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SUMMARY:Understanding Maryland ABLE Accounts and How the Benefit Your Loved One with Special Needs
DESCRIPTION:Maryland ABLE accounts help families and their loved ones with disabilities save for the future without jeopardizing federal\, state and local benefits. Join Kelly Nelson\, Outreach and Communications Manager from Maryland ABLE\, as she shares by webinar the following: \n\nthe eligibility criteria and enrollment process;\nfeatures of an ABLE account and the account management process;\ntax-free savings and tax-free withdrawals for qualified disabilities expenses;\naccessing a Maryland state income tax deduction for contributions; and\,\nhow an ABLE account can be used in collaboration with a Special Needs Trust\n\nPlease click here to secure your registration and receive the webinar link ahead of time. \nShould you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or at 443-393-7696 x117. \nThis webinar is open to clients\, the general public\, and financial advisors.  1.5 continuing education hours will be offered for CPAs\, CFPs\, and other professionals for attending this presentation.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/understanding-maryland-able-accounts-and-how-the-benefit-your-loved-one-with-special-needs-3/
CATEGORIES:Webinar
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SUMMARY:Webinar – What Families Need to Know About Planning for a Loved One with Special Needs
DESCRIPTION:Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville\, webinar attendees will come to understand what is involved in the planning process for a special needs family and the importance of preserving your loved one’s financial security and quality of life.The key issues of understanding the role of public benefits\, making decisions about the future\, Maryland ABLE\, and using estate planning and trusts to protect assets will be discussed along with the types of special needs trusts and their specific purposes (along with who the decision makers and beneficiaries can be in these trusts). Also\, to be touched upon will be the “planning team concept” — how your planning team (attorney\, financial advisor\, CPA) — can work together to help provide your family peace of mind during the special needs planning process. \nTo receive your personal link to attend ahead of time\, please click here.  Should you have questions\, please contact Community Relations Director Jeff Stauffer at 443-216-9626 x117. \nOpen to clients\, advisors and the general public. For Certified Financial Planners\, CPAs\, and other professionals 1.5 continuing education hours will be available for attending this presentation. We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-what-families-need-to-know-about-planning-for-a-loved-one-with-special-needs-7/
CATEGORIES:Webinar
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