Webinar Registration

ABLE Accounts Turn 10!

November 12, 2024

12:00PM - 1:00PM CST

$100 for Basic Members

CLE 1.0 CLE

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ABOUT THIS WEBINAR:

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.

Join 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 will cover:

The fundamentals of ABLE accounts
Who qualifies and what benefits they receive
Limitations of the program to be aware of

Plus, he’ll discuss how ABLE funds are actually being used by persons with disabilities to enrich their lives. Register now!

*1.0 hour standard CLE credit pending

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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.

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