Update on Special Needs Planning Seminar 2018 Video and Handouts (April 11, 2018)

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



  • 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.

A huge THANK YOU to New Mexico Treasurer, Tim Eichenberg and ABLE Liaison Officer, Heather Benavidez for helping bring ABLE Accounts to New Mexico!