Protecting Your Child’s Future: Special Needs Trusts, ABLE and 529 Accounts
Presented by Pierro, Connor & Strauss
Louis Pierro, Esq. and Avery Mickle, Esq.
6-7pm, Thursday, September 24
Online Registration: https://is.gd/yFEQSY
Program Description
If you’re raising a child with special needs, knowing how to save and plan without
jeopardizing benefits is critical. In this virtual program, Pierro, Connor & Strauss
attorneys Louis Pierro and Avery Mickle will present a practical webinar for parents and
caregivers focused on building financial security while protecting eligibility for essential
government programs.
We’ll address the differences between Special Needs Trusts, ABLE accounts, and 529
plans, and cover a key issue: when assets are placed in a child’s name and how that
can unintentionally affect Medicaid and SSI eligibility.
You’ll leave with clear, practical guidance on how to plan, save, and coordinate family
resources in a way that supports long-term independence and stability.
What We’ll Cover
• Key differences between Special Needs Trusts, ABLE accounts, and 529 plans
• When each planning tool makes sense
• What should, and should not, be held in a child’s name
• How improper planning can impact Medicaid and SSI eligibility
• Strategies for coordinating gifts, inheritances, and savings
• Steps to strengthen long-term planning
Who Should Attend
Parents, grandparents, and caregivers of children with disabilities who want to make
informed planning decisions and avoid unintended consequences.
Outcome
A clearer understanding of how to plan confidently while protecting benefits and building
long-term security for your child.