Date(s) - 06/16/2017
8:00 am - 9:15 am
This workshop session will be co-presented by Doug Jackson, Deputy Director of STABLE Accounts, and Amanda M. Buzo, Executive Director of Community Fund Management Foundation. Doug will explain STABLE Accounts to the audience, including, but not limited to, how to establish an account, funding guidelines, and qualified disbursements known as Qualified Disability Expenses. Amanda will discuss different types of special needs trusts and explain how a trust is established, funding guidelines, and appropriate disbursements. Amanda will also briefly touch upon government benefit eligibility to illustrate how disbursements from trusts can impact a Beneficiary’s eligibility for government benefits. Doug and Amanda will then compare STABLE and the various types of special needs trusts. There will also be time for audience questions.