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May 23, 2023
Tuesday
Which Savings Works Best for US?
(Virtual Zoom Session Only & will be recorded))
Time: 6pm - 7:30pm
Guest Speaker:
Laura Drake, Esq, Attorney at Law, Drake Law Practice and Associate Director for Southern Ohio, Community Fund Ohio
Referencing Websites:
https://cfmf.org
https://www.stableaccount.com
Description:
Which savings works best, The STABLE Accounts vs a Special Needs Trusts?
Saving for the future or an emergency without affecting benefits has always been a challenge for individuals with disabilities. Estate & Financial Planning can be so difficult and sometimes very confusing.
During this virtual SALT TALKS session, we will look at the STABLE account and the Special Needs Trust side by side and compare each savings option.
Participants should come prepared to learn:
- What is involved in setting up a Special Needs Trust and/or a STABLE Account?
- Are there different types of a Special Needs Trusts and what details do I need to make sure are included?
- Can a STABLE Account and a Special Needs Trust work together to benefit my child?
- Will either of these savings vessels affect my child's benefits?
- What expenses can be paid through a Special Needs Trust or a STABLE Account?
- Who is eligible for a STABLE Account?
- This session will help parents stay informed on any changes or updates required for planning.
- ....plus many more additional details will be covered!
Certified SSA Staff Only - 1.5 CEU approved & available upon request when attending this full session. For details - Email prtpatts@gmail.com
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