- Practice Area:
- Trusts, Estate Planning & Probate
- Format:
- Audio and Video
Description
Both the Special Needs Trust and the ABLE Account are financial planning tools intended to work the same way – to give individuals with disabilities the ability to save without losing their public benefit eligibility. The personal financial situation of the individual – and the specific circumstances – will determine which option is the most beneficial or if the answer is BOTH!
- Learn about the three types of special needs trusts
- First Party Special Needs Trusts
- Third Party Special Needs Trusts
- Pooled Special Needs Trusts
- Learn about ABLE Accounts
- Compare Special Needs Trusts and ABLE Accounts
Speaker: Kathy Birkes, Midwest Special Needs Trust, Columbia
Self-study does not qualify for Kansas credit.
Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for ethics, elimination of bias or Kansas credit.
