Update on Planning for a Disabled Beneficiary
Presented by the CBA Alberta Wills & Trusts (South) Section
Join us for an important update on disability planning and estate administration in Alberta.
This Section meeting will provide estate practitioners with practical guidance on recent legislative and administrative developments affecting disabled beneficiaries and their families.
Topics will include:
• The new Alberta Disability Assistance Program (ADAP) effective July 1, 2026
• Changes to the Disability Tax Credit (DTC) application process
• Updates to the Canada Disability Benefit (CDB) program
• Planning opportunities with the Adult Guardianship and Trusteeship Act (AGTA)
• Beneficiary designations: tips and traps
As disability-related programs continue to evolve, practitioners must remain current on the implications for estate planning, trust administration, beneficiary distributions, and fiduciary decision-making. This presentation will offer practical insights and highlight key considerations for advising clients effectively in this changing landscape.
We hope you can join us for this timely and informative discussion.
PRESENTERS
Gordon VanderLeek, (Founder & Managing Lawyer, VanderLeek Law)
Michaela Summers, (Associate Lawyer, VanderLeek Law)
MEETING DETAILS
| Date: |
Tuesday, June 9, 2026 |
| Time: |
12:00 Noon (MT) |
| Location: |
Zoom |
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.
