Maximizing ABLE Accounts for Disabled Clients
Maximizing ABLE Accounts for Your Disabled Clients
We will hear from Chris Morgan - he will discuss the ABLE Act and how it relates to clients with disabilities. This discussion will include how an ABLE account is different from a Special Needs Trust, how it can integrate with a Special Needs Trust, and how it can be used as a tool by professionals to meet a client's financial and legal goals.
Chris Morgan Bio:
Chris Morgan received his Law Degree from Arizona State University’s College of Law. In private practice since graduation, Chris specializes in estate planning with a special interest in Medicaid qualification, long-term care planning, and estate planning for clients with special needs. Since 2018, Chris has served on the Legislative Committee for the Elder Law and Estate Planning Sections of the bar. Prior to March of 2020 Chris had exciting and multifaceted interests and hobbies; however, since March he has generally amused himself with eating entire half gallon containers of ice cream in one sitting and trying to guess which of the participants on his unending zoom meetings are wearing pants.
Free Attendance: This webinar is free to all who care to join. However only those who RSVP and provide their professional licence number and actually attend the event are eligible for continuing education credit.