How the Texas ABLE® Program Works with a Special Needs Trust
Contains material from Mar 2023
Informative, thank you!
Includes: Video Slides
- Total Credit Hours:
- Credit Info
- TX, CA
- TX MCLE credit expires: 3/31/2024
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Linda Fernandez, Anna Mallett, Rob Percival
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
Texas Comptroller of Public Accounts - Austin, TX
Anna Mallett, Texas Comptroller of Public Accounts - Austin
Rob Percival, Orion Advisor Solutions - Omaha, NE