Special Needs Trusts, ABLE Accounts, and the MSNT Program

This presentation will include information on the three types of special needs trusts and how they can be used for the supplemental needs of an individual with a disability. It will also include information on the ABLE Account; a savings program similar to the 529 plans; but for individuals with disabilities.

We will also help the answer the question family members with loved ones with a disability have been asking for years: What Will Happen When I’m Gone?

Attendees will learn

1. about the three types of special needs trusts.
2. about ABLE Accounts
3. which option (a special needs trust or ABLE Account) is best for their situation.

Agenda:

7:30 AM - Breakfast and Networking

7:55 AM - Announcements and Introductions

8:00 AM - 9:00 AM Program

Our Presenter: Casie Stephens

Casie joined MSNT in September 2011, after working as a case manager with the Clay County Public Administrators office. Casie educates professionals, families, and individuals about special needs trusts and ABLE Accounts. She works closely with Co-Trustees and guardians to help administer the trust sub-accounts. Casie graduated from William Jewell College with a BA in Psychology, received her certification as a Work Incentives Practitioner from Cornell University, and recently obtained a Leadership Essentials Certificate also from Cornell University.

Recommended for:

• Allied Professionals
• Attorneys
• Boards of Directors
• CPAs
• Consultants
• Estate planning professionals
• Financial Planners
• Nonprofit Staffs
• Trust Officers
• Volunteers