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The Missouribar – 2020 What Will Happen When I’m Gone?: Special Needs Trusts & ABLE Accounts course with special price just for you: $90$21
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 Business and Salesyer 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)
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.
[Audio and Video] The Missouribar|[Audio and Video] The Missouribar – 2020 What Will Happen When I’m Gone?: Special Needs Trusts & ABLE Accounts|2020 What Will Happen When I’m Gone?: Special Needs Trusts & ABLE Accounts
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