2023

Working Together: Texas ABLE Accounts and Special Needs Trusts

STUDIO WEBCAST Feb 16, 2023
Conference Concluded

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Now available in eCourse format

How the Texas ABLE® Program Works with a Special Needs Trust
1.00 hr
(Contains material from Mar 2023)
Answer Bar: Considering a Special Needs Trust
8.25 hrs | 1.00 hr ethics
(Contains material from Apr 2021 to Apr 2023)

Overview

1:00 p.m. to 2:00 p.m. (1.00 hr)
Working Together: Texas ABLE Accounts and Special Needs Trusts

Learn about the tax-advantaged Texas Achieving a Better Life Experience Program (Texas ABLE®), a disability savings program created specifically for Texans with qualifying disabilities. This session covers specifics about Texas ABLE and how it can be used in conjunction with Special Needs Trusts, while helping to preserve state and federal means-tested benefits, including SSI and Medicaid. Learn how recent regulatory and legislative developments have continued to expand the flexibility and impact of ABLE accounts.

Linda Fernandez, Texas Comptroller of Public Accounts - Austin, TX
Anna Mallett, Texas Comptroller of Public Accounts – Austin, TX
Rob Percival, Orion Advisor Solutions - Omaha, NE

If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

Event Schedule

Program is subject to change.
All times are Central Time Zone.

Time

Credit

Subject

Speaker
Thursday Morning, Feb. 16, 2023
1:00 pm

1.00 hr

Working Together: Texas ABLE Accounts and Special Needs Trusts

Learn about the tax-advantaged Texas Achieving a Better Life Experience Program (Texas ABLE®), a disability savings program created specifically for Texans with qualifying disabilities. This session covers specifics about Texas ABLE and how it can be used in conjunction with Special Needs Trusts, while helping to preserve state and federal means-tested benefits, including SSI and Medicaid. Learn how recent regulatory and legislative developments have continued to expand the flexibility and impact of ABLE accounts.

Moderator:
Linda Fernandez, Texas Comptroller of Public Accounts - Austin, TX
Panelists:
Anna Mallett, Texas Comptroller of Public Accounts - Austin
Rob Percival, Orion Advisor Solutions - Omaha, NE
2:00 pm

Presentation Concludes

Download Schedule

Conference Faculty

Linda Fernandez

Texas Comptroller of Public Accounts
Austin, TX

Anna Mallett

Texas Comptroller of Public Accounts
Austin

Rob Percival

Orion Advisor Solutions
Omaha, NE

Credit Info

STUDIO WEBCAST

MCLE Credit

Texas – 1.00 hr

UT Law CLE will report credit to the State Bar of Texas on your behalf. If you are claiming credit in the last week of your birth month, self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Completion will be emailed to you upon claiming credit.

California – 1.00 hr

Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. Print and keep the Certificate of Completion for your records. A Certificate of Completion will be emailed to you upon claiming credit.

Other States – 1.00 hr

Note on Self-Reporting Your Credits in Another State

If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

TX Accounting CPE – 1.50 hrs

The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and are presumptively approved by the Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

Key Dates

STUDIO WEBCAST – Feb 16, 2023

Conference Concluded

Buy

STUDIO WEBCAST

Individual
Last day for cancellation (full refund): Feb 10, 2023

$0 processing fee applied after this date

Last day for cancellation: Feb 13, 2023