The Attorney’s Guide to ABLE Accounts

This CLE program provides an in-depth overview of ABLE accounts, including eligibility requirements, contribution limits, qualified disability expenses, and recent federal updates. It explores practical planning strategies for integrating ABLE accounts with special needs trusts and public benefits such as SSI and Medicaid. Viewers gain insight into compliance issues, tax considerations, and best practices for advising clients with disabilities and their families.

Speaker

Amy C. O'Hara, Littman Krooks LLP