Come learn everything you’ve always wanted to know about Special Needs Trusts and ABLE accounts, and how you and your family can use them! Please join attorney Ellen Cookman for a lively and informative presentation on the basics of special needs trusts as well as a deeper dive into the following issues:
- Should I have a stand-alone or testamentary special needs trust?
- What is the difference between a first-party and third-party special needs trust?
- When and how should I transfer assets into (i.e. “fund”) the trust?
- What is an ABLE account and how can we use it?