Special Needs Planning Tools: Trusts, ABLE Accounts and Other Planning Considerations (4/21/2021)

Available: In Stock
Product No: 37507
Duration: 52.53 Hours
Publish Date : 4/21/2021

Item Description :

Please note - this purchase is for a digital download of the Learn Online Materials, including online viewing / download of the video presentation. 

BBA Member Price: FREE. Included as part of your membership
Non-Member Price: $100


Expert panelists compare and contrast the various tools available to estate planners with respect to special needs planning. Discussion includes a comparison of individual and pooled trusts, first party and third party trusts, and newer tools such as ABLE accounts.


Karen Mariscal
Margolis & Bloom

Barbara Jackins
Legal Planning for Special Needs

Pricing :
Non-Member Pricing $100.00
BBA Member Pricing $0.00