ABLE Accounts & Special Needs Trusts: What Families Need to Know
A Free, Live Workshop for Parents, Caregivers & Individuals Navigating Disability Planning
Workshop Options
Date: Thursday, January 15th, 2026
Time: 7:00PM EST
Location: Virtual (Zoom link provided upon registration)
Hosted by: The All Needs Planning Team
Date: Thursday, January 22nd, 2026
Time: 12:00PM EST
Location: Virtual (Zoom link provided upon registration)
Hosted by: The All Needs Planning Team
Planning for the Future Without Confusion or Overwhelm
Families supporting children or adults with disabilities face a unique set of financial and legal decisions… many of which have long-term implications for independence, stability, and access to benefits.
Two of the most important tools are ABLE Accounts and Special Needs Trusts. And for most families, the questions are the same:
Which one do we actually need?
Should we use both?
What can these accounts pay for?
How do we protect SSI and Medicaid?
How do these tools fit into long-term planning and future care?
This workshop was created to deliver straightforward, trustworthy guidance… so you can plan with confidence, clarity, and a clear path forward.
Join Us for a Practical, Easy-to-Understand Workshop
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.
Who This Workshop Is For
This session is ideal for:
Parents of children with disabilities
Adults with disabilities planning for their own futures
Guardians, siblings, and extended family members
Caregivers and professionals supporting individuals with disabilities
Families who already have a trust or ABLE account but need clarity on management or rules
Anyone preparing for long-term financial and care planning
If future security, benefits protection, or financial clarity is on your mind, this workshop is for you.
ABLE Accounts and Special Needs Trusts can protect benefits, safeguard financial resources, and expand opportunities for independence but only when set up correctly and used with intention.
Why This Matters
The right plan can provide:
Long-term financial security
Protected access to state and federal benefits
Increased independence for your loved one
Confidence in navigating the years ahead
Our goal is to help you understand not just what’s possible but what’s appropriate for your family's unique situation.
About All Needs Planning
At All Needs Planning, we provide crucial special needs planning solutions to individuals, families, and caregivers to help them confidently navigate the future. Through compassionate financial planning, legal strategy, and wealth management, we empower families to protect what matters most.
We don’t just create plans we build clarity, confidence, and community for the families we serve.
Reserve Your Seat
This workshop is free, but registration is required to receive the Zoom link and session materials. If you want clarity, guidance, and confidence around ABLE Accounts and Special Needs Trusts, this is the place to begin.