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Family Caregivers Unite!

Family Caregivers Unite!

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November 29th 2011: Special Needs Planning for Family Caregivers

Fred Ryall, of Bearing Capital Partners, specializes in estate planning for business owners, professionals, executives and more specifically families who have special needs children. Craig Ross is Associate, Wills, Estates and Trusts, with the law firm, Pallett Valo LLP, whose practice includes advising disabled beneficiaries and guardians for personal care. They tell us how their interest arose in special-needs planning for family caregivers. The say what is meant by special needs planning, and when family caregivers should consider getting legal advice. They talk about the planning challenge

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Fred C. Ryall

Fred C. Ryall, CHS, an estate practitioner for 35 years, for the past 10 years has worked with families with special-needs children. He’s a 35-year member of Advocis, The Financial Advisors Association of Canada, the oldest and largest voluntary professional membership association of financial advisors and planners in Canada, of which he’s been a local board member and president. He’s a member of the Estate Planning Council of Mississauga. He’s presented to non-profit organizations concerned with cystic fibrosis, Down syndrome, multiple sclerosis, Alzheimer’s disease, and autism, and also to the Dufferin Peel School Board. He’s given many interviews and been featured by the Forum Magazine’s
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Craig Ross

Craig Ross is Associate, Wills, Estates and Trusts, with the law firm, Pallett Valo LLP, of Mississauga, Ontario, Canada. He received his Honours BA from the University of Toronto in 2002 and his LLB from Osgoode Hall in 2005. Called to the bar in 2006, he’s practised exclusively in Wills, Estates and Trusts. His practice includes complicated estate planning for business owners, U.S. citizens, international Wills, and disabled beneficiaries; use of trusts in various ways to achieve estate protection and income tax savings; and representing and advising attorneys and guardians for personal care. He’s a founding member and director of the Estate Planning Council of Mississauga and a director o
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