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Understanding ABLE Accounts, Special Needs Trusts, and Guardianship

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ACI will be welcoming guest speaker, Donald T. Brown from Special Needs Funding Coach, for a webinar on understanding ABLE accounts, special needs trusts, and guardianship.

One of the most impactful new strategies in recent years is the ABLE account. Along with special needs trusts, these vehicles are the pillars of special needs funding. Learn the differences between them and how each may be used to maximize financial resources for your loved one(s) with special needs. This includes:

  • Protecting government benefit eligibility

  • Eligibility requirements and guidelines for use

  • Funding options

  • Choosing a manager/trustee

We will also address frequently asked questions about the different options for guardianship. Gain peace of mind for the difficult question of “What will happen when I’m gone?” by learning more about providing quality of life and a lifetime of care. Participation is encouraged in this online presentation which will include time for your questions.

Earlier Event: October 3
Football Fundraiser with the NY Jets
Later Event: November 15
National Play-Doh Celebration