Understand regulations and requirements of being an ABLE provider as well as eligibility requirements for your clients.
This topic will provide an overview of the Achieving a Better Life Experience (ABLE) statute found in Section 529A of the Internal Revenue Code by analyzing how and when ABLE accounts are used. The ABLE Act of 2014 paved the way for millions of disabled Americans to open tax-free accounts to help them save for their disability expenses. But the Act and the implementing regulations impose a number of requirements and limitations upon both providers and participants in connection with opening and maintaining an ABLE account. A comparison of ABLE accounts with other traditional alternatives will be particularly useful to practitioners.
Agenda
Faculty
Thomas J. Murphy
Murphy Law Firm, Inc.
- Has been an attorney since 1982 and has been practicing law in Phoenix, Arizona since 1989
- Practice focuses on probate law, which deals with administering the estates of deceased or incapacitated persons; estate planning, which deals with wills, trusts, powers of attorney, and related documents; elder law, which deals with protecting the interests of the elderly when dealing with nursing home and other health care issue as well as end-of-life issues; and tax law and planning for the disabled and those with special needs
- Written nearly 100 articles that have been published in many national and state professional journals writing on a wide variety of legal and tax matters
- Has spoken to thousands of attorneys, accountants, and financial advisors and has appeared on several local television and radio stations to discuss tax and legal issues affecting the elderly and their families
- A sought-after panelist for numerous nationally broadcasted seminars and webcasts for elder law attorneys; and was recently selected to speak at the 2018 Aging in America conference, the largest conference of its kind in the country with over 3,000 attendees
- Served on numerous state and county bar association committees and was selected to be the State Bar representative to the Arizona Supreme Court’s Committee on Reform of Lower Jurisdiction Courts
- One of the most experienced trial attorneys in the Southwest, having been the sole or lead counsel in over 100 jury trials; has successfully litigated cases in the United States Tax Court, the Arizona Tax Court, and the Arizona Board of Tax Appeals and has represented clients before all levels of the Internal Revenue Service and Arizona Department of Revenue
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