Funding Special Needs Clients with ABLE Accounts
About This Episode
Special needs trusts and ABLE accounts are the pillars of special needs funding. I have a professional here to discuss the differences between them and how each can be used to maximize financial resources. This includes protecting government benefits, understanding eligibility requirements, guidelines for use, and funding options. The discussion will explain how you can best support families to provide quality of life and a lifetime of care.
Here to discuss those issues is a professional in the field of special-needs planning. He is part of a practice called the Special Needs Funding Coach, which is based in Red Bank, NJ.
About Our Guest
Donald Brown has been in the financial services industry for more than 30 years. Educating individuals and families on how to properly plan for a dependent with special needs is a primary focus of Don’s practice. He regularly presents to local support groups and nonprofit organizations.
Here is a link to the Special Needs Funding Coach web site. Here is a link to an article by Donald Brown that recently appeared in Advisor Perspectives: An Introduction to Financial Assistance and Special Needs Planning. Here is a link to the ABLE national resource center. Here is a link to a site that provides answers to questions about special needs. Here is a link to the previous podcast I did with Don Brown.
Here are links to the three organizations mentioned in the podcast:
- The National Academy of Elder Law Attorneys (NAELA)
- Special Needs Alliance - Find an Attorney
- Special Needs Answers - Find a Planner
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Donald Brown is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc., Member FINRA(www.finra.org)/SIPC(www.sipc.org), 200 Schulz Drive, Suite 125, Red Bank, NJ 07701, 848-200-7170. Special Needs Funding Coach is independent of Equity Services, Inc. and Advisor Perspectives. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor. TC130847(0123)1