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ABLE accounts have been gaining popularity. This program will review existing state programs, discuss issues that planners should consider in evaluating programs, and offer planning strategies in using these accounts. Our speaker will use case studies to illustrate the many valuable uses of ABLE accounts. Clients want to know about them, and professionals need to understand them. You will learn the latest developments and creative planning strategies that have been used to better serve persons with disabilities. You will also be better equipped to review and evaluate ABLE programs and the optimal ways to implement them with your clients.
Mike Walther received his BS degree in Economics and MBA with a concentration in Accounting from Vanderbilt University. He holds the CPA/PFS designation, is a Certified Financial Planner and is a Chartered Financial Analyst. Mike founded Oak Wealth Advisors in 2008. His passion for helping people led him to open the firm so that families with loved ones with special needs could access fiduciary financial advice and build plans for their futures with advisors required to put their clients’ interests ahead of their own.
Mike has taught classes, lectured, and built educational content related to special needs planning for multiple universities. He has contributed to several books and broadcasts with the intent of sharing his knowledge and experience in the special needs community.
Mike’s brother, who is on the Autism spectrum, motivates him every day.
Kevin Urbatsch is the National Director for ASNP. He is a Certified Specialist in Estate Planning, Trust, and Probate Law by the California State Bar Board of Legal Specialization. In May 2011, Kevin was presented the NAELA's Presidential Recognition Award for his work in special needs planning. From 2006 to 2009, Kevin was an Attorney-Editor for CEB (the Continuing Education of the Bar) in its estate planning group. He was responsible for the quality of California's legal reference guides to other California estate planning attorneys. Special Needs Planners, a national organization of special needs planning professionals.