This program is designed for professionals seeking in-depth knowledge and strategies for effective first-party special needs planning. This session explores the intricacies of various financial instruments, including (d)(4)(A) special needs trusts, pooled special needs trusts, and ABLE Accounts. Participants will gain a comprehensive understanding of each option’s unique features, advantages and limitations, so they can provide better guidance on protecting assets and benefits while improving the quality of life for individuals with special needs.