Update on Special Needs Planning Seminar 2019 Video and Handouts (June 26 & 27, 2019)

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The Update on Special Needs Planning Seminar was held on Wednesday, June 26, 2019, in Santa Fe, New Mexico, and Thursday, June 27, 2019, in Albuquerque, New Mexico. The seminar was hosted at the DoubleTree Hilton and New Mexico CPA Society from 3:00 p.m to 5:00 p.m.

Presented by:

Pregenzer, Baysinger, Wideman & Sale, PC (PBWS)
First American Bank
ARCA

Presenters:

Topics:

  • Types of accounts for people with disabilities
  • Government benefits
  • Special needs trusts
  • Pooled trusts
  • How to set up a New Mexico ABLE account
  • Benefits of 2017 Tax Act
  • Powers of Attorney
  • Guardianships and Conservatorships

Seminar Handouts:

Thank you to New Mexico Treasurer, Tim Eichenberg, and ABLE Liaison Officer, Heather Benavidez, for helping bring ABLE Accounts to New Mexico!

 

We experienced audio difficulty for the first 34 minutes of the 2019 conference (1st video below).  We apologize for any inconvenience.  You may also view the conference on our YouTube channel here and the 2018 conference in the 2nd video below.  

2019 Update on Special Needs Planning Seminar

2018 Update on Special Needs Planning Seminar