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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
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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
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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
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61 mins
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28 pgs
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