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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.

Materials

What Will Happen When I’m Gone – Special Needs Trusts and ABLE Accounts Material (823.9 KB) Available after Purchase

Faculty Bios (14.7 KB) Available after Purchase

MoLAP Information (1.2 MB) Available after Purchase

Faculty

Kathy Birkes Related seminars and products: 1

Midwest Special Needs Trust

Kathy Birkes, Executive Director for Midwest Special Needs Trust, served Washington University and as Director, Missouri Department of Social Services. Kathy presented an international symposium, financial planning for special needs at University of Hong Kong in 2017 and at 5th World Congress on Adult Guardianship, Seoul, South Korea in 2018.

Salepage: https://mobar.ce21.com//item/2020-happen-im-special-trusts-accounts-356758

Archive: https://archive.ph/wip/1xZxz

Purchase The Missouribar – 2020 What Will Happen When I’m Gone?: Special Needs Trusts & ABLE Accounts courses at here with PRICE ~~$90~~ ~~$21~~

Unlock Lifetime Learning and Career Growth with the The Missouribar – 2020 What Will Happen When I’m Gone?: Special Needs Trusts & ABLE Accounts course only Original price was: $90.00.Current price is: $21.00. at CoursesGB!

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