Putting it all Together Planning Financially for Special Needs

In this PPMD webinar, Eric Jorgensen dicussed ABLE accounts and Special Needs Trusts and how they can work together as well as First & Third Party Trusts.

Resource: PPMD Webinar
Maryland ABLE Informational Webinar

ABLE accounts allow individuals who receive benefits to maintain those benefits while building assets in a tax advantaged account. This session will provide an overview of the ABLE Act, a look at the features and specifications of the Maryland ABLE plan, information on treatment of account funds, and an opportunity for questions and answers.

Resource: PPMD Webinar
Special Needs Trusts and ABLE Accounts

In this PPMD webinar, guest speaker Mr. Stephen Elville discussed Special Needs Trusts and ABLE Accounts, the benefits and drawbacks of both and what are the questions every family should ask before opening these accounts.

Resource: PPMD Webinar

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