Managing Excess Income and Assets with Receipt of Needs-Based Government Benefits (Arboretum Wealth Management)

Hahn Loeser’s Jayme Levin-Muriel presented “Managing Excess Income and Assets with Receipt of Needs-Based Government Benefits,” to the Guardianship Lunch Group. Sponsored by Arboretum Wealth Management, Jayme’s presentation covered: knowing a beneficiary’s public benefits, the ABLE Act of 2014, types of supplemental needs trusts and beneficiary designations.