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Webinar: ABLE Accounts and Special Need Trusts
September 12, 2023 @ 10:00 am - 11:30 am
FREE Webinar: Learn more about “ABLE Accounts and Special Needs Trusts
Date: Tuesday, September 12th
Time: 10:00am to 11:30am
Did you know?
When planning for the future, both an ABLE account and a Special Needs Trust can both be used to allow for the accumulation of funds beyond the $2,000 asset limit without jeopardizing federal and means tested benefits.
People with disabilities and their families often find that they need multiple planning tools, such as a Special Needs Trust, as the standard annual contribution limit to the ABLE account is currently $17,000 per year. For contributions over $17,000, such as money received from settlements and inheritances, can be accommodated in a Special Needs Trust.
Register for this FREE webinar here to learn more about how ABLE accounts and Special Needs Trusts can be used as companion tools.