The Missouribar – 2020 What Will Happen When I’m Gone?: Special Needs Trusts & ABLE Accounts
$22.00
[Instant Download] – You will receive instant download access after the purchase
- 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.
Delivery Method
– After your purchase, you’ll see a View your orders link which goes to the Downloads page. Here, you can download all the files associated with your order.
– Downloads are available once your payment is confirmed, we’ll also send you a download notification email separate from any transaction notification emails you receive from IMCourse.net.
– Since it is a digital copy, our suggestion is to download and save it to your hard drive. In case the link is broken for any reason, please contact us and we will resend the new download link.
– If you cannot find the download link, please don’t worry about that. We will update and notify you as soon as possible at 8:00 AM – 8:00 PM (UTC+8).
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