FFFP: Special Needs Trusts & ABLE Accounts

So much has changed as a result of the COVID pandemic. But there’s still a pressing need to secure the long-term financial future of loved ones with a disability.

That’s why our seminar on ABLE accounts and Special Needs Trusts was so popular in January.

We’re revisiting the topic in July. Learn more; ask your questions; understand how these two important but distinct tools serve your needs:

• the differences between Special Needs Trusts and ABLE Accounts
• the strengths and limitations of each
• who’s who in trust setup and administration
• how to set aside and grow money and other assets
• how to balance each with income-sensitive benefits such as Medicaid and Supplemental Security Income
• how to shield inheritance and gifts from government claims
• when to start planning and how

Register for the webinar here

Presenter:

Tia Marsili, Director of Trusts, The Arc of Northern Virginia