Our Executive Director Kevin Nerney was the special guest on Law Matters, with attorney David Bazar and host Deb Morais. They discussed the critical tools families can use to protect the financial security and public benefits of loved ones with disabilities.
The episode covers:
- The role of Special Needs Trusts (SNTs) in preserving benefits while providing for supplemental needs.
- The differences between SSDI and SSI and how asset rules affect eligibility.
- The distinctions between First-Party, Third-Party, and Pooled Trusts, and when each may be appropriate.
- How the SECURE Act affects retirement accounts and how planning with an SNT can preserve tax advantages.
- The growing importance of ABLE Accounts as a flexible, tax-advantaged savings tool for people with disabilities.
Whether you’re a parent planning for a child’s future, an individual with a disability navigating benefits, or a professional advising families, this episode provides clear guidance on complex but vital planning strategies.
You can watch the full episode here: https://youtu.be/x-Hewew6WjQ