The Elville Webinar Series: An Overview of Special Needs Trusts and ABLE Accounts – Planning for Unique Circumstances

Presenting will be Elville and Associates’ Principal Attorney Lilly Hummel, Clover Leaf Wealth Strategies’ Chartered Special Needs Consultant Cortney Heykoop, and Maryland ABLE’s Outreach Coordinator Kelly Nelson.

Special needs trusts and ABLE accounts are powerful planning tools, yet they are quite different and each has its own set of rules and requirements. Families with loved ones with disabilities must understand both special needs trusts and ABLE accounts before establishing one or the other.

In many instances, it is beneficial to create both. The counsel of a special needs planning attorney is crucial to this decision-making process. Families with special needs loved ones often face unique financial circumstances that require specialized planning and expertise. A special needs financial advisor can provide guidance and support in navigating these issues, ensuring the long-term financial security and well-being of the family and special needs loved one.

To RSVP and receive your personal link to attend, please click here.

This presentation will feature relevant and critical information provided by three subject matter experts. Ample time will be afforded for your question as well!

Should you have any questions, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or 443-393-7696 x117. We look forward to hosting you!