eCourse
ABLE: Updates and Ways You Should and Should Not Use It
Contains material from Feb 2018
ABLE: Updates and Ways You Should and Should Not Use It
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Session 1: ABLE Act Update - An update on the ABLE Act, with strategies about how to use this new tool to enhance your practice including case studies to illustrate how to use ABLE Accounts, as well as how to educate your clients and community.
Session 2: Ways You Should and Shouldn’t Use ABLE - The ABLE Act is a new tool that opens up new possibilities and challenges in providing quality of life for persons with disabilities. Examine the practical do’s and don’ts, from the viewpoint of a trustee of a special needs trust, that will assist planners in meeting their clients objectives.
Session 2: Ways You Should and Shouldn’t Use ABLE - The ABLE Act is a new tool that opens up new possibilities and challenges in providing quality of life for persons with disabilities. Examine the practical do’s and don’ts, from the viewpoint of a trustee of a special needs trust, that will assist planners in meeting their clients objectives.
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1.
ABLE Act Update (Feb 2018)
Stephen W. Dale
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Session 1
—45 mins
ABLE Act Update (Feb 2018)
An update on the ABLE Act, with strategies about how to use this new tool to enhance your practice including case studies to illustrate how to use ABLE Accounts, as well as how to educate your clients and community.
Originally presented: Feb 2018 Special Needs Trusts
Stephen W. Dale,
The Dale Law Firm, PC - Pacheco, CA
Show session details
2.
Ways You Should and Shouldn’t Use ABLE (Feb 2018)
Stephen W. Dale, Haley D. Greer, Nancy Sosa
0.75
0.00
0.00
Preview Materials
Download session materials for offline use
Session 2
—41 mins
Ways You Should and Shouldn’t Use ABLE (Feb 2018)
The ABLE Act is a new tool that opens up new possibilities and challenges in providing quality of life for persons with disabilities. Examine the practical do’s and don’ts, from the viewpoint of a trustee of a special needs trust, that will assist planners in meeting their clients objectives.
Originally presented: Feb 2018 Special Needs Trusts
Stephen W. Dale,
The Dale Law Firm, PC - Pacheco, CA
Haley D. Greer,
The Arc of Texas - Austin, TX
Nancy Sosa,
Cadence Bank - Austin, TX