life Trust Planning

Description

Here are some links to various organizations that LifeTRUST Planning has presented educational seminars and workshops for. There are also links to publications that have featured LifeTRUST on "Future Life Planning". These are just a sample of the hundreds of organizations that LifeTRUST Planning has worked with over the years.

Since 1989 LifeTRUST Planning has helped families prepare a comprehensive future life plan for their family member with a disability and save tax dollars. With more than 45 years of experience in this highly specialized field, they have assisted families in addressing their concerns and helped create million of dollars in trust funds dedicated to the future financial security of their child, without affecting their entitlement to Government benefits and services.put your strategy into a legal plan with wills and a Henson trust agreement to ensure your child’s government benefits are not jeopardize after you've gone.

Dan is the Disability Tax Credit Specialist for LifeTRUST Planning. He has extensive experience working with companies and non-profit organizations helping streamline operations and stay abreast of technical breakthroughs. He is a member of the "Toronto Housing Authority Board". Dan's unique insight into the Disability tax benefits for families and people with a disability has helped them recover taxes they never should have paid. Families have recovered $15,000, $20,000 or more in back taxes.

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