The Missouribar – 2020 What Will Happen When I’m Gone?: Special Needs Trusts & ABLE Accounts
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- Practice Area:
- Trusts, Estate Planning & Probate
- Format:
- Audio and Video
Description
Both the Special Needs Trust and the ABLE Account are financial planning tools intended to work the same way – to give individuals with disabilities the ability to save without losing their public benefit eligibility. The personal financial situation of the individual – and the specific circumstances – will determine which option is the most beneficial or if the answer is BOTH!
- Learn about the three types of special needs trusts
- First Party Special Needs Trusts
- Third Party Special Needs Trusts
- Pooled Special Needs Trusts
- Learn about ABLE Accounts
- Compare Special Needs Trusts and ABLE Accounts
Speaker: Kathy Birkes, Midwest Special Needs Trust, Columbia
Self-study does not qualify for Kansas credit.
Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for ethics, elimination of bias or Kansas credit.
Materials
| What Will Happen When I'm Gone – Special Needs Trusts and ABLE Accounts Material (823.9 KB) | Available after Purchase | ||
| Faculty Bios (14.7 KB) | Available after Purchase | ||
| MoLAP Information (1.2 MB) | Available after Purchase |
Faculty
Kathy Birkes Related seminars and products: 1
Midwest Special Needs Trust
Kathy Birkes, Executive Director for Midwest Special Needs Trust, served Washington University and as Director, Missouri Department of Social Services. Kathy presented an international symposium, financial planning for special needs at University of Hong Kong in 2017 and at 5th World Congress on Adult Guardianship, Seoul, South Korea in 2018.
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