Audio and Video 2020 What Will Happen When Im Gone Special Needs Trusts ABLE Accounts 250x343 1 » uTralist

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Category: Personal Development Tags: Tags: 2020 What Will Happen When I'm Gone?: Special Needs Trusts & ABLE Accounts, The Missouribar, The Missouribar - 2020 What Will Happen When I'm Gone?: Special Needs Trusts & ABLE Accounts

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Practice Area:: Trusts, Estate Planning & Probate
Format:: Audio and Video

Description

Both the Special Needs Trust and the ABLE Account are financial planning tools intended to work the same way – to give individuals with disabilities the ability to save without losing their public benefit eligibility. The personal financial situation of the individual – and the specific circumstances – will determine which option is the most beneficial or if the answer is BOTH!

Learn about the three types of special needs trusts
First Party Special Needs Trusts
Third Party Special Needs Trusts
Pooled Special Needs Trusts
Learn about ABLE Accounts
Compare Special Needs Trusts and ABLE Accounts

Speaker: Kathy Birkes, Midwest Special Needs Trust, Columbia

Self-study does not qualify for Kansas credit.

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