Better Serve Clients with ABLE Accounts and Special Needs Trusts
Presenter:
Stephen W. Dale, Esq. LL.M, The Dale Law Firm, Juliana Crist, Director, STABLE Accounts, and Christopher Rodriguez, Director of Public Policy, National Disability Institute

The POMS on the ABLE Act were recently revised which has clarified a number of issues in using this new tool with a special needs trust. By using this new POMS tool with an ABLE account, you can now offer your clients more options than ever before.

Watch our panel of experts as they discuss how the new POMS allows the special needs trust practitioner to broaden options for many beneficiaries of special needs trusts by tying it to an ABLE Account.

Using a series of scenarios, we cover:
  • How to tie in a SNT with an ABLE account
  • Benefits to ABLE beneficiary
  • How to avoid pitfalls
  • How to avoid the ISM reduction for SSI recipients
  • Partnering with community ABLE programs to enhance your business
In order to get the most out of our program, we suggest reviewing the following recorded course: The Basics of ABLE Act



Recorded: April 2018
Duration: 90 Minutes 

We encourage you to reach out to ElderCounsel if you are seeking new ways of building your elder law practice, developing new referral sources or for educational support.  If you have any questions on how we can partner with you in this regard please schedule a brief consultation, call us at (888) 789-9908, or email us at info@eldercounsel.com.

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