November
21
Webinar:
Special Needs Probate 101

Gifting to Persons with Disabilities Using an ABLE Account

Webinar with 
Michele P. Fuller
Michele P. Fuller
A young happy man with Down syndrome with his mentoring friend celebrating success indoors at school.
Date:
December 4, 2024
Time:
12:00pm - 1:00pm (Eastern Time)

Planning gifts for a loved one with disabilities requires careful consideration to avoid impacting their eligibility for government benefits. In this webinar, we will explore how ABLE accounts can be a powerful special needs planning tool for gifting to individuals with disabilities.

You’ll learn how to contribute to an ABLE account, the tax advantages, and how these accounts can enhance the quality of life for your loved one without jeopardizing their access to public benefits.

Whether you’re a family member, caregiver, or advocate, this session will provide valuable insights into maximizing the financial support you can offer through ABLE accounts. Join us to discover how thoughtful gifting can make a lasting difference.

Gifting to Persons with Disabilities Using an ABLE Account
Webinar with 
Michele P. Fuller
Michele P. Fuller
Webinar Video Coming Soon
December 4, 2024

Planning gifts for a loved one with disabilities requires careful consideration to avoid impacting their eligibility for government benefits. In this webinar, we will explore how ABLE accounts can be a powerful special needs planning tool for gifting to individuals with disabilities.

You’ll learn how to contribute to an ABLE account, the tax advantages, and how these accounts can enhance the quality of life for your loved one without jeopardizing their access to public benefits.

Whether you’re a family member, caregiver, or advocate, this session will provide valuable insights into maximizing the financial support you can offer through ABLE accounts. Join us to discover how thoughtful gifting can make a lasting difference.

Talking, lawyer or old couple with will, contract or documents for life insurance papers or probate. Plan, advisor or married elderly clients signing paperwork, trust form or will agreement.

Webinar

Special Needs Probate 101

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