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

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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:

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. 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!