The Ken Pope Approach consists of three steps:
- Personal Assessment
- Setting up the Henson Trust
- Ongoing Service
Personal Assessment
Ken will meet with you, either online or in person, to discuss your situation. He will explain the function of the Henson Trust and discuss options regarding appointment of Trustees of the Henson Trust. Ken's multitude of experience and gentle approach will set you at ease when dealing with the delicate issue you face. During this assessment period, Ken will address any concerns or questions you may have, until you are comfortable to move forward.
Setting up the Henson Trust
When you are ready to move forward, the next step in providing for your child with special needs is to set up a Henson Trust. Having this Trust set up for your child will ensure that once you (and your spouse, if applicable) are gone, your child will receive the inheritance and will also continue to receive ODSP payments. Without the Henson Trust, this is not possible.
Ongoing Service
Once you have decided to set up a Henson Trust, Ken will continue to pay close attention to your needs and should the legislation change and ultimately affect your case, Ken will let you know immediately that your case needs to be updated and take the necessary steps, with your child in mind, to ensure your Will or Trust remain valid.
As one of Ken's clients, anytime you have a question regarding your Will or the Henson Trust, you are welcome to call the toll free number at 1-866-536-7673 or the direct line at 613-567-9724 and your questions will be answered without any further charge.
