Plan Institute - Lawyer's Referral List

Thank you for your interest in Plan Institute Lawyer's Referral List. Please take a few moments to tell us about yourself and your experience with disability-related estate planning. A member of our team will be in touch to confirm your submission.

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* 1. Please confirm your contact information

Name *

Company *

Address *

Address 2

City/Town *

Province *

Postal Code *

Country *

Email Address *

Phone Number *

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* 2. In which Provinces/Territories are you eligible to practice law?

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* 3. Please include a link to your website here

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* 4. Approximately what percentage of your practice involves planning for people with disabilities and their families?

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* 5. From your experience, what are some of the key issues and considerations that arise when planning for a person with a disability?

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* 6. What would you tell a prospective client or a client if they asked what they need to consider if they have an inheritor receiving disability benefits and supports?

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* 7. What are some of the strategies that you have used to address the aforementioned issues and challenges?

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* 8. If the trust you create for a beneficiary who receives the provincial disability benefit in BC is rejected by the Ministry of Social Development and Poverty Reduction, what happens to it? What happens to the beneficiary?

Plan Institute - Lawyer's Referral List

Question Title

* 1. Please confirm your contact information

Question Title

* 2. In which Provinces/Territories are you eligible to practice law?

Question Title

* 3. Please include a link to your website here

Question Title

* 4. Approximately what percentage of your practice involves planning for people with disabilities and their families?

Question Title

* 5. From your experience, what are some of the key issues and considerations that arise when planning for a person with a disability?

Question Title

* 6. What would you tell a prospective client or a client if they asked what they need to consider if they have an inheritor receiving disability benefits and supports?

Question Title

* 7. What are some of the strategies that you have used to address the aforementioned issues and challenges?

Question Title

* 8. If the trust you create for a beneficiary who receives the provincial disability benefit in BC is rejected by the Ministry of Social Development and Poverty Reduction, what happens to it? What happens to the beneficiary?

Question Title

* 9. Is there anything you would like to add?