ABLE Accounts: What Are They, and How Can They Work for You?
Presented by Karen B. Mariscal, Esq. of Margolis & Bloom, LLP
ABLE accounts, based on the 2014 ABLE (Achieving a Better Life Experience) Act, are now available to help save money for loved ones with special needs. ABLE accounts allow parents and grandparents of children with special needs to save money for them, tax free, similar to a 529 Account for college savings for typical children. This is wonderful benefit for parents of young children, who can now save for their special needs child the same way they can save for their typical children. Even more importantly, ABLE accounts allow disabled adults to have money without interfering with their SSI benefits. Come learn about this excellent new tool for special needs planning.
Monday, October 3, 2016
535 Boylston St. 8th Floor, Boston, MA
Seating is limited and registration is required. Lunch will be provided.
As Of Counsel at Margolis & Bloom, Karen B. Mariscal practices in the areas of special needs estate planning, guardianship, and disability law. Karen has been a highly-regarded lawyer in private practice for more than 30 years. She and her husband have a severely autistic adult son (now living in a group setting in Framingham), so she understands how to navigate the system and what parents go through. Karen has been very active in Special Olympics, founding Wellesley’s Special Olympics track team (part of Wellesley S.T.A.R.S.). She is the chair of the Housing Taskforce of AFAM (Advocacy for Autism Massachusetts), and is a member of the Housing Subcommittee of Massachusetts’s state-wide Autism Commission. In addition, Karen is a director of Camp Starfish, a camp for children with emotional and behavioral issues. She is an active member of the Academy of Special Needs Planners.
Simply sign up to attend our October First Monday Lunch with Karen B. Mariscal.