Navigating Tax Challenges of ABLE Accounts and Special Needs Trusts (On-Demand)

General Credits:
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Course Description

In this presentation we will review the basic rules for ABLE Accounts, 3rd Party Special Needs Trusts, and 1st Party Special Needs Trusts.  We’ll compare and contrast each of these 3 tools, when each tool should be used, and how they interact with each other.  We’ll also dive into public benefits and income tax planning steps that are available for these tools.


  1. All about ABLE Accounts
  2. 3rd Party SNTs
  3. 1st Party SNTs
  4. Let’s Compare and Contrast
  5. How Do These 3 Tools Work Together?


Ellen Cookman, Esq.

Credit Details

Course Type

Course Instructor

Ellen Cookman, Esq.

Original Date Of Course

General Credits