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  • ON-DEMAND

ABLE Accounts and Special Needs Trusts (On-Demand)

General Credits:
Original Date Of Course:

$179.00

Course Description

When a client has a loved one with special needs, their planning focus is typically centered around how the individual will live independently and/or what the future will look like when he/she is no longer living. If the loved one (family member) is living with a disability, it is critical that you properly and adequately plan for his or her needs. Attorney Jenny McInernery will present on special needs trusts and ABLE accounts, how the two tools work together and how to create a robust plan for your clients.

Syllabus

  1. Special Needs Trusts and ABLE Accounts
  2. How the two tools work together
  3. How to create a robust plan for your clients

Credit Details

Course Type

Course Instructor

Jennifer McInerney, Esq.
Original Date Of Course

General Credits

1.5
Jennifer McInerney, Esq.
Jennifer McInerney, Esq.
Jennifer McInerney, Esq. holds a J.D. from Indiana University School of Law (2008) and an LL.M. in Taxation from Washington University in St. Louis (2022), and is licensed to practice law in Alabama and Mississippi. Her practice focuses on estate planning, special needs planning, elder law, and business matters for families and small businesses, with particular expertise in advising clients on wills, trusts, Medicaid planning, and business entity formation.
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