Special Needs Trusts and ABLE Accounts: What You Need to Know webinar
February 12 @ 7:00 pm - 8:00 pm EST
For families supporting a child with a disability, ABLE Accounts and Special Needs Trusts can be critical tools for future planning. They allow the family to pass down money to support the child without impacting access to governmental programs. But both ABLE Accounts & Special Needs Trusts can be confusing and overwhelming. This presentation will outline the different types of trusts, who can establish, how they are administered, a variety of ways to fund a trust and how to determine how much is needed in the trust for your child.
Presented by Cortney Heykoop, Chartered Special Needs Consultant, Clover Leaf Wealth Strategies, and adoptive mom.