Common Questions

I am trying to set up a trust for someone who has a disability

Note: Some changes that took place on December 1, 2015 may affect some of the resources on this page. Please see the Common Question, "How are BC disability benefits changing on December 1, 2015?"

Many people with disabilities find they have extra costs because of their disability. People who have these or other disability-related costs (and their families) may want to create resources to pay for these costs now and in the future.

The resources below explain the different kinds of trusts, who can set one up, and how it may affect disability assistance.

Good starting points include:

  • Disability Assistance and Trusts, from the provincial government, provides overview information about what a trust is, how a trust is set up, and how it can make payments.
  • Trusts for People Receiving the Persons with Disabilities (PWD) Benefit, from Disability Alliance BC, is a factsheet that explains what a trust is, who can set one up, and how they work.
  • Future Planning Tool, from Plan Institute, guides you through the steps of building a personal plan to secure the future for you or anyone with a disability. One of the planning topics is trusts, where you can learn about trusts, Registered Disability Savings Plan (RDSP), Qualified Disability Trust (QDT), and finding professional advice.

Need more help?

  • Plan Institute has workshops on Wills, Trusts & Estates Planning. The setting is a small group where specific individual questions are answered. Each session is co-facilitated by an attorney, along with a PLAN parent. You have to register and pay a fee for this workshop.
  • Advocacy Access Program, from Disability Alliance BC, provides assistance for people with disabilities. They can direct you to community organizations that may provide information about trusts to you.
  • Lawyer Referral Service, from the Canadian Bar Association BC Branch, offers an initial consultation of up to 30 minutes with a lawyer for $25. You may need a lawyer to set up your trust.
  • Find more help near you on Clicklaw HelpMap.

See our related common questions:


Last reviewed December 2017
tags
trusts, trusts for people with disabilities, people with disabilities (PWD)