ABLE Accounts Turn 10!
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ABOUT THIS WEBINAR
Watch This Insightful Webinar and Earn CLE*
ABLE accounts are ten years old and have become a staple in special needs planning. Persons with disabilities use them, families still need to understand them, and SNT Trustees can maximize benefits through their use.
Hear from nationally recognized speaker Peter Wall, Director of Fiduciary Services at True Link Financial, for a special CLE* session on this topic! During the webinar, Peter covers:
- The fundamentals of ABLE accounts
- Who qualifies and what benefits they receive
- Limitations of the program to be aware of
Plus, he discusses how ABLE funds are actually being used by persons with disabilities to enrich their lives. Watch now!
*1.0 hour standard CLE credit pending
Find out more about the CLE you can earn by viewing this webinar, including:
- State-specific CLE guidelines
- CLE credit types
- Attendance certificates
- Financial hardship policy
- CLE support options
MEET THE PRESENTER
Peter Wall
Director of Fiduciary Services – True Link Financial
Peter is the Director of Fiduciary Services at True Link Financial. With more than 20 years of trust administration experience at national bank trust companies, he is well-known throughout the country for his deep understanding of special needs and elder law issues. Prior to joining True Link, Peter developed and led a dedicated elder law and SNT division of a nationally-chartered $80B trust bank.
Peter currently serves on the Board of Directors for Easter Seals, as well as several other estate planning and charitable organizations; he is also a member of the Academy of Special Needs Planners. A frequent presenter on the topics of special needs trusts, estate planning, taxation, and trust administration, he is also a published author, most notably in the Elder Law in Colorado Red Book, Fourth Edition.
YOUR ON-DEMAND
WEBINAR RESOURCE KIT
Slides from this presentation will be available for download upon registration for this webinar.
