ABLE Accounts offer a useful option to allow beneficiaries to save, and spend, their own money. Here is a rundown of the advantages and disadvantages of the ABLE account compared to the Special Needs Trust (SNT).
Next week on Facebook Live, I will answer your questions about ABLE accounts. We will look at how they fit in your estate plan and whether or not they replace the Special Needs Trust. If you are on Facebook, visit our Facebook page and click the post for the video […]
Morgan Allison discusses first-person vs third-person special needs trusts in this Facebook Live video.
Click to see the Facebook Event Page. Click “Going” on the event page to reserve a seat. Only the first ten will be fully reserved. A one-hour presentation with your questions about special needs trusts answered. Presented by Morgan Allison, Esq. Each participant will receive a free copy of Mr. Allison’s […]
Attorney Morgan Allison, author of Louisiana Estate Planning for Special Needs Families, is offering a free seminar on Special Needs trusts in collaboration with TARC.
Estate planning attorney Morgan Allison’s latest book, Louisiana Estate Planning for Special Needs Families, is now available on Amazon.com. While other books out there cover special needs estate planning, this is the first book that focuses on the particular issues raised by Louisiana’s unique legal heritage. The book makes complicated […]