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