AISH Planning and Tax Issues (On-Demand)

SKU: OC-62248-11

Assisting individuals and family members who have children that qualify for the Assured Income for the Severely Handicapped (AISH) program can be a rewarding but infrequent aspect of an estate planners’ general practice. With the Alberta government’s recent passing of legislation to once again allow Henson trusts, the possible planning and options to be considered for clients that qualify for AISH must be reviewed in greater detail.

This presentation provides a general overview of the current AISH legislation, followed by a discussion of a number of planning options and income tax issues to be considered in a variety of circumstances.

This on-demand program was originally presented as an in-person session on May 1, 2022, as part of LESA’s Refresher 2022: Wills and Estates. Total running time is 49 minutes.

You may also be interested in other presentations from LESA’s Refresher 2022: Wills and Estates. Click here for the full list of presentations.

A firm broadcast license allows firms or organizations to purchase an on-demand program for viewing as a group at a significantly discounted per person fee. Firm broadcast licenses are purchased by a facilitator who will receive access and is granted permission to broadcast the on-demand program for the pre-selected number of viewers. The facilitator may download and distribute program materials to viewers. The on-demand program must be viewed by all viewers in the same location and at the same time. Access to the on-demand program (recording(s) and materials) will be available on the facilitator’s LESA.org account for one month after purchase.  

For payment, cancellation, transfer, group discount, and firm broadcast policies, click here.

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