Planning for Disabled Beneficiaries: AISH, RDSPs, DTC and Other Supports
Presented by the CBA Alberta Elder Law South Section
As more seniors live with disabilities or care for aging spouses and peers, understanding the financial and legal tools available becomes increasingly important. This session focuses on how elder law practitioners can effectively support older adults in navigating government programs and disability-related planning.
What You’ll Learn:
- AISH, When It Applies—and When It Doesn’t. A brief overview of Alberta’s AISH program and its limitations for clients approaching or over age 65.
- Disability Tax Credit (DTC): A Key to Unlocking Support. Learn how the DTC opens access to a range of benefits, and why it remains relevant well into retirement.
- RDSPs and Older Beneficiaries: Understand how RDSPs can still play a role later in life — and the legal considerations involved.
- Beyond the Basics: Legal Planning Strategies. Tools such as trusts, capacity planning, and coordinating with health and income supports.
- Case Studies and Practical Insights: Real-world examples focusing on seniors with disabilities and the role of legal advisors.
SPEAKER
Gordon VanderLeek (Founder and Managing Lawyer, VanderLeek Law)
MEETING DETAILS
| Date: |
Thursday, June 12, 2025 |
| Time: |
12:00 Noon (MT) |
| Location: |
Zoom |
CONTINUING PROFESSIONAL DEVELOPMENT
Meeting your annual CPD requirements is easy with CBA Alberta’s Sections. Learn more about how to include this Section meeting in the annual CPD Plan that you submit to the Law Society of Alberta.
MEETING PRICE
Full Subscribers: No charge | Webcast subscribers: No charge | On-Demand Subscribers: $15.00 | Non-Section Subscribers: $15.00 | CBA Law Student Members: No charge
Payment can be made online via Mastercard or Visa or by cheque (GST #R100760487)
Participant Disclaimer
All materials related to this event are for the sole use of the registrant, and may not be copied, reproduced, uploaded, posted, publicly displayed, translated, distributed, shared, modified, made available on a network or other website, used to create derivative works or transmitted in any form or by any means whatsoever without the prior express written permission of the Canadian Bar Association.
Cancellations made no later than 48 hours prior to the event are eligible for a refund. On-demand or non-subscribers who confirm and do not attend will still be charged the registration fee. Section subscriptions are non-transferrable, nor are substitutions permitted at meetings. You must be a current national CBA member to attend.
