National Special Needs Law Month: New Rules for ABLE Accounts

October 12, 2021
Bill O’Leary, Esq.
Estate Planning, Special Needs, Special Needs Planning, Special Needs Trust

National Special Needs Law Month: New Rules for ABLE Accounts By Jill Roamer, J.D., CIPP/US Special Needs Planning It's National Special Needs Law Month, let’s take a look at recent final regulations issued by the Internal Revenue Service (IRS). The new regulations clarify rules regarding ABLE…

October 7, 2021
Bill O’Leary, Esq.
Estate Planning, Special Needs, Special Needs Planning, Special Needs Trust

CMS Reacts to Oklahoma Law that Instills Five-Year Waiting List for Those with Special Needs By Jill Roamer, J.D., CIPP/US Special Needs Planning October marks the beginning of National Special Needs Law Month! Let’s start celebrating with some good news about an Oklahoma…

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