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ABLE Accounts: Practical Applications

Contains material from Feb 2017

ABLE Accounts: Practical Applications
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ABLE Accounts are now available across the country. Through a series of case studies, review the advantages of this new tool and how it can work with a special needs trust, and learn how to use this new tool to better serve the beneficiary and enhance the special needs trust practice. Plus, explore how to partner with disability organizations and provide education in their communities about both ABLE Accounts and special needs trusts.

Includes: Audio Paper Slides


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1. ABLE: Practical Applications (Feb 2017)

Stephen W. Dale

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(mp3)
29 mins
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(pdf)
31 pgs
Session 1 —29 mins
ABLE: Practical Applications (Feb 2017)

ABLE Accounts are now available across the country. Through a series of case studies, review the advantages of this new tool and how it can work with a special needs trust, and learn how to use this new tool to better serve the beneficiary and enhance the special needs trust practice. Plus, explore how to partner with disability organizations and provide education in their communities about both ABLE Accounts and special needs trusts. 

Originally presented: Feb 2017 Special Needs Trusts

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA