eCourse
How the Texas ABLE® Program Works with a Special Needs Trust
Contains material from Mar 2023
How the Texas ABLE® Program Works with a Special Needs Trust
3.68 out of 5 stars
What was the overall quality of the course (presentation, materials, and technical delivery)?
Rate the overall teaching effectiveness and presentation skills of faculty for the course.
How would you rate the value of the materials provided as part of the course?
Informative, thank you!
Technical Questions?
512.475.6700
service@utcle.org
Learn about the tax-advantaged Texas Achieving a Better Life Experience (Texas ABLE) Program. A savings program created just for Texans with disabilities. This session covers the basics of Texas ABLE and highlights how an ABLE account can be used in conjunction with a Special Needs Trust (SNT) to help Texans with disabilities save and plan for the future and keep certain public benefits.
Includes: Video Slides
- Total Credit Hours:
- 1.00
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2025
Preview mode.
You must be signed in, have purchased this eCourse,
and the eCourse must be active
to have full access.
Preview Sessions
Credit
Show session details
1.
How the Texas ABLE® Program Works with a Special Needs Trust (Mar 2023)
Linda Fernandez, Anna Mallett, Rob Percival
1.00
0.00
0.00
1.00
Preview Materials
Download session materials for offline use
Session 1
—61 mins
1.00
How the Texas ABLE® Program Works with a Special Needs Trust (Mar 2023)
Learn about the tax-advantaged Texas Achieving a Better Life Experience (Texas ABLE) Program. A savings program created just for Texans with disabilities. This session covers the basics of Texas ABLE and highlights how an ABLE account can be used in conjunction with a Special Needs Trust (SNT) to help Texans with disabilities save and plan for the future and keep certain public benefits.
Originally presented: Feb 2023 Working Together: Texas ABLE Accounts and Special Needs Trusts
Linda Fernandez,
Texas Comptroller of Public Accounts - Austin, TX
Anna Mallett,
Texas Comptroller of Public Accounts - Austin
Rob Percival,
Orion Advisor Solutions - Omaha, NE