Estate planning is overwhelming period. But when you’re doing that planning and disability is involved, it gets even more complex.
That’s why the next DISABILIFINANCE webinar will focus on estate planning issues. Presenting is Jillian Zacks, Esq., a Pittsburgh-based estate attorney who specializes in disability planning. Before we get into some of the content she’ll cover, here are the important details you need to know:
Date: November 15, 2024
Time: 4p Eastern
CFP Board CE hours: 1.0
How to attend: Get your ticket here
Supplemental Needs Trusts
The first thing Jillian will be covering is supplemental needs trusts (also known as special needs trusts or SNTs.) These are vehicles that shelter assets for programs like SSI or Medicaid. There are two different kinds of SNTs. One has Medicaid payback provisions. The other does not.
Plus, as you age, there’s ways to use an existing SNT to shelter assets rather than spending them down as other family members think about enrolling in some of these programs.
ABLE accounts
ABLE accounts are more of a living account than a dying account. But sometimes they can make sense in an estate plan as they offer different features compared to an SNT.
Jillian’s a pro at laying out how and why you might want to integrate these asset-sheltering accounts into your long-term financial planning.
Do I have to be a financial planner to attend?
Nope! Absolutely not. While this webinar does offer CFP Board CE hours and will be structured to meet CFP Board requirements, there’s no certification requirement to attend. All are welcome.
Examples of people who have attended DISABILIFINANCE webinars in the past include:
- Disabled people or parents of disabled children. (Or other family members who are involved with these financial systems at any stage of life.) While no one session can be considered a complete education across all financial topics or specific advice for your specific situation, if this is a topic you have an interest in you’re more than welcome to join us. (You’re also more than welcome to tell your current CFP professional about DISABILIFINANCE courses so they can better serve you!)
- Other financial professionals. DISABILFINANCE has a long-term goal of adding continuing education credits for other financial professionals in the future. For now, you may be able to gain pre-approval for credits as things stand with your certifying board. Reach out to them and check! Regardless of educational credits, attending can help inform you in your respective field.
- Financial writers or content creators. If you want to craft empathetic and informed content for a growing portion of the American population, investing in a DISABILIFINANCE ticket can serve you in a big way. You’ll have the unique opportunity to learn directly from some of the top experts in this field — like Jillian.
Don’t hesitate — get your ticket today! Not only will you get access to a valuable education on SNTs and estate planning, but you’ll also have an opportunity to get your own questions answered by the expert in our Q&A session.