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Understanding the New ABLE Act

$149.00

By Stephen Dale, Esq., LLM, The Dale Law Firm PC

Description

After many years, the Achieving a Better Life Experience Act (ABLE Act) was passed by Congress in December. The Act, among other things, allows creation and funding of tax-favored accounts for adults and children who were declared disabled prior to age 26. But how will this really impact the planning we do for disabled individuals?

Join nationally-recognized special needs planning attorney Stephen Dale for an in-depth look at the ABLE Act, how the new provisions compare to planning with self-settled special needs trusts, and what practitioners should be doing to educate their clients and referral sources about this new opportunity.

Topics covered:

  • Achieving a Better Life Experience Act (ABLE Act)
  • Comparison to planning with self-settled special needs trusts
  • Tips to education clients and referral sources

Length: 92 minutes


ElderCounsel Members – this video is available FREE in the Learning Center > Video Library

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