Guardianship and Alternatives and ABLE Accounts

Presented by Gordon Homes - Financial Planner, Special Care Planner. 

Guardianship and Alternatives

In most states the law presumes that individuals over the age of 18 are able to make their own decisions about what is best for them in their daily lives.  Each family is unique, and some families may feel it is necessary to apply for guardianship or limited guardianship to protect the personal and financial decisions for their loved one with special needs.

In this workshop we will review the different types of guardianship and some alternatives to guardianship, such as powers of attorney, supportive decision-making, etc.  

ABLE Accounts

President Barack Obama signed the Achieving a Better Life Experience, or ABLE Act on December 19, 2014 as part of the Tax Increase Prevention Act of 2014. This law allows qualified individuals with disabilities to have a tax-advantaged savings account. This workshop provides information of ABLE accounts, as well as overview on special needs trusts as possible planning tools to enhance the quality of live for a loved one with special needs 

Tuesday, February 11, 2025 - 6:30-8:00 PM ET

Click here or call 646.876.9923
to join the session.

Hosted by IN*SOURCE's Jill Summerlot, Webinar Coordinator. This training is free and open to the public. Certificates of attendance are available for attendees. Professional Growth Plan points subject to approval from the attendee's organization.

For more information, or to discuss accommodations, please call 574.234.7101 or email insource@insource.org. Similar topics are archived on our YouTube page.