Meeting Title:
Discretionary Special Needs Trust Distributions & ABLE Accounts Overview

Meeting Description:
An in-depth review of discretionary special needs trust distributions allowable under Social Security Administration POMS rules, and how ABLE accounts can provide support for beneficiaries above and beyond these restrictions.

Speaker Name:
Peter J. Wall, Director of Fiduciary Services for True Link Financial

Sponsor:
None

CEU:
Trusts 1.5

Meeting Date:
Tuesday December 1, 2020

Meeting Time:
4:00pm - 5:00pm

PFAC Members Only:
No

Meeting Price:
Members: $30
Non-Members: $45

Management Level of Difficulty:
Beginning to Intermediate

CLICK HERE to register