Article in NAELA News Online, a publication of the National Academy of Elder Law Attorneys

Special Needs Planning Tools: A Comparison of 529 ABLE Accounts, Pooled Special Needs Trusts and Special Needs Trusts

Published in NAELA News Online, a publication of the National Academy of Elder Law Attorneys.

Co-authored by:

  • CCT Executive Director, Joanne Marcus, MSW
  • NAELA member, Theresa Varnet, MSW, JD

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About the Authors

Joanne Marcus, MSW, is the Executive Director of Commonwealth Community Trust (CCT), a national nonprofit organization that provides administration of pooled special needs trusts. Since its founding in 1990, CCT has served more than 1,400 Beneficiaries and CCT trust services are available nationwide.

Theresa Varnet, MSW, JD, is of counsel to the firms of Spain, Spain & Varnet, P.C. of Chicago, IL and of Fletcher Tilton, P.C. of Worcester, MA. She is an active volunteer in state and national chapters of The Arc, co-chair of NAELA, Special Needs Law practice group and a member of the Academy of Special Needs Planners. For more information, call 312-220-9112 or 508-459-8079.

 

*Note: The annual account contribution limit will increase to from $14,000 to $15,000 in 2018.