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Unraveling the Nuances of ABLE Accounts

Contains material from Apr 2024

Unraveling the Nuances of ABLE Accounts
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Learn how to creatively use ABLE accounts through real world examples alongside SNTs. Explore the nuances of ABLE accounts, the changes coming, how to use an ABLE account to enhance quality of life and encourage saving, while protecting benefits.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50
  • Credit Info
  • TX, CA, PA
  • TX MCLE credit expires: 4/30/2025

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1. Unraveling the Nuances of ABLE Accounts with Real-Life Examples (Apr 2024)

Ashley Melero, Peter J. Wall

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Session 1 —30 mins
0.50
Unraveling the Nuances of ABLE Accounts with Real-Life Examples (Apr 2024)

Learn how to creatively use ABLE accounts through real world examples alongside SNTs. Explore the nuances of ABLE accounts, the changes coming, how to use an ABLE account to enhance quality of life and encourage saving, while protecting benefits.

Originally presented: Feb 2024 Special Needs Trusts

Ashley Melero, The Arc of Texas - Austin, TX
Peter J. Wall, True Link Financial - Denver, CO