Providing for a Lifetime

TRUSTS

April 2020

Audrey Veltri, IG Wealth Management & Amanda L.C. Bruni, Bruni Law

The spring of 2018 saw the passing of “An Act to Strengthen Financial Security for Persons with Disabilities” or more commonly referred to as ‘Bill 5’ or’ The Henson Trust Bill’. (This amended the Assured Income for the Severely Handicapped Act and Regulations.)
The amended legislation is now well underway and offers Albertans more confidence and the ability to plan without the fear of negatively impacting your loved one’s future eligibility for social assistance programs, such as AISH.