Webinar, February 16th, 2022, with Hudson-based non-profit day school. Legacy planning for your child. Ins & Outs of 529(A) ABLE Accounts.
* Who & how to open an account and why it might make sense to have one for your child.
* Why a Beneficiary Review is so important.
* How different assets can affect a child’s benefits and options for designations.
Establishing a supplemental needs trust for your child is only the first part of the equation, deciding which assets, or how the funds will be contributed to the trust is just as important. And not all assets are created equally when thinking about adding them to the trust.
Presented by: Tom Alessi and Craig Richardson.
Tom & Craig lead The Moody Street Special Needs Resource Network. They both have had experience in dealing with a family member who has a disability. Their mission is to try and be a support for families of children who are differently-abled or have a disability. The goal of The Special Needs Resource Network is to connect with as many Organizations, Advocates, and other Professionals to be able to offer guidance and advice to those families.
To register or for more information visit www.crossroadscontinuum.org/family-trainings or contact communications@crossroadscontinuum.org
