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CalABLE and Special Needs Trust
At CalABLE, we frequently are asked if a Special Needs Trust (SNT)or an ABLE account is a better option. Both have their benefits and limitations. Many are finding that an SNT and a CalABLE account work very well together. In this webinar we will explore the similarities between ABLE accounts and Special Needs Trusts. We will examine when one might choose one option over the other. We will also provide guidance on how to take advantage of using an ABLE account and an SNT tandem. Please join CalABLE and guest, Stephen W. Dale, special needs attorney as we discuss these options.
Also included in the discussion will be answers to the questions we most frequently receive about these programs. As always, the webinar will conclude with a Q&A session to give participants an opportunity to ask additional questions. Though this presentation will provide a brief introduction for newcomers, it will build upon the basic education provided in previous CalABLE webinars. If you are new to CalABLE and would like to explore the basics of the program, please visit our YouTube channel for replays of some of our earlier webinars that discuss the fundamentals of CalABLE.

Nov 17, 2021 02:00 PM in Pacific Time (US and Canada)

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