ABLE Accounts in Special Needs Planning

A CapABLE Tool in Our Special Needs Planning Toolbox. During this informative session, Liz Gray will teach the following:

• How to choose between an ABLE account or a special needs trust
• What the circumstances are for the beneficial use of an ABLE account
• How to establish and manage an ABLE account
• What an ABLE account covers and its contribution limits, maximum amounts, qualified expenses, and tax implications.

Presented by: Elizabeth Gray

CLE: 1.0 general credit 

Approved States: CA, CO, FL, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT

(AK, AZ, CT, MO, ND, NH, TX eligible to claim credit.)

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance.

WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.