All About CalABLE Accounts And Their Benefits for Disabled Clients

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All About CalABLE Accounts And Their Benefits for Disabled Clients

Trusts & Estates Section

Credit(s):

1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits

Course Number:

TE_05-18-23

Original Program Date:

May 18, 2023

Duration:

1 hour 1 minute

Access:

Available for 3 months after Registration

Passport:

This product is Passport Eligible

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Category: Trusts & Estates, Closed Captioned Courses

Category: Trusts & Estates, Closed Captioned Courses (show less)

CalABLE Accounts offer different benefits to those that qualify than other planning tools such as special needs trusts. CalABLE Accounts have requirements to set up and allow for more flexible spending options without having the funds considered a countable asset for needs-based government assistance programs. Really, CalABLE accounts are a great tool to be used in conjunction with, or in addition to, individual special needs trusts or pooled special needs trusts.

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