Name
Creative Planning Strategies for Clients with Disabilities
Date & Time
Tuesday, July 31, 2018, 2:30 PM - 3:30 PM
Speakers
Description
Stephen W. Dale discusses creative strategies to get the best result not only from a benefits perspective, but also to maximize independence for the beneficiary while minimizing taxes. These strategies include using ABLE Accounts, True Link Cards, designating qualified plans to the special needs trust as well as using distribution plans. Also discussed will be the value of team planning with your referral source.
Sessions
Stephen Dale, JD
Session Type
Breakout Session
Course Focus
Elder Law
Credit Type
General
Eligible CLE Credits
1.00
CLE Eligibility
Eligible for CLE credit