April 4th | 11:30 am to 1:00 pm Presentation starts at 12:00 pm

EPCBA Office | 24 S. Weber Street, Suite 135 & Zoom

CLE Credit: 1 General 

Presented by: Caity McManis, Owner and Founder of Empowered Services

Attendees will learn about the variations in rules around income and assets of public assistance programs that could impact someone when inheriting a home or receiving support for housing costs.

1. Options for saving/inheriting money while means-tested
   1. Achieving a Better Life Experience Account (ABLE)
   2. Plan to Achieve Self-Success Account (PASS)
   3. Special Needs Trusts (SNT)
   4. Pooled Trusts (PT)
2. Income from home ownership
   1. Rent income
   2. Sale
3. Other income considerations
   1. In-kind support
   2. Deemed Income
4. Support available