CalABLE and Special Needs Trust: The benefits of each and how the two can work together

Thursday, April 25 6 – 8 p.m. MIND Institute Auditorium

Community Event

Carrie Fisher-Stone, Deputy Executive Director for the California ABLE Act Board Margaret Fulton, Estate planning and special-needs attorney, will present:

  • Overview of ABLE and CalABLE accounts
  • Overview of special needs trusts
  • Using trusts and ABLE accounts to save money while remaining eligible for SSI and other benefits
  • How ABLE and Special Needs Trusts complement each other

Please note that although the flyer states registration is required, there is no registration for this event.