Creative Planning with an ABLE Account (2017)

NAELA Summit 2017
In this session, participants will consider the potential relationship between special needs trusts (first and third party) and an ABLE account. We'll discuss what drafting language is necessary in a special needs trust that will provide for funding an ABLE account and how best to administer the two together to maximize the benefit to the beneficary. Presented by: Brian Neal Rubin, Esq.
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