Role of the Trustee and Disability Trusts
This webinar has been recorded and divided into short videos available to everyone.
Videos include:
- Introduction into the Role of the Trustee and Disability Trusts
- What is a trust?
- Trust Vehicles
- Elements of a Trust: Discretionary vs Non Discretionary
- Understanding How Trusts Work in Relation to the Ministry
- Choosing a Trustee
- Trustees Fees and Expenses
- Role of the Trustee and Disability Trusts
- Accounting for Beneficiary
- Filing Tax Returns
- QDT Planning Implications
- QDT Qualification
- Making the Trust Work
- Qualified Disability Trust
- General Duties in the Administration of a Trust
- Access to Funds
- Permitted Expenditures from a Trust
- Final Words of Advice
Speaker
Ken Kramer is the founder of KMK Law Corporation. His practice includes estate planning, administration, litigation and mediation. On this session Ken shares his extensive knowledge on topics such as preparing a will and trust planning for people with disabilities..
