ABLE Accounts are Here, Now What are You Going to do With Them?

Recorded: October 12, 2016
Duration: 83 minutes
By Stephen Dale, JD, LLM, The Dale Law Firm PC and Douglas Jackson, Deputy Director, Office of the Ohio Treasurer of State

Disability rights advocate Stephen Dale will discuss the advantages of using ABLE accounts as a new tool to provide value to your client base. Join us to learn how easy it is to use ABLE Accounts and how beneficial they are for your Special Needs clients.

Joining Steve is Douglas Jackson, Deputy Director from the Ohio STABLE program will explain how easy it is to setup and maintain an ABLE account.

Ohio’s ABLE Plan

1. Overview of ABLE Accounts
2. Ohio’s ABLE Account (STABLE Account)
3. Eligibility for STABLE
4. Contributing to a STABLE Account
5. Spending from a STABLE Account

The ABLE Act – Housing Profiles

1. Defining the Challenge
2. ABLE Accounts and Housing for SSI Recipients
3. Let’s Talk about Paybacks and Medi-Cal Liens

The ABLE Act and Income Taxes

1. The ABLE Act and Taxes – Compared to a Special Needs Trust
2. Using an ABLE Account with a Special Needs Trust
3. Opportunities in Your State to Influence Policy and Educate Your Community

Questions