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Estate Planning Discussion Group

  • Wednesday, November 15, 2017
  • 12:00 PM - 1:00 PM
  • Godfrey & Kahn S.C., 833 E. Michigan Street, Suite 1800
ABLE Accounts and Special Needs Trusts: What Can ABLE Accomplish?
Join us for a presentation by Kathleen Oberneder, a Wealth Management Advisor at Crescendo Wealth Management, LLC, on Special Needs Financial Planning to discuss the new 529 ABLE accounts, special needs trusts (SNTs), and how these tools interact with one another. 

You will learn:
  • What a 529 ABLE (Achieving a Better Life Experience Act) savings account is, and how it measures up to an SNT.
  • How an individual may use both an ABLE account and an SNT.
  • How Wisconsin residents may open an ABLE account in another state.
  • How ABLE accounts may contribute to comprehensive special needs planning.
  • The role of professional advice in a comprehensive special needs plan.
All AWL members are welcome to attend. Please RSVP to Kelley Daugherty at 414-287-9307 or kdaugherty@gklaw.com.

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