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Special Needs Trusts & ABLE Accounts

Special Needs Trusts & ABLE Accounts

About This Webinar:

This presentation provides an overview of the different types of special needs trusts (self-settled, third-party, and pooled trusts) and explains the circumstances under which each type of trust could be beneficial. Topics of discussion include the items and services that can be paid for by special needs trusts, the relationship between shelter payments and certain government benefits, and general considerations for selecting an appropriate trustee.

The presenter explores the use of ABLE Accounts and describes the strengths and limitations of this special needs planning tool. The training compares the effectiveness of ABLE accounts versus special needs trusts in maintaining eligibility for needs-based government benefits, avoiding Medicaid paybacks, providing alternatives to guardianships, and offering long-term financial strategies for families wishing to provide for loved ones with special needs.

Learning Objectives:

  • Gain a better understanding of the different types of special needs trusts and when a Medicaid payback is required.
  • Learn how ABLE accounts can be used in combination with or in place of special needs trusts.
  • Discover strategies to receive the maximum SSI award—even when the SSI recipient lives at home and receives “in-kind support and maintenance.”
  • Understand the critical need for long-term estate planning for individuals with special needs.

Presenter:

Alison Packard is a special needs planning attorney with the Packard Law Firm in San Antonio, Texas.  Her practice focuses on estate planning (including special needs trusts), guardianship, alternatives to guardianship, general probate work, and government benefits eligibility.



Continuing Education credit is available.



RSVP to Register!

Please RSVP for this free webinar here: https://oneop.org/event/126279/

The connection information will be emailed to you once you RSVP.

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Aaron WeibeAaron WeibeInterim Director of Technology Services and Communications, Extension Foundation Extension Foundation

Automated message: Thanks for sharing this event! If you can, please remember to update this listing after your event with a link to the recording. You can do that by coming back to your event here in Connect Extension, clicking "Manage Event" and then "Edit Event." From there, I suggest adding the words "Recording Available Here" to the top of your event and linking out to the recording. Example: Recording Available Here

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This website is supported in part by New Technologies for Ag Extension (funding opportunity no. USDA-NIFA-OP-010186), grant no. 2023-41595-41325 from the USDA National Institute of Food and Agriculture. Any opinions, findings, conclusions, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of the U.S. Department of Agriculture or the Extension Foundation. For more information, please visit extension.org. You can view the terms of use at extension.org/about/terms.

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