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National Teleconference on Special Needs Trusts vs. ABLE Accounts

Attorney Keenan will be the sole speaker for a nationally-broadcast teleconference titled “Special Needs Trusts vs. ABLE Accounts: Weighing the Pros and Cons”. The webinar is presented by the National Business Institute and the intended audience is attorneys, accountants, paralegals and other professionals. The agenda will cover the following topics:

  • Who qualifies as a beneficiary?

  • ABLE Account vs. Special Needs Trust creation & structure issues: Who can set one up?

  • Limits on contributions and total maximum amount for ABLE accounts.

  • Account management challenges.

  • Qualified and non-qualified expenses.

  • Tax hurdles.

  • Interstate moves: which is more flexible?

  • Medicaid recovery rights comparison.

Click here for more details and to register.