Author Archive for: Ken Kramer

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Entries by Ken Kramer

Planned Giving – Leaving Your Legacy

July 8, 2019 Having a Will also enables you to make a contribution to a charity or non-profit organization that you or a family member may have a particularly strong association with. The decision to plan a gift for tomorrow will also bring you benefits today. By creating your own legacy, you can take some […]

Alter Ego and Joint Spousal Trusts – 65 and Over

July 3, 2019 Recent changes to the Income Tax Act over the past year now permit individuals at least 65  years of age to develop Alter Ego Trusts and Joint Spousal Trusts. For some, this may be an attractive estate planning vehicle and can serve as an alternative to a Will. Similar to an Alter […]

Trust’s and the Disability Benefits Program Act

June 28, 2019 I’d like to discuss the interrelationship between the estate planning tool of a “trust” and the Disability Benefits Program Act (“DBA”). For those disabled individuals having an entitlement to such benefits under the DBA, a trust may be the most effective legal tool available to enable such individuals’ to continue receiving such […]

S.A. v. Metro Vancouver Housing Corp. Case Comment

  March 19, 2019 Supreme Court of Canada considers Henson Trusts in S.A. v. Metro Vancouver Housing Corp. Canada’s top court reviews the concept of Henson Trusts for the first time in a case involving a B.C. woman with disabilities. What are Henson (discretionary) Trusts?  Henson Trusts are a common way for people to plan […]

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