Understanding the New ABLE Accounts (Online Seminar)

MCLE Credits: 1.0
Ethics Credits Included: 0.0

MCLE Credit: 1.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Price: $70.00 (Includes a downloadable audio version.)
Viewable Through: 3/31/2020

Information

A pre-recorded streaming video replay from the March 2017 webcast, Understanding the New ABLE Accounts.


Topics covered include:

  • Get a quick overview of the benefits and features of ABLE accounts for qualifying disabled or blind individuals
  • Discover the tax advantages of ABLE accounts
  • Learn how ABLE accounts can help individuals to save funds without losing eligibility for various means-based public benefits
  • Examine how ABLE accounts can impact planning for individuals with special needs, and how ABLE accounts compare with Special Needs Trusts
  • Understand when an ABLE account makes sense for your client, and when it doesn’t

Achieving a Better Life Experience (ABLE) was enacted to encourage and assist individuals in saving funds without losing eligibility for various means-based public benefits. ABLE accounts are patterned after the 529 College Savings Plans and help a disabled individual maintain his or her independence and achieve a higher quality of life.

This seminar will cover who is eligible to open an ABLE account, and key benefits, features, and administration of ABLE accounts, including:

  • ABLE accounts and means-based government benefits
  • Qualified Disability Expenses
  • Investments of ABLE account funds
  • Limits
  • Transfers of ABLE accounts/changes of designated beneficiary
  • Medicaid paybacks
  •  

 



Schedule

Faculty

FACULTY

Elizabeth L. Gray, McCandlish Lillard / Fairfax
Elizabeth Gray is a past-president of the Virginia chapter of the National Academy of Elder Law Attorneys (NAELA), and former co-chair of three different sections of the Fairfax County Bar Association. She has been practicing in the area of Elder Law for over 15 years.

Locations, Dates and Fees

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