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Courses/Insurance/Accident & Sickness Insurance

Financial & Estate Planning for Clients with Special Needs

Comprehensive strategies for securing the financial future of individuals with special needs while navigating complex legal and governmental systems.

Created byPro Seminars
BeginnerUpdated Mar 9, 2025
Financial & Estate Planning for Clients with Special Needs

What You'll Learn

check_circleUnderstand the fundamentals of special needs financial planning
check_circleNavigate government benefits and tax credits for individuals with disabilities
check_circleImplement effective trust strategies for special needs beneficiaries
check_circleUtilize insurance products in special needs planning
check_circleApply legal considerations in estate planning for special needs families
check_circleDevelop strategies to balance the needs of all family members in special needs planning

About This Course

This course provides in-depth knowledge on financial and estate planning for families with special needs members. It covers essential topics including trusts, government benefits, tax credits, and insurance strategies. Key areas include ODSP, Henson Trusts, and RDSPs; legal considerations and estate administration; balancing family needs. Designed for financial advisors, lawyers, and families seeking to ensure long-term financial security and quality of life for individuals with disabilities.

Your Instructor

Pro Seminars
Pro Seminars

We will continue to provide high quality education, training and materials at the lowest price possible in Canada

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star237 reviews

Pro-Seminars was started by Tom Miller and Alex Nicholson in 1998. Sadly, Tom passed away in 2020, but the legacy he created continues today with Alex and Tom’s son-in-law, Adam Wyrcimaga, carrying it forward. Pro-Seminars is an all-Canadian company based in beautiful Beamsville, Ontario. It is a leader in its field, specializing in continuing education and training designed specifically for Insurance and Financial Services Professionals. Since 1998, Pro-Seminars has presented in cooperation with many Financial Services companies across Canada, offering convenient, comfortable, and high-quality professional development through Continuing Education Conferences, webinars, 47+ self-study courses, and a wide range of training programs. These courses and seminars are conducted across Canada, as well as through a National Conference held annually. Pro-Seminars utilizes many seasoned, experienced, and professional educators and trainers from financial services and insurance companies, all committed to maintaining the highest educational and ethical standards to best serve their clients and prospects. Continuing Education Credits earned by using any Pro-Seminars service are valid across Canada, regardless of where the credits were attained, through the many provincial reciprocal agreements in place. Alex Nicholson / Co-President E: alex@pro-seminars.com, Adam L. Wyrcimaga / Co-President E: adam@pro-seminars.com

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Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.