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Special Needs Trusts and ABLE Accounts


Total Credits: 1 CLE Credit

Average Rating:
   10523
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
License:
Access for 90 day(s) after purchase.


Tag: Fall 2020


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

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