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Supporting Special Needs Families: Exploring Trusts & ABLE Accounts

June 26 @ 11:00 am - 12:30 pm EDT

Free

About This Webinar

This presentation will provide an overview of the different types of special needs trusts (first-party, third-party, and pooled trusts) and explain the value of these instruments for individuals with disabilities. The presenter will also explore the use of ABLE accounts as an alternative to special needs trusts, or as a tool to be used in conjunction with these trusts. Case scenarios will be used to compare the effectiveness of ABLE accounts with special needs trusts in maintaining eligibility for needs-based government benefits, avoiding Medicaid reimbursement, providing alternatives to guardianships, encouraging a beneficiary’s independence, avoiding unnecessary costs, and offering long-term financial strategies for families with special needs.

Learning Objectives:

  • Gain a comprehensive understanding of special needs trusts and ABLE accounts, including the unique features, advantages, and limitations of each tool.
  • Identify how ABLE accounts can be used in combination with special needs trusts to maximize SSI and simplify trust administration.
  • Discover strategies for selecting an appropriate trustee, directing income and assets to an ABLE account or trust, and determining proper expenditures of funds.
  • Review the process of assigning military survivor benefit plan (SBP) annuity payments and child support to a first-party special needs trust.
  • Receive materials that outline options for dealing with unexpected income and assets that threaten eligibility for important government benefits.
  • Develop a greater appreciation for the benefits of special needs estate planning and the critical need for such plans in families with special needs.

Presenter

Alison Packard

Attorney
The Packard Law Firm
San Antonio, Texas

Alison Packard is a special needs planning attorney with the Packard Law Firm in San Antonio, Texas.  Her practice focuses on estate planning (including special needs trusts), guardianship, alternatives to guardianship, general probate work and government benefits eligibility. Alison’s passion for her practice comes from her personal life as the mother to a beautiful 30-year-old daughter with significant special needs.  Alison knows what it means to fight for a child with disabilities.  She understands the worry that parents have as they plan for children who will always need resources, supports and services. Alison finds great joy in helping others on this journey.

Continuing Education (CE) Credit

  • Social Work, LPC, LMFT: This webinar is pending approval for 1.5 continuing education (CE) credits from the University of Texas at Austin, Steve Hicks School of Social Work.
  • Case Manager: This webinar is pending approval for 1.5 continuing education (CE) clock hours from the Commission for Case Manager Certification (CCMC).
  • Board Certified Patient Advocates (BCPA): This webinar is pending approval for 1.5 continuing education (CE) contact hours by The Patient Advocate Certification Board.
  • Certified in Family & ConsumerSciences (CFCS): This webinar is pending approval for 1.5 continuing education (CE) credits from the American Association for Family and Consumer Sciences (AAFCS).
  • Certified Family Life Educators (CFLE): This webinar is pending approval for 1.5 continuing education (CE) credits from the National Council on Family Relations (NCFR).
  • Association for Financial Counseling & Planning Education (AFCPE): This webinar is pending approval for 1.5 continuing education (CE) credits by AFCPE.
  • Certified Personal Financial Counselors (CPFC): This webinar is pending approval for 1.5 continuing education (CE) credits from The Center for Financial Certifications (FinCert.org).
  • Certified Personal and Family Finance Educator (CPFFE): This webinar is pending approval for 1.5 continuing education (CE) credits from the American Association for Family and Consumer Sciences (AAFCS).
  • Certificates of Attendance are available for those interested in additional documentation of professional development activities.

Event Materials

Photo Credit: iStockphoto 543330700; FatCamera

Details

Date:
June 26
Time:
11:00 am - 12:30 pm EDT
Cost:
Free
Event Category:
Event Tags:

How To Join

Complete the registration form with your name, email address, and how you learned about this webinar. You should receive a confirmation email shortly after with the connection information. Please email us at [email protected] if you have any questions or need technical support.

If you are unable to join the webinar via Zoom, please view the live-streamed webinar at https://www.youtube.com/c/OneOp/live.

More Info

Format
Upcoming Webinars
Continuing Education Credits Available
AAFCS
AFCPE
BCPA
CCMC
CPFE
FINCERT
NCFR
UTSW
Webinar URL
https://auburn.zoom.us/j/82904491578
Webinar ID
Webinar ID: 8290 4491 578
Dial in numbers
If you are unable to connect to Zoom or access YouTube
dial in by phone: 1 301 715 8592
International numbers
International numbers available: https://auburn.zoom.us/u/kqtp5RZgD

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