Sweetser Trainings & Workshops

Able Accounts (3/05/19)

Able Accounts (3/05/19)
Sweetser, 50 Moody St., Saco, ME 04072 --Eslie J. Parquette School library - Saco
6:00 pm-7:30 pm 

ABLE accounts are tax-free savings accounts for the benefit of individuals with disabilities, which may be funded by the individual or by family and friends. Generally speaking, funds held in the account will not disqualify the beneficiary from receiving needs-based governmental benefits. Proper use of an ABLE account can provide the beneficiary with funds that can be used for a variety of expenses, providing the individual with greater financial flexibility than would otherwise be available to him or her. This workshop will provide peers and family with an overview of the basic rules governing ABLE accounts and the planning opportunities available with the use of such accounts.

About the speakers:

Meg Greene, Partner at Brann & Isaacson, Lewiston, Maine, has specialized in estate planning for over 30 years. She is also the mother of an adult child with mental health challenges and is on the Board of Directors of NAMI-Maine.

Kenleigh Nicoletta, Partner at Brann & Isaacson, Lewiston, Maine has specialized in estate planning for over 10 years. She regularly advises clients regarding the establishment and administration of trusts, including special needs trusts, as well as in guardianship and conservatorship proceedings in state court.

Call 294-4414 or email us at training@sweetser.org 
Listed As:
Training: Specialty Workshops
No Charge

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