Able Accounts & Special Needs Trusts

ABLE ACCOUNTS and Special Needs Trusts
What Can ABLE Accomplish?

Join us for a presentation on Special Needs Financial Planning to discuss the new 529 ABLE accounts and special needs trusts (SNTs), and how these planning tools interact with one another.

You will learn:
• What a 529 ABLE (Achieving a Better Life Experience Act) savings account is, and how it measures up to an SNT.
• How an individual may use both an ABLE account and an SNT.
• How Wisconsin residents may open an ABLE account in another state.
• How ABLE accounts may contribute to comprehensive special needs
planning.
• The role of professional advice in a comprehensive special needs plan.

PRESENTERS:
Kathleen Oberneder Sumeeta Krishnaney
Wealth Management Advisor Attorney at Law
Crescendo Wealth Management, LLC Petrie + Pettit