Update on Planning for a Disabled Beneficiary
Presented by the CBA Alberta Wills & Trusts (South) Section
On Demand. Originally presented on Jun. 9, 2026.
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)
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