» ABLE accounts

Care and Caregiving Fees in Special Needs Trust Planning

May 4th, 2023
This issue of The Voice® is by SNA member Rebecca Kueny of Kueny Law LLC. Located in Salem, Oregon, her firm covers the entire state of Oregon and focuses on special needs planning, disability benefits, estate planning, long-term care planning, and… Read More
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Categories: ABLE Accounts, Special Needs Planning, Uncategorized
Tags: ABLE accounts, special needs trusts

Achieving Better Life Experience

September 12th, 2019
Do I have to spend down my entire settlement or inheritance to be able to keep my Supplemental Security Income (SSI)? No! There is a new savings tool available to individuals with disabilities called the ABLE account. ABLE stands for Achieving a Bett… Read More
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Categories: Uncategorized
Tags: ABLE accounts, QDE, qualified disability expense, special needs trusts, SSI, Supplemental Security Income

Jane Skelton Presented on Special Needs Trusts and Legal Ethics

May 22nd, 2019
Attorney Jane Skelton presented May 17, 2019, at the National Business Institute seminar in Portland, Maine, titled Trusts From A to Z. Attendees of this seminar included attorneys, trust officers, wealth managers, accountants, and CPAs. Jane present… Read More
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Categories: Uncategorized
Tags: ABLE accounts, special needs trusts