Special Needs Trusts and ABLE Accounts – Caitlin Andrews
- Category:
- SSI | Special Needs Trust
- Faculty:
- Caitlin Andrews, McAndrews, Mehalick, Connolly, Hulse and Ryan P.C.
- Course Levels:
- All Skill Levels
- Duration:
- 1 Hour
- Format:
- Audio and Video
Description
On far too many occasions, our clients receive funds from various sources (personal injury settlements, inheritances, lottery winnings) that threaten their eligibility for SSI. Special Needs Trusts and ABLE Accounts are two mechanisms that can avoid these problems. In this session, we will cover the basics of both of these options as a means of preserving SSI for vulnerable clients.
Handouts
| SNT PDF (2.19 MB) | Available after Purchase | ||
| SNT Guide for Families (0.16 MB) | Available after Purchase | ||
| Special Needs Planning (0.04 MB) | Available after Purchase | ||
| ABLE Act (0.04 MB) | Available after Purchase |
Faculty
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