Socializing
6:00 PM - Dinner
6:45 PM - Guest Speakers- Maya Gordon TEP & Mark Mertens B. Comm, CPA, CFA