The Update on Special Needs Planning Seminar was held on Wednesday, April 11, 2018 in Albuquerque, New Mexico. The seminar was hosted at the New Mexico Society of CPAs from 3:00pm to 5:00pm.
Presented by:
Pregenzer, Baysinger, Wideman & Sale, PC (PBWS)
Zia Trust, Inc.
The Arc of New Mexico
ARCA
Presentors:
- Elaine Solimon, Community Relations Director of ARCA
- Bridget Mullins, attorney with Pregenzer, Baysinger, Wideman & Sale
- Marcy Baysinger, Partner of Pregenzer, Baysinger, Wideman & Sale
- Sara Traub, attorney with Pregenzer, Baysinger, Wideman & Sale
- Peggy Graham, attorney with Pregenzer, Baysinger, Wideman & Sale
- Veronica Chavez Neuman, CEO of The Arc of New Mexico
Topics:
- Types of accounts for people with disabilities
- Government health benefits
- Types of special needs trusts
- The Affordable Care Act
- Pooled trust administrators in New Mexico
- The updated New Mexico Guardianship Statute
- ABLE Act
- How to set up a New Mexico ABLE Account
Seminar Handouts:
2018 Update on Special Needs Planning Seminar Handouts
Medicaid vs. Medicare (This is the missing slide from Marcy Baysinger’s portion of the presentation.)
***We apologize for the poor audio. Please turn up the volume or turn on the subtitles to follow along.