Thank You for Registering
ABLE Accounts & Special Needs Trusts: What Families Need to Know
Location: Virtual (Zoom link provided below and by email)
During this free session, we’ll break down what ABLE accounts and Special Needs Trusts are, how they work, and how to use them together as part of a comprehensive plan.
What You’ll Learn About ABLE Accounts
Eligibility requirements
Contribution limits & rules
What withdrawals can be used for
How to set one up
How ABLE accounts interact with SSI and Medicaid
Best practices for long-term management
What You’ll Learn About Special Needs Trusts (SNTs)
The difference between First-Party & Third-Party Trusts
What a trust can pay for
Who can serve as trustee
Funding options
How trusts protect benefits and future eligibility
How SNTs and ABLE accounts can work together
Plus:
Common planning mistakes and how to avoid them
Examples from real family situations
Time for live Q&A with our team
No matter where you are in your planning process, you’ll leave with improved understanding and a clearer direction.
Continue Your Planning Journey
If you haven’t already, we encourage you to explore the All Needs Learning Lab — our online education hub for families of children and adults with disabilities.
It’s the best place to continue learning, connect with resources, and take the next steps toward your comprehensive special needs plan.
We’re Here to Support You
At All Needs Planning, our mission is to help families plan with confidence, advocate with strength, and build sustainable futures.
If you have questions after the workshop or need help accessing your materials, please reach out to our team at info@allneedsplanning.com.
We look forward to seeing you at the workshop and helping you take this important next step in your planning journey.