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ARTICLE · 25 SEPTEMBER 2018

Highlights of Recent Developments in Estates and Trusts

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Highlights of Recent Developments in Estates and Trusts

CanadaFamily and Matrimonial
Lindsay Ann Histrop
Lindsay Ann Histrop
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Ontario Disability Support Program (ODSP)

  • Ontario Disability Support Program Act, Income Support
  • Purpose is to help people with disabilities who are in financial need pay for basic living expenses
  • To be eligible, person must be:
  • at least 18 years old,
  • an Ontario resident,
  • meet the program's definition of a person with a disability or be a member of a Prescribed Class, and
  • Meet severe income and asset limit requirements

ODSP –April 18, 2018 Proposed Amendments

  • Ontario Regulation 281/18 to amend O. Reg. 222/98
  • The original amendments would have changed:
  • Investments in RRSP and TFSA accounts would be exempt from asset limit
  • The $10,000 limit on gifts in any 12‐month period would be removed, allowing unlimited gifts and distributions from an estate or trust without affecting income limit

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