RDSP's, Trust's and Estate Planning
Plan Institute – RDSP & Disability Planning Helpline
1-844-311-7526
Call the helpline anytime from anywhere in Canada and one of our family experts will answer your questions about the Disability Tax Credit, the Registered Disability Savings Plan, trusts & estate planning, advocacy approaches, government benefit programs, social network building and more.
Disability Planning Helpline – Plan Institute
Guide to opening a RDSP
You need to apply and receive Disability Tax Credit, file last 2 tax years (and continue to file), and check with financial institution.
RDSP Step By Step Guide: To Becoming Eligible, Opening and Managing Your RDSP – RDSP
Ministry Of Social Development and Poverty Reduction – Disability and Trusts Information Booklet
BC Employment and Assistance (BCEA) legislation provides that a person receiving disability assistance may have assets held in a trust, if certain conditions are met. In that case, those assets will not affect their eligibility for assistance. This booklet explains: What a trust is » What the different kinds of trusts are » Who can set up a trust for you » How having a trust affects your disability assistance » How you can use the money in your trust without affecting your disability assistance This booklet is designed to address trusts for people with disabilities receiving disability assistance. However, there are similar provisions for trusts for people receiving income assistance living in special care facilities.
Disability Assistance and Trusts booklet pdf
