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  • Writer's pictureTogether for Choice

Webinar - Optimizing the Use of Special Needs Trusts and ABLE Accounts

Updated: May 12, 2023

Mike Walther, Certified Financial Planner and Founder of Oak Wealth Advisors, hosts an informative workshop that focuses on understanding, evaluating, and using ABLE Accounts and Special Needs Trusts. Learn about the benefits of ABLE, how to apply for this tax-advantaged savings program, and how to evaluate the various account options. There will also be a discussion of Special Needs Trusts.

These two planning elements allow individuals with disabilities to accumulate assets without reducing their eligibility for means-tested disability benefits such as Supplemental Security Income (SSI) or Medicaid. This presentation is beneficial for families whose loved one has a diagnosis and who want to put the essential elements of a special needs plan in place to allow them to maximize their family’s financial resources.

Presentation slides and supplemental information materials are provided below.

Together For Choice Session 1 SNT and ABLE Presentation May 2023
Download PDF • 1.31MB

Q2 2023 ABLE Account Comparison Matrix
Download PDF • 222KB

Understanding Public Benefits 2023
Download PDF • 27KB

SPECIAL NEEDS ADVISORY - Top 10 Special Needs Planning Mistakes-2
Download PDF • 175KB

SPECIAL NEEDS ADVISORY - Top 10 Special Needs Planning Tips
Download PDF • 79KB

MCW Bio for 2023
Download DOCX • 14KB

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