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ABLE Accounts in Special Needs Planning

ABLE Accounts in Special Needs Planning

$129.00

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: AR, CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT

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

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.

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