Wednesday, December 1st at 1:00 p.m.    Register here.

The season of giving is upon us and this means your child experiencing disability or grandchild may be receiving gifts from well-meaning family members or friends. This might come in the form of money left to them for their current or future benefit.

To ensure the protection of their means tested benefits, we will walk you through all the tools available for gifting to special needs individuals from 529, ABLE, and UTMA accounts to life policies and special needs trusts. Each of these vehicles can serve a unique and life enhancing role for your special needs loved one.

On the Agenda:

  • Protecting needs-based benefits when giving to a child or grandchild
  • 529 College account vs. ABLE Account: Pros and Cons
  • What to tell family members about leaving assets to a special needs child in estate planning documents
  • Important considerations about custodial (UTMA) and joint accounts for kids
  • ABLE accounts versus special needs trusts
  • Tax planning benefits and considerations when gifting, giving or contributing

And More!