On October 22, 2019 Catherine Davey, attorney and owner of Davey Law Group, P.A. in Maitland, FL and John Finch, Director of ABLE United, conducted a webinar discussing ABLE, Special Needs Trusts, and how these two financial tools work together. ABLE United offers individuals with disabilities the opportunity to save up to $15,000 each year, the potential to experience tax-free growth, all without negatively impacting means-tested government benefits. But, how does an ABLE account compare to other financial planning tools, such as a special needs trust? Catherine and John discuss
how an ABLE United account can work alongside a special needs trust.