Name
ABLE Accounts in Advanced Planning: Strategies, Policy Updates, and Real-World Integration
Date & Time
Thursday, April 30, 2026, 1:15 PM - 2:15 PM
Description
ABLE accounts have evolved into one of the most versatile tools in the special needs planner’s toolkit, bridging financial, estate, and public benefits planning. With more than 214,000 accounts nationwide and over $2.6 billion in assets, their growing role demands a sophisticated understanding of both technical rules and strategic opportunities. In this interactive discussion, our experienced presenters will take a deep dive into the current and emerging landscape of ABLE accounts. They will explore legislative and regulatory updates, contribution and rollover strategies, interaccount coordination with special needs and first-party trusts, and the nuanced impact of ABLE assets on benefits and employment programs.